What do wealth management professionals want for their clients?

  • Digitalization

  • Sophisticated yet cost efficient solutions

  • Differentiated propositions

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  • Winning investment ideas

  • Superior investment performance

  • Access to private markets dealflow

  • Digitalization

    Winning investment ideas

  • Sophisticated yet cost efficient solutions

    Superior investment performance

A wealthtech platform with buy-side expertise

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  • Alchemist

    A multi-asset wealthtech platform empowering the investment and sales teams

  • CIO in a box

    An outsourced CIO office, backed by experts, providing investment ideas, portfolio reviews & research

  • White-label strategies

    Equities and credit strategies with track record that can be used in a fund or AMC format under your own logo

Our USP as a sum of parts

 

Tested, IP-owned algorithms

 

Portfolio managers with track record

 

Buy-side investment expertise

 

Modular subscription model

 

Portable virtual analyst for the sales team

 

Multi asset research toolkit for the investment team

 

White-label functionality

 

The answer to robo-advisory threat

 

Tested, IP-owned algorithms

 

Portable virtual analyst for the sales team

 

Portfolio managers with track record

 

Multi asset research toolkit for the investment team

 

Buy-side investment expertise

 

White-label functionality

 

Modular subscription model

 

The answer to robo-advisory threat

Instead of an epilogue

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  • Subscription-based service
  • Combination of technology with human expertise
  • Access to professionals with track record
  • Widest investment opportunity set
  • Sounding board to decisions makers
Do’s
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  • Upset existing infrastructure
  • Trading/Custody requirements
  • Take control away from decision makers
  • Commission based
  • AUM-dependent
Dont’s

Our Partners