What do Family Offices & Wealth Managers Want?

  • Differentiated propositions

  • Sophisticated yet cost efficient solutions

  • High risk adjusted returns

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  • Capital preservation

  • Service providers with aligned interests

  • Access to investment ideas & deal flow

  • Digitalization

  • Differentiated propositions

    Capital preservation

  • Sophisticated yet cost efficient solutions

    Service providers with aligned interests

  • Digitalization

The Answer: A hybrid advisory offering…

  • FinTech palette

    State of the art research platform through a collection of
    tools across products and markets

  • Buy side experts

    Unbiased advisors empowering the user in a holistic and non-competing way

  • Disruptive pricing

    Simple, transparent and AUM-agnostic pricing that
    truly aligns interests

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..empowering the decision makers

 

Analytical FinTech tools

 

CIO function

 

Independent research

 

Third party applications

 

Active advisory

 

Private deal flow

 

Portfolio support

 

White labeling options

 

Analytical research tools

 

Active advisory

 

CIO function

 

Private deal flow

 

Independent research

 

Portfolio support

 

Third party applications

 

White labeling options

In a nutshell

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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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  • Discretionary management aspirations
  • Trading/Custody requirements
  • Take control away from decision makers
  • Commission based model
  • Agnostic to clients AUM
Dont’s

Our track record

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    Quant Expertise

    Team has been developing and externalizing analytical and forecasting tools since 2010

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    Investment publications

    Team has investment research track record on multi asset, high conviction advisory, tactical asset allocation and global macro.

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    Active advisory

    Team has more than 80 years of track record on discretionary and advisory mandates.

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    Strong public profile

    Team members have frequent media appearances and conference participations on a speaker level

Our Partners