Using technology not just to improve accessibility and transparency, but to deliver three clear investment benefits.
Better understanding of risk.
Giving you a clearly quantified downside risk measure for your portfolio, for the first time. No vague terms.
Better risk-adjusted returns.
Using 24/7 risk monitoring to spot periods of excess risk in which you don't get rewared with the return you deserve.
More peace of mind.
Keeping your risk stable over time to avoid periods of stress with unexpected portfolio movements.
Our investment service can be broken down into two separate but equally important parts.
We give you access to all major asset classes and regions, with an investment universe covering more than 8,500 securities. We use cost-efficient, passive Exchange Traded Funds (ETFs) that we rigorously select for you.
We monitor the risk of the investments in your portfolio on a daily basis. When our investment model anticipates a breach of your risk tolerance we adjust your holdings. The result is a smoother investment performance and a better risk-adjusted return.
Our founding team combines practical experience with decades of research expertise. We have created an investment service that we really believe in, and can wholeheartedly recommend to our friends and family.
We use technology to safeguard your personal data and collaborate with a UK custodian bank to keep your cash and assets safe.
Modern IT infrastructure to secure your account and personal data.
Covered by the Financial Services Compensation Scheme.
Assets safeguarded in a segregated account at our UK custodian bank.