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Focus on Business
Fundamentals
and Due Diligence

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Our Mission

Cutting through the investment noise
Our global mission is to be the leading financial advisors to dynamic organizations by helping them unlock their potential for growth. We are trying everyday to accomplish this mission through a series of commitments to our clients, our people and our communities.
Our ambition is to drive global growth by serving dynamic organisations and unlocking the potential of our clients and our people. Attracting, retaining and inspiring the best people is at the heart of our people and culture strategy and requires an environment in which our employees understand how their contribution makes a difference every day.

Our Mission

Our core values have always been close to our hearts

Customer Satisfaction

We always try to give customers the best product. Customer satisfaction is always first and foremost

Knowledge

Every innovation stems from knowledge. We constantly strive to learn and adopt new technology

Sustainability

The best solution is the most sustainable solution. Our team does a lot of time to find the best one

Diversity

We create a diverse range of solutions to any issues our customers may encounter.

Our Team

We are a young, enthusiastic creative team
With offices in 152 countries and almost 328,000 people, we have been recognized as one of the most popular financial consulting companies in the world, trusted by hundreds thousands of customers since 2002 until now.

Tony Marks

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Lucky Mike

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Jackie Chan

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Dani Jame

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Our Skillset

We offers experienced and comprehensive help for a wide range of business needs

Experiences

We gained long experience managing and researching multi-billion institutional quantitative equity solutions.

Knowledge

We gained long experience managing and researching multi-billion institutional quantitative equity solutions.

Infrastructure

We built a strong track-record in building state-of-the art software packages, analytics and investment engines.

Tailored Advice

Custom-made investment advice for institutional clients and HNWIs is part of our DNA

Scalable Systems

We rely on modern open-source & commercial software solutions that are powered by cloud computing.

Infrastructure

We built a strong track-record in building state-of-the art software packages, analytics and investment

Our Team

We are a young, enthusiastic creative team
With offices in 152 countries and almost 328,000 people, we have been recognized as one of the most popular financial consulting companies in the world, trusted by hundreds thousands of customers since 2002 until now.

Tony Marks

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Lucky Mike

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Jackie Chan

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Dani Jame

Quantitative researcher, UBS Asset Management Head of Research, Finreon PhD in St. Gallen (CH) on equity portfolio management Studies: St. Gallen (CH), SMU (Singapore), USC

Our Skillset

We offers experienced and comprehensive help for a wide range of business needs

Experiences

We gained long experience managing and researching multi-billion institutional quantitative equity solutions.

Knowledge

We gained long experience managing and researching multi-billion institutional quantitative equity solutions.

Infrastructure

We built a strong track-record in building state-of-the art software packages, analytics and investment engines.

Tailored Advice

Custom-made investment advice for institutional clients and HNWIs is part of our DNA

Scalable Systems

We rely on modern open-source & commercial software solutions that are powered by cloud computing.

Infrastructure

We built a strong track-record in building state-of-the art software packages, analytics and investment

Our Offering

We combine modern finance theory with machine learning
We aim to create value for our investors by combining modern finance theory with machine learning.
We believe there is great potential in leveraging human judgement with the computational power of machines,
thus, combining the best of both worlds. A scalable and modular technology platform serves
as a backbone in this effort.

Strategic Planning

Financial Advisory

What’s Our Clients Say About Us

Financial Planning Process

We combine modern finance theory with machine learning

Financial Situation

We will constitute an assessment of what is happening in your life right now and how you can change your financial situation

Financial Goals

In the second stage, we will defind the financial goals serves as an important aspect of financial planning

Investment Alternatives

After a thorough understanding of your financial needs, we will give you investment alternatives or specific recommendations

Evaluate Alternatives

Discuss the alternatives face-to-face and take necessary actions bearing in mind your current situation, financial standings

Plan and Implement

The plan would be implemented whenever you're satisfied with the recommendations and felt confident moving forward

Review and Monitor

Financial planning is a dynamic process and it's unlikely that your financial condition will remain same throughout your life