years on the market
assets under management
average yearly yield
clients served worldwide
Research-led & data-driven — Quant screens, factor models, and AI copilots augment fundamental due diligence.
Diversified allocation — Equities, indices, bonds, venture-style positions, crypto, and AI subscription models to smooth volatility.
Risk first — Position sizing, drawdown limits, and liquidity tiers come before return chasing.
ESG & transparency — Clear methodology, reporting, and governance baked into the process.
Cross-border reach — Deal flow and execution across the EU and selected international markets.
Screen & Score — AI signals and factor filters surface opportunities across asset classes.
Validate — Fundamental checks, scenario analysis, stress tests, and downside mapping.
Construct — Portfolio built to a defined risk budget with liquidity and ESG constraints.
Execute — Cost-aware entries, staged deployment, and rules for re-entries/exits.
Monitor — Continuous risk surveillance, anomaly alerts, and regime detection.
Report — Simple performance/risk reports and periodic reviews with clients.
Core beta (indices & equity funds): 35–55% — Low-cost exposure to market growth.
Active equity & thematics: 15–30% — Factors, sectors, and special situations screened by AI.
Fixed income & cash equivalents: 10–25% — Stabilizers for drawdown control and liquidity.
Alternatives & venture-style: 5–20% — Private companies, capital funds, and AI subscription models.
Digital assets (crypto): 0–10% — Small, rules-based sleeve with strict risk caps.
Position sizing & max loss per sleeve
Volatility & drawdown targets with auto-de-risk rules
Liquidity tiers (T+0/T+2/locked) for predictable exits
Counterparty & custody checks across venues
Ongoing stress tests (rate shocks, correlation spikes, tail events)
Signal generation & regime detection — Identify trend shifts, mean-reversion windows, and crowding.
Anomaly & risk alerts — Early flags on liquidity, spreads, or unusual flows.
Faster due diligence — Document parsing, KPI extraction, and peer benchmarking with human oversight.
No. 20% p.a. is a target, not a promise, and only for selected strategies. Actual returns can be lower or higher. Capital is always at risk. Past performance is not indicative of future results.
We invest and execute via reputable, regulated partners/venues in the EU and selected international markets. Exact regulatory arrangements and product eligibility are provided during onboarding and may differ by jurisdiction.
Client assets are held with trusted, regulated custodians/venues. You’ll receive the specific custodian details, account structure, and access rights as part of the onboarding pack.
AI assists research and risk monitoring (signal generation, regime detection, anomaly alerts, document/KPI extraction). Humans remain in the loop for governance, approvals, and portfolio decisions. We prioritize explainability and audit trails.
A diversified mix across equities, indices, bonds, funds, private companies, digital assets, and AI subscription models—with risk budgets, liquidity tiers, and ESG principles guiding allocation.
Liquidity depends on the sleeve: public-market exposures are typically T+0/T+2, while private/alternative allocations may include lock-ups. We design portfolios with clear liquidity tiers and communicate exit terms upfront.
Fees depend on the strategy and ticket size; we keep them transparent and aligned with outcomes. Standard quarterly performance & risk reports are provided, with interim updates when market regimes shift.
Rules-based, AI-enabled process, strong risk discipline, and clear reporting—built by operators with real execution DNA. We currently manage €10M+ AUM for 150+ clients and operate cross-border since the founder’s track record began in 2019.
