Assess your clients’ financial situation holistically by: – understanding the client’s current asset structure (e.g., assets, including real estate & liabilities) and – incorporating the client’s financial goals: select from 40 different financial goals grouped in 7 different families – from early retirement to capital preservation.
Our methodology is built on a proprietary meta-heuristic allocation model that assesses up to 25,000 different asset allocations in up to 5,000 different capital markets scenarios to determine the optimal strategic asset allocation (SAA) for each of your clients. Apply dynamic monitoring to your clients’ financial situation and provide new recommendations with changes in financial goals, assets structures or capital markets.
Allow for the incorporation of your client’s own values into the decision making process (e.g., Environmental, Social and Governance (ESG) aspects and transparency). A range of investment criteria (beliefs) such as rule-based vs. discretionary, currency hedging, ETFs vs. active funds, small & mid cap, focus on regions/markets, allow your clients for full portfolio customisation.
Execute on your clients’ individual investment recommendations with a simple click by connecting our advisory process with your custody services or custodian partner. Incorporate a digital on-boarding process for a full digital solution. Fully comply with your compliance requirements via the automatic generation of advisory protocols in line with upcoming regulatory frameworks.
Experience in delivering IT projects
Incorporates client-specific requirements during the system development
Reduced IT cost through a modular approach
Monthly fixed fee provides a maximum transparency on cost
Lower project risk (e.g., technology, costs & time)
3rd-eyes is a financial technology company founded in 2015 that offers digital solutions to banks, investment advisors, insurance and software companies in a fully customisable and highly flexible way.
The 3rd-eyes digital solution or as we call it, our navigation system, provides investment advice based on client’s financial goals and personal values and beliefs in combination with financial planning.
We offer a holistic assessment of the client’s wealth including assets and liabilities, analyse his financial goals and optimise the client’s asset allocation to then recommend a set of financial products (funds and ETFs) to invest in and execute either via our custodian bank partner or via the client’s execution platform of choice.
3rd-eyes applies an Asset Liability Methodology (ALM) otherwise only available to institutional multi-billion euro portfolios.
20+ years of experience in asset management and sustainable investing. Founder of Contrast-Capital; Co-CEO, CIO and Head PM at RobecoSAM; Head Investment Strategy at Clariden Leu, Credit Suisse; Senior Portfolio & Pensions Manager at Siemens.
15+ years of experience in B2B financing and asset management. Managing Director at SUSI Partners; Head of Strategic Development at Siemens Financial Services.
10+ years of experience in asset management, investment products and indices and sustainable investing. Managing Partner at Contrast-Capital; Managing Director and Senior Analyst at RobecoSAM.