Your unconscious investment decisions

Our Value

Client

10 minutes of interactive
client experience

investment
and behavioral training

Top Swiss
investor protection methodology

You

31 new data points
to the client profile

Recommendation to the client
of your investment solutions

Compliance with Law
and Regulatory directives

Our Methodology has been applied in the processes
of key
Swiss and international banks

Our Technology

Our Experts

Doctor Thorsten Hens
Behavioral Finance
Professor
University of Zurich
Melanie Knowles
Head Investment advisory and products
Institutional clients
Credit Suisse AG
Dr. Enrico De Giorgi
Mathematics and decision-making
Professor
University of St. Gallen
Youri Vorobiev
Senior Investment
Consultant
Credit Suisse AG
Olga Lebedeva
Personal psychology trainer
St. Petersburg State University, Faculty of Philosophy

Our News

12 / 12 / 2018
Attending the 14th IESE Banking Industry Meeting
"Operating models.., adapting to new regulatory frameworks, streamlining their lines of business, regaining profitability and embracing digital transformation"
30 / 11 / 2018
Submitting a proposal to NAUFOR
Recommending to extend the data list required to build a private investor's Investment profile