ABOUT US
We are a high-level risk and asset consultancy specializing in outsourced CIO, Portfolio Construction, Asset Allocation and Risk Management services.
We have always distinguished ourselves by doing things not only well, but more comprehensively than the rest of the field. We seek to deliver the tools and systems to our clients to ensure a solid foundation for their ongoing decision-making process and investment success.
We have assisted and advised numerous local and multi-national financial institutions, as well as various universities across the globe.
We have also collaborated in the publication of financial guides and text books, and have numerous articles and interviews circulated in financial publications and broadcasts.
OUR CLIENTS
MEET THE TEAM
Peter Urbani
Founder & CEO
Senior Risk and Portfolio Manager with over 35 years experience in Financial Markets in multiple jurisdictions.
Versed in all forms of investing with specific interest in Portfolio Construction, Optimization, Risk Measurement and Management. Developing Machine Learning and Systematic methods.
Shelley Urbani
Operations Manager
Operations and administration specialist with 22 years financial industry experience and qualifications in accounting, bookkeeping and compliance.
Shelley heads up Operations and Administration which incorporates marketing, client relationships and online services.