Exo is the AI-powered wealth manager which rebalances your portfolio daily

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When investing, your capital is at risk.

Exo is new,

our expertise isn’t.



That have managed billions in assets for global corporations and UHNWs for over 30 years.


Automatic Daily Rebalancing

Choose where you want to invest and Exo will optimise your unique portfolio daily.


Individual Risk Management

Invest like the institutions with individual risk control.

How Exo works

Our platform’s always-on risk management creates dynamic portfolios that move with the markets – always staying focused on the goals and risk profile that you’ve established.
If the markets start to take a negative turn, our platform will automatically analyse whether to shift a proportion of your portfolio from high-risk assets to less volatile assets, such as government bonds.
When the markets are on the up, we adjust the distribution of your portfolio to favour higher risk assets, such as equities, increasing your chance of gaining positive returns.


For 30 years the algorithms we use have been tested, honed and improved, managing billions of pounds.


Data analysis

Exo analyses every ETF on the London Stock Exchange, identifying the optimum ETFs based on variables such as Tracking Error, Risk vs. Return and Cost.


Controlling risk

Exo builds your portfolio based on current market conditions as well as past and future scenarios so if the unexpected happens, your losses are minimised as much as possible.


Unlimited daily tweaks

Exo will tweak your portfolio as much or as little as necessary on a daily basis, to make sure you have the optimal portfolio, all the time.

Exo products

Exo General Investment Account
Sophisticated daily risk management for your GIA.
  • Unique to you
  • Managed daily
  • Unlimited changes
Learn more
Stocks and Shares ISA
Make the most of your tax year allowance of £20,000 (2018-19).
  • Full transparency
  • 24/7 access
  • Monitored daily
Learn more
Exo self-invested personal pension
A flexible way to invest your retirement savings.
  • Individually managed
  • The freedom to make changes
  • Long-term risk management
Learn more




£10,000 - £100,000



+ £100,000



Your fee per month

+ ø0,25% ETF fees automatically deducted by the fund provider

Multiple individual portfolios
Daily analysis and rebalancing
Unlimited changes
No transaction fees
So you can add and withdraw funds freely.
No trading fees
To give you the freedom to control your portfolio.
No hidden commissions
So you always know how much you are going to pay.

The Team

Lennart Asshoff, CEO

Prior to starting Exo, Lennart was working as a product manager at ETS, one of Europe's largest quantitative asset management firms, involved in creating made-to-measure investment portfolios for institutional clients.

Antonio Melé, CTO

Antonio has worked as CTO and technology consultant for multiple technology-based startups and he has managed development teams building projects for large clients such as Telefónica and Vodafone.

Hugo Ferreira, Advisor

Hugo has over 30 years in the banking and financial sector, including 22 years spent as Deputy General Manager of the La Compagnie Benjamin de Rothschild SA (Switzerland).

Daniel Trèves, Advisor

Daniel was Chief Executive Officer of the La Compagnie Benjamin de Rothschild SA in Geneva, where he oversaw the core functions, including Quantitative management.


  • How are the fees calculated?

    The fees are calculated from the average portfolio value over the course of any given month. The fees cover investment management as well as technology costs and custodian charges. The only additional cost are the fund charges directly incurred by the ETF providers, currently averaging around 0.25% per annum.

  • What is the minimum deposit?

    We have currently set a minimum initial deposit of £10,000. This is to allow our algorithms to create and manage your portfolio in the most optimal way.

  • Who can open an account?

    To open an account with Exo, you need to be a UK tax-resident over the age of 18 with a UK bank account.

  • Is Exo Investing a regulated financial services company?

    Yes, we are authorised and regulated by the Financial Conduct Authority (FCA). Our FCA register number is 748161.

  • Are my funds protected by the Financial Services Compensation Scheme (FSCS)?

    Yes. For compliance reasons, your money and securities are not held by us but by our custodian bank, Winterflood Business Services. Additionally, to further increase security, all assets in your portfolio are held separately from the rest of Winterflood’s assets. As an authorised firm, Winterflood is a member of the Financial Services Compensation Scheme (FSCS). In case of insolvency on the part of Exo or Winterflood, you may be entitled to compensation. This means that your investments could be covered up to £50,000.

More questions?

Visit our support center help.exoinvesting.com.

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Chat with customer support

You can call us on 020 8068 0484 or contact us via our instant messenger.

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Drop us a line

Email us at help@exoinvesting.com and a member of the team will be in touch.

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