Exo is the AI-powered wealth manager which rebalances your portfolio daily
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.
Choose where you want to invest and Exo will optimise your unique portfolio daily.
Invest like the institutions with individual risk control.
For 30 years the algorithms we use have been tested, honed and improved, managing billions of pounds.
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.
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.
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.
£10,000 - £100,000
Your fee per month
+ ø0,25% ETF fees automatically deducted by the fund provider
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 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 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 was Chief Executive Officer of the La Compagnie Benjamin de Rothschild SA in Geneva, where he oversaw the core functions, including Quantitative management.
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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.
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.
To open an account with Exo, you need to be a UK tax-resident over the age of 18 with a UK bank account.
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA). Our FCA register number is 748161.
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.
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