About us

We're democratising access to the industry's most advanced investment management tools.

Personal investing is an almost binary world

After years working in quantitative asset management we noticed that institutional investors continue to have access to sophisticated investment tools, while private investors do not.

We realised we could change this

With the latest advances in technology we knew we could revolutionise the investing sector, giving investors not only access to the best tools and portfolio management, but do so at a low cost.

From a team of two in one office, to a team of 30 across two countries we've been building Exo, your investment co-pilot.

ETS Asset Management Factory

By partnering with ETS, one of the leading asset managers in Europe founded over 30 years ago and managing billions in assets, we're using the same techniques institutions have relied on for decades to help you effectively and efficiently manage your investments.

Our journey

  • March 2016

    Exo Investing founded, led by Lennart Asshoff, former employee at ETS.

  • June 2016

    Partnership formed with ETS Asset Management Factory.

  • May 2017

    FCA approval.

  • September 2017

    Early access opens.

Leadership Team

Our leadership team combines expertise in investment management and product development for both HNW and high growth companies.

Lennart Asshoff

Lennart Asshoff, CEO

Until last year 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. Lennart is the driving force behind Exo and is leading the team to build a truly customer-centric investment solution. Lennart graduated with an MSc in Investment Management from Cass Business School in 2010 and is a CFA Charterholder.

Nikolai Hack

Nikolai Hack, COO

Nikolai comes from a consultancy background with extensive experience across European bluechip clients in various sectors for BearingPoint (former KPMG). Nikolai has spent the majority of his career focused on operational excellence and process consulting projects as well as roles globally in business and policy. Nikolai has an MSc from LSE (Political Economy).

Antonio Melé

Antonio Melé, CTO

Antonio Melé has over 8 years experience creating digital products across several industries. He has been working 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. Antonio is the author of the book Django by Example. He holds an Msc. in Computer Science by Universidad Pontificia Comillas.

Amber Lippiett

Amber Lippiett, CMO

Amber has spent the last 10 years specialising in developing products and go-to-market strategies for early stage digital businesses. Her experience spans new product launches to scaling marketing programmes, working in management positions for a number of fintech disruptors (including peer to peer lender Zopa). Amber is passionate about building better customer experiences and products that change the status quo.

Advisory Team

Our advisory team has a depth of management experience in financial services and institutional risk control and a long history of successful collaboration. With a shared vision that powered a twenty year partnership between ETS and Compagnie Benjamin de Rothschild, collectively managing billions in assets, this same team is now working to apply their expertise in risk management methodologies to the retail market to benefit private investors.

Daniel Treves

Daniel Treves

Daniel was Chief Executive Officer of the La Compagnie Benjamin de Rothschild SA in Geneva From 1991 to 2013 overseeing the core functions including Quantitative management in collaboration with ETS asset management and Risk Management Advisory. Prior to this he served as Executive Vice-President and Director of the Tradition Group in Lausanne after a role as Group Treasurer of Nestlé Group in Vevey.

Board positions: Edmond de Rothschild (France), Compagnie Benjamin de Rothschild Conseil S.A., (Geneva), Huniel CO S.A. SPF, Luxembourg, Rolex Holding (Geneva) Rolex SA (Geneva).

Hugo Ferreira

Hugo Ferreira

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). Previously, Hugo served as CFO to the Tradition Group's Bank, heading up the Specialist Risk Management department and prior to that worked for the Nestle Group as treasurer of its US Finance Company. Hugo holds positions on the investment committee of several private equity funds and frequently speaks at conferences focusing on financial and environmental issues.

Board positions: Cobehold S.A. (a holding company managing more than €2Bn investments). Compagnie Benjamin de Rothschild conseil Sa and Edmond de Rothschild Private Equity. Huniel Sa.

Fernando Bolivar

Fernando Bolivar

Fernando Bolívar Almela is CEO of ETS Asset Management, a leader in quantitative investment solutions with over €14Bn in AUA. Fernando is also co-founder and partner at Techrules, which is dedicated to providing financial institutions with cutting-edge technology, and a trustee of the Investment & Cooperation Foundation. Fernando brings a deep-level of quantitative investment expertise having been a driving force in digital wealth management solutions for over 20 years.

Jose María Carbajo

Jose María Carbajo

José María Carbajo is Managing Partner of ETS Asset Management Factory, where he has led the business development efforts for over 15 years, recently launching the UK branch. His extensive experience in the financial asset management space stems from his previous role at Deutsche Bank where he developed new financial products and portfolio management tools. José María has been integral both to the growth of ETS and the delivery of unique investment solutions for HNW clients.

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