Böndlerstrasse 63, 8802 Zurich, Switzerland
We are a Swiss-based group of senior financial professionals combining strong academic know-how in finance, economics and mathematics with long-standing experience in the financial industry. We founded QIO – Quantitative Investment Office, the analytical backbone of all our services
QIO provides a unique, modern and accessible application for goals-based investing. The application encompasses both asset and liability aspects and can be fully customized to cover various aspects of lifecycle wealth management, including income source, inflation, or pre-existing asset holdings. Applications range from individual investors to sovereign wealth funds.
Our solution allows users to accumulate or spend wealth. Prioritize and dynamically adjust the investment strategy over time. In this way, our goals-based solution provides answers to investment questions, it provides solutions to investment problems, especially when working with clients on a one-on-one basis....