Through our two SaaS platforms (Skill Management and Smart Decision Management) we have created a radical new approach to rational investment decision-making & uncertainty management. We understand the influence and importance of balancing Human with Artificial Intelligence. An environment that incorporates both, while allowing investors to fulfil their potential individually, as well as part of a team is crucial for market success.
We firmly believe that people with passion can change the world for the better.
We create a specific ‘’athlete’’ mindset allowing an investor to maximise flow states that stay focused on evidence based decisions. Our unique, award winning solutions are driven by creative innovation and a constant strive for perfection in every detail.
It is a simple logic for a simple idea: uncompromising quality for every investor. Science gathers knowledge faster than the investment industry gathers wisdom. We actually deliver on the necessary change others are talking about.
We craft integrative, respectful and participative interventions. Thought leaders in our field, while remaining continuous learners. This results in a relationship at eye-level.
Guaranteed budget limits, mutual goal definitions and a diligent progress documentation enable clients to stay in control of the consulting process.
We are only paid by our clients. No kickbacks, incentives or any other conflict-of-interest-biased remuneration. Ethics and empathy matter.
Discretion is a mandatory duty. We establish lasting and trustful relationships with our clients. Confidentiality acts as prerequisite for those relationships.
OUR SENIOR TEAM
Founder & Managing Partner || Strategic Asset Allocation & Behavioral Finance Specialist. 20+ years of professional capital markets experience. IUM & EDHEC adjunct professor, book author, keynote speaker.
Managing Partner || 15+ years of successful strategic business development for supranational companies in CEE. Biljana is a seasoned deal-maker, network facilitator and cross-cultural communicator.
Strategic Business Development || 15+ years experience in Marketing, Sales and Strategic Advisory - dealing exclusively with Heads of State, Governments & Diplomats. Her ability to negotiate and close deals is based upon creating valued relationships involving strong analytical skills, versatility & adaptability.
Business Development / USA & Global || Track record as independent private equity advisor and business developer, providing expertise to PE fund managers and institutionals worldwide. Former Frank Russell Company executive. Former career diplomat.
Leadership & Stakeholder Relationship Specialist || 25+ years of marketing and communications experience in senior executive roles for blue-chips like Unilever, Ferrero and Heineken. Specialized in positioning premium labels. IUM adjunct professor.
Organisational & Behavioral Design Specialist || Successful organizational developer in the for-profit, non-profit and political domains. His work on systemic organizational development is complemented by a deep intrinsic motivation for nurturing talents.
Quantitative Asset & Risk Management Specialist || Tenured Professor at University of Applied Sciences in Neu-Ulm since 2019. Keynote speaker, panelist at conferences and seminars. Distinguished career as a market specialist i.e. as Head of Quant and Risk Management at Union Investments.
Green Finance Specialist || 25+ years of experience across Investment Banking, Trading & Capital Markets and Treasury. Advisory board member (NSBN),keynote speaker.
Green Finance Specialist || Development and Sustainable (ESG/Climate) Finance specialist. Grant has 25+ years experience of emerging market debt + equity advisory, structuring, investment and leadership in EBRD and London-based investment banks. He consults and trains on Sustainable Finance and is a qualified and accredited business coach.
Professor emeritus of Business Administration and Head of the Department of Strategic Management of the University of Innsbruck, Austria. Visiting professor at universities and Grandes Ecoles in France, the USA and Switzerland. Publication track record in top academic journals. Member of several editorial boards of international journals. Former President and current Fellow of the European Marketing Academy (EMAC).
As internationally renowned interdisciplinary scientist, she is exploring the many aspects of human choice behavior. Shabnam has held university faculty positions at Johns Hopkins and Georgia State and Penn State. Fellow of the Max Planck Institute for Human Development in Berlin since 2007. Shabnam is president of the Society for the Advancement of Behavioral Economics (2018-20) and serves on various journal editorial boards. Her work has appeared in academic journals across disciplines including Brain and Behavioral Science, Risk Management in Financial Institutions.
Greg is a specialist in applied decision science, behavioural finance, and financial wellbeing, as well as in both the theory and practice of risk profiling. He started the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays, which he built and led for a decade from 2006. In 2017 he joined Oxford Risk to lead the development of behavioural decision support software. Greg holds a PhD in behavioural decision theory from Cambridge University; has held academic affiliations at UCL, Imperial College, and Oxford.