Rothschilds back retail investment platform

Two members of the famous Rothschild family have put their own money behind an AI-powered wealth manager offering for UK retail investors.

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Benjamin Rothschild, chairman of Edmond de Rothschild Group, and his wife Ariane, who has been president of the executive committee since 2015, have personally backed Exo Investing.

Their investment is alongside that of the founders of Madrid-based ETS Asset Management Factory, which supplies Exo with its quantitative investing technology and capabilities.

Other investors are the former heads of the La Compagnie Benjamin de Rothschild, Daniel Treves and Hugo Ferreira, who is also the chairman of Exo Investing.

Artificial intelligence

The investment platform says it is the first to offer the benefits of full-blown quantitative investing and risk management to the wider retail market, which it says have previously been the preserve of institutional investors and wealthy private bank clients.

Exo says it is “democratising access to the sophisticated investment management tools of institutional and high net worth investors for an all-in online fee”.

A spokesperson for the company confirmed to International Adviser that the cost would be 75bps for investments below £100,000, dropping to 50bps for investments above that amount.

The spokesperson added that Exo Investing is looking to introduce a self-invested personal pension (Sipp) wrapper and the ability to add individual share holdings in the wrapper.

Although the platform is currently only open to UK investors, the company does have plans to expand internationally. The first region will be Europe, although it has not yet been decided when or to which countries.

Quantitative importance

Lennart Asshoff, chief executive of Exo Investing, said: “This investment paves the way for Exo to continue developing this groundbreaking solution for the retail market. Opening the door for thousands of private investors to the important benefits that quantitative investment science offers is very satisfying having seen what a pivotal difference it can make to investment outcomes during my years working at ETS.

“This level of individually tailored portfolio and risk management has never been available to the retail investor before. The wider public have never been more reliant on their personal investments for their future financial security and we want to open the door to a new category of investing for as many people as possible, making truly personalised investing available at scale.”

Chairman Hugo Ferreira added: “The fintech zone has a track record of democratising finance and we are proud of Exo as the latest and one of the more significant additions, this time in the increasingly crucial world of private investing.”

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