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What makes LUMIQ unique?

Combining the level of expertise behind leading institutions, the innovation of modern technology companies, and the focus of a boutique practice.

1

Expertise

  • Technology built by domain experts from portfolio management, advisory and technology.

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  • OCIO Services delivered by seasoned institutional investors and wealth management professionals.

2

Innovation

  • Institutional rigour embedded in goals-based wealth management.

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  • Proprietary forward-looking returns estimation methodology.

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  • Advanced allocation optimisers such as Augmented Black-Litterman and Enhanced Risk Parity.

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  • Artificial Intelligence for next-generation usability and mobilisation of expertise.​

3

Focus

  • Top talent on niche projects with narrow scopes that large institutions often overlook.

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  • Hands-on leadership for complex, organisation-wide initiatives that require consistency and commitment.​

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