Clients benefit from cutting-edge efficiency where appropriate, while receiving irreplaceable human insight and creativity where it matters most for their success.
Influencers have graduated from promoting marketing funnels and peddling obscure cryptocurrencies to now offering to replace entire departments with AI automation in half an hour.
Even with AI implemented more cautiously, wealth and asset managers risk appearing generic or facing regulatory enforcement action, ultimately damaging their reputation with clients.
Our intelligence layer leverages AI and automation to deliver behind-the-scenes efficiency and scale. Automated workflows handle the systematic work that doesn’t require human nuance.
Our craft layer focuses on what technology cannot replicate: unique, authentic, and personalized expertise delivered through high-touch, relationship-driven engagements.
How we can elevate your marketing and fundraising.
Why specialization in how you appear and communicate will set you apart from your competition.
Our focus has been on alternative investments, such as hedge funds, private equity and venture capital. And sophisticated wealth and asset management. Since 2002.
Tap our content-focused marketing and communications framework, built on years of hands-on financial industry experience and boosted by the latest industry-grade artificial intelligence capabilities.
We combine cutting-edge technology, behavioral psychology, and neuroscience.
So you can achieve more and stand out from the crowd in today’s regulated, competitive environment.
Boost your financial brand with precise and efficient Marketing, PR, and Digital Lead Generation. Master your market presence with our comprehensive strategies, including audience targeting, value propositions, and impactful media campaigns, all backed by robust performance analytics and AI augmented target audience and competitor analysis.
Enhance your investment communications with our expert AI augmented research, writing services and social media marketing services, drawing from your proprietary company knowledge base. From insightful posts that take into account platform specifics, and educational materials to compelling proposals and detailed RFP responses, our team delivers top-tier content backed by thorough research and performance insights.
When others Zig, we Zag. In a world of bland AI avatars and childish phone video clips, we elevate your message with in-house professional video production services. So that the humans in the loop at your organisation are getting in front of your clients’ eyeballs. From strategic planning and scripting to filming with cinema-grade equipment and expert post-production, we create educational, promotional, and pitch content that captivates and convinces.
Raise the production value of your events way above the competition with our professional recording and streaming services.
Whether it’s annual general meetings for your firm or the annual fund investor gathering, webinars, podcasts, or investor breakfasts, we deliver highly efficient high-quality productions using live ATEM switchers and a range of professional broadcast standard cameras, ensuring your event’s success is showcased.
We obviously embrace technology, and exploit the rapid pace at which it has developed. But deep down, we’re entrepreneurs who need to look beyond the novelties and the fads.
Here’s a few areas in which we have supported clients in the past.
Private Equity, Venture Capital, Managed Futures, Hedge Funds, Wealth Management, Family Office Services, Insurance-Linked Securities, Crypto Asset Management
Alexander’s 22+ years in the alternative investments industry in key positions have left a mark. Some of his opinions might surprise you.
We’re not competing with marketing and PR agencies learning finance on your dime. And definitely not with your internal MarCom colleagues. We serve specialized investment entities that require expertise that hits the ground running from day one. Different requirements, different fit.
In short: massively. And then again, not that much. Please also read the AI specific Q&A on this page.
We’re not competing with prompt enthusiasts claiming AI solves everything. We’re using technology to enhance proven expertise and deliver better outcomes faster. Different foundation, different results.
However, even if AI can make you more efficient, it will not necessarily make you more competitive. As everyone is using it in some form or other, it will make it even harder to stick out.
This is why our “Human-in-the-Loop” approach remains in high demand as ever. AI for efficiency and intelligent automation. And on top of that, content that exudes a human touch and even some imperfection.
Vanity metrics are participation trophies. We’re not competing with social media agencies that measure reach and the like. We’re delivering quantifiable business outcomes tied to your growth objectives and competitive positioning. More qualified leads, higher conversion rates, clearer positioning. Different scorecard, different value.
There are too many people in our industry promising client assets, hot leads, and introductions to investors. In reality, they are selling relationships they don’t own.
We’re also not competing with capital introduction services. We’re building your independent market presence and lead generation capabilities that you own and control. Usually, in a very strong collaborative relationship with your sales pros. Different approach, different sustainability.
Please contact us for a specific quote. Here’s the thinking behind our rate schedules.
Our remuneration has a strong performance component that is tied to pre-agreed metrics. Work advising and assisting is charged according to a time-based rate. Implementation work is charged by project and/or deliverable. Outsourcing is based on a combination of a retainer and a performance component.
The philosophy behind all of this is to align our interests with yours and those of your investors. Blatant liquidity mismatches are detrimental to business.
Contact us if you’d like to work with us but are limited to special payment schedules. We are happy to “price the swap”.
The first step is to contact us by booking a free 15-minute consultation slot. Or by dropping us a line through the contact page. So you can gather ideas and test our thinking. If you choose to proceed, we will sign an agreement. And that’s when the meter starts. Pretty simple and straightforward.
No. Vendor lock-in is a weak business model. All our work products are designed to be handed over to you within a pre-agreed timeframe. We document systematically, so you can step in at a moment’s notice.
We’re building relationships based on continuous value delivery and earned loyalty.
We’re not trying to be everything to everyone. We’re employing deep financial services expertise to deliver specialist-level results that generalists simply can’t match.
Occasionally, we might make exceptions for projects that leverage our deep expertise, but specialization is what delivers results.
Areas where we would consider making an exception (capacity permitting) are aviation, anything maritime, including technical diving, or ice hockey.
And charitable causes. For the latter, we are prepared to even waive some or all of our fees.
We’d rather market you and other clients than ourselves. In fact, we are getting most of our business through personal referrals.
While we do not believe in referral schemes, we do appreciate the opportunity to show our gratitude to those who recommend us.
If prompting ChatGPT replaced professional expertise, investment committees would be staffed by college students. There’s a reason they’re not.
Sometimes, we need to let clients explore AI on their own to appreciate the gap between what is theoretically possible and what is practically sustainable. Those with a clear view of priorities tend to circle back when it’s time for robust implementation.
We’re combining 22+ years of industry expertise with AI tools to deliver professional-grade results that meet enterprise-standard robustness. Different foundation, different outcomes.
If AI strategy was just about adopting the latest tools, every consultant would be delivering the same results. There’s a reason implementation quality varies dramatically.
Alexander’s aim has long been to bring AI and automation, combined with Human-in-the-Loop governance, to asset and wealth managers. This is now possible thanks to recent technological maturity, enabling a SaaS model based on open, modular, and future-proof architecture.
We’re not competing with consultants who discovered AI last quarter. We’ve been applying systematic AI for years. Since then, we’ve utilized various large language models and AI agents to enhance the efficiency of our workflows, as well as those of our clients.
Alexander began using Zapier nearly a decade ago when he automated his first antic.com Mailchimp workflow. He has since developed deep proficiency in low-code platforms, such as n8n and Flowise, which have evolved far beyond simple automation platforms.
However, the real key to client success is Alexander’s extensive experience in the financial industry, spanning over 22 years, including roles as Chief Operating Officer, Legal Counsel, and Compliance Officer in asset management. This background enables us to examine the business aspects of such processes in a manner that no other AI engineer or automation consultant can.
Technical differentiation isn’t about feature lists. We believe in open architecture, multi-LLM support, transparent workflows, and no vendor lock-in, as proprietary systems can be client traps.
We’re building modular, transparent systems that you control and that can evolve independently. Different philosophy, different ownership.
Alexander and team combine deep domain knowledge, technical pragmatism, and a willingness to openly share expertise—something few providers offer.
Domain fluency that can’t be googled, and the confidence to educate rather than mystify.
Our partnership-first mindset is about trust, transparency, and long-term alignment.
We’re utilizing low-code platforms and transparent tools that keep you in control, eliminating technical dependencies.
Developers play a key role in addressing those highly specialized needs that may not be feasible to implement in-house. Alexander has a track record of recruiting and cultivating relationships with experts across various domains, including experienced developers.
One can get dizzy from simply tracking the daily announcements in AI innovation.
Rapid technological change can render proprietary solutions obsolete, and there is no single low-risk big brand like IBM to go to, as there was one generation ago.
We strongly advocate for modular, replaceable tools that sometimes even compete against each other in a workflow.
How about we start with one or two specific pilot workflows to validate the results, build confidence, and identify both the strengths and limitations of the approach? You can stop the project at any time, and all assets remain with you.
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