Empowering individuals, not institutions
We are developing a full-service wealth management proposition that combines the best of the asset management industry and cutting-edge technology.
Beyond portfolio management, we are conducting frontier research on diversification in complex portfolios, which include both public and private assets. By integrating financial analytics tools with AI, Othis will deliver fine-tuned, hyper-personalized wealth management solutions for every client.
Reflecting our aspiration to create a customer-centric experience that feels personal for everyone
Commitments
”Professionalism isn't just a standard—it's our promise. Every interaction and service we provide is rooted in our commitment to maintaining your trust in Othis."
Professionalism
We understand the role of Othis as a trusted and knowledgeable partner to our clients. Operating with the highest degree of professionalism is our utmost priority and core business principle. Whether it is providing customer support or ensuring the security of your assets, we consistently uphold the same high standards.
“While the complexity required to offer modern wealth solutions is higher than ever, we design our products with simplicity as a foundational element. This ensures our clients can gain an edge in managing their wealth without portfolio management expertise.”
Accessibility
Professional finance tools, commonly found on trading desks, offer immense power and customization but are often complex even for experts. Our mission is to deliver tools and services that are simple and intuitive on the surface, while being powered by the advanced capabilities of professional trading desks underneath.
"Whereas off-the-shelf, pre-made solutions offered by in-person advisors were previously the only methods to receive wealth services, we think that technology has developed enough to allow for fine-tuned, hyper-personalized portfolios for all our clients.”
Innovation
We believe the wealth management industry must evolve through advanced technologies to address the growing complexities of financial markets. At the core of our innovation, we use artificial intelligence and machine learning to enable cross-asset analysis across both public and private assets, making what was once impossible now achievable.