Invess emerges as a pioneering Quantitative Financial Architect (QFA), dedicated to designing sophisticated financial solutions that cater to the intricate needs of the financial industry. Our expertise lies not in direct advisory or client-facing roles but in the art and science of constructing advanced financial products.
As a QFA, Invess serves a critical function by synthesizing diverse elements of finance into cohesive, innovative solutions, meticulously tailored for banks, investment managers, family offices, and more.
We do not provide investment advice, nor do we engage directly with investors. Instead, our mission is to design and architect financial products that address specific needs within the financial industry.
By understanding the complex requirements of our clients, we harness quantitative analysis and systematic risk management strategies to conceptualize products that are both innovative and necessary.
We strategically align ourselves with our clients in the process of selecting the investment universe, ensuring that the foundation of each financial product is solid and promising and respectful of their vision and exposure objective.
Employing quantitative methods, we integrate sophisticated risk management techniques to safeguard and optimize the product’s performance.
We orchestrate the issuance process, choosing the appropriate wrappers, structures and issuers that best suit the product’s objectives and compliance requirements.
We act as the central hub, connecting dots of expertise from various domains — regulatory compliance, quantitative analysis, risk management, and more — to build products that are not just viable but visionary.
Our role is to coordinate and integrate the contributions of regulated specialists, allowing them to input their expertise into the product without overlapping or conflicting.
Our approach ensures that the final product is a testament to collaborative innovation, where every piece fits perfectly within the larger design.
The result is a financial product that not only meets but exceeds the expectations of our clients, enabling them to navigate the complexities of the market with confidence and precision.
Our expertise in designing and orchestrating the creation of bespoke financial products positions us as a key player in the financial industry, one that bridges gaps, connects expertise, and transforms visions into reality.
With Invess, clients can expect nothing less than groundbreaking financial solutions that are meticulously crafted, strategically sound, and perfectly aligned with their needs.
Capital Protected Exposure Note (CPEN), a sophisticated financial instrument that seamlessly integrates capital protection with the potential for significant market exposure returns.
The Treasury Enhancement Strategy (TES) builds upon proven concepts in corporate treasury management, taking inspiration from successful implementations while introducing crucial improvements in risk management and asset allocation.
Chief Scientist & Business Development Officer
Financial Engineer
Structured Product Specialist
Lead, Institutional Business Development (Global)
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