Algo-Chain looks to empower Wealth Managers & Financial Advisors
We collaborate with Wealth Managers and Financial Advisors to create
and launch cutting-edge investment solutions, providing the option
to manage the portfolios on their behalf. If you succeed, we
succeed!
Trusted by Wealth Managers across the globe
Building a legacy of trust and innovation
We specialize in creating sophisticated ETF model portfolios
and leveraging AI-driven insights to simplify complex
investment decisions.
Retain Control
Our clients retain full control and can offer a premium
service to their end clients
Top Quartile Performance
Differentiate your firm by delivering superior results
What Clients Value Most About Us
Our platform allows you to offer your own Bespoke Model
Portfolio Service.
AI Assisted ETF Selection
Reap the benefits of the latest Generative AI tools that take
the strain out of searching for funds.
Showcase your portfolios via Algo-Chain’s API or your
white-label website
Allan Lane, PhD, Founding Partner
Allan is both a founding partner of Algo-Chain and Twenty20
Investments. Prior to this Allan spearheaded BlackRock’s iShares’
investment research initiative in Europe, working with a number of
clients in the portfolio solutions space. Previously he headed up
the ETF Product R&D team.
Before joining iShares in 2008, Allan had previously spent 3 years
within the Active Fixed Income business at Barclays Global
Investors, where he was responsible for building out the investment
platform, focusing on a range of trading strategies in the rates and
credit arena. Allan has also held a number of senior roles in the
investment banking industry, including a period at RBS where he was
The Global Head of Quantitative Research, responsible for the models
used to value the structured notes product range used by the bank’s
equity, rates, credit and fx business lines. In his rookie years in
the early 1990s, he learnt the craft of stochastic calculus as a
derivatives specialist at Banque Paribas, before being recruited to
head up JP Morgan’s Equity Derivatives Models team.
Allan studied Mathematics at Oxford University and Cambridge
University before subsequently gaining his PhD in Theoretical
Physics at The University of Washington in the US. With his close
ties to The Pacific Northwest in the USA, Allan has served on the
Board of Regents at the Honors College at Oregon State University,
where he is now an Emeritus Member
Irene Bauer, PhD, Founding Partner
Irene is a founding partner of both Algo-Chain and Twenty20
Investments and is a leading specialist in innovative portfolio
construction models which control target risk while optimising the
portfolio's returns. Previously, Irene has been at iShares,
BlackRock, providing portfolio solutions for their Client Group,
along with insights gained from a rigorous ETF investment research
process. Prior to that, Irene gained experience across all aspects
of ETFs while designing and researching new ETF products at iShares,
covering the fixed income, equities, commodities & alternatives
asset classes.
In her time at Barclays Global Investors Irene worked within the
asset allocation team in the Active Fixed Income business, where she
applied her expertise to the scientific investment approach of BGI.
Her career in the financial services industry started at ABN Amro
where she was responsible for the modelling of structured products,
specializing in mortgage backed securities.
Irene has a degree in mathematics from the University of Augsburg,
Germany, completing her doctorate thesis in numerical mathematics at
the University of Heidelberg. After obtaining her PhD, Irene spent a
number of years focusing on the commercial development of
statistical models and optimisation tools.
Mike Kleyn, PhD, Senior Data Scientist
Michael Kleyn is a Data Scientist for Algo-Chain, providing
expertise in the processing, manipulation, and analysis of
quantitative data for driving and managing investment portfolios.
With over twenty years’ experience in Capital Markets, he brings
know-how across several asset classes for the design of algorithms
associated with systematic investment.
His career in finance began in Bank Treasury - measuring and
monitoring counterparty credit exposure (RBS/AbnAmro). As the
industry evolved to become more and more reliant on data and
analytics for portfolio management, he moved to research and
development of systematic investing on the buy side for large Asset
Managers - in Corporate Credit & Credit Derivatives (Barclays,
BlackRock) - and in Sovereign Bonds and Global Equities
(Schroders).
Mike studied Engineering and Computing at Imperial College and
completed a Ph.D. in Computing Science (Graph Languages) at the
University of Texas at Austin.
Nick Stalder, Business Development
Nick's extensive career brings 35 years’ brokerage, equity sales &
marketing expertise to the business, complimenting his involvement
in the Blockchain space where he has been active since 2013.
Initially starting out as a trainee working in 1985 for
Schweizerische Depositen & Kreditbank in Zurich, Nick was to first
experience life on the floor at the Stock Exchange, which shaped his
passion for equity markets over the next 30 years. Re-locating to
Frankfurt saw him take a role at Nomura actively involved in
bringing Japanese Stocks & Warrants to the German institutional
market, before becoming a Regional Director for TIR Securities
Limited.
Subsequent roles included senior positions at E*Trade, Mint Equities
and Linear Investments, all operating out of London.
As a keen advocate of FinTech, Nick spent time as an Advisory Board
Member for the BTL Group Ltd, a Canadian Blockchain technology
company developing blockchain solutions for clients across multiple
industries, and lead The TS Pharma Group's capital plans to raise
capital through issuing Tokens.
Nick Jordan, Fund Sales Distribution
Nick is an experienced and successful Director in the Investment
Management Industry, a career spanning over 35 years. During his
extensive, and varied, career Nick has developed a wide range of
client relationships amongst the Wealth Management community within
the UK and Ireland.
Having had a successful career in the Building Society environment,
reaching a senior management level, Nick moved to County Unit Trusts
for two years to develop this ‘greenfield’ opportunity. After
County, Nick spent 19 years with Barings being appointed as
Director, and Deputy Head of the UK based Mutual Fund Sales Team
covering equity ,fixed income and hedge fund strategies across
multiple geographies and disciplines.
Moving then as a Director to Resolution Asset management (helping
manage the transition to Ignis Asset management) Nick spent nearly
nine years developing the multi geography,multi discipline, boutique
and inhouse, funds, including hedge funds and an innovative,
complex, fixed income fund, before moving latterly to Saracen Fund
Managers. At Saracen, Nick was a Director responsible for sales,
marketing and increasing Saracen’s footprint across the UK. Upon
subsequently establishing his eponymous consultancy, a deep, and
enthusiastic commitment with Algo-chain has developed.
James Shanks, Capital Markets
James Shanks is a markets advisor to Algo-Chain providing expertise
on trading ETFs, single stocks & futures.
With over twenty-five years’ experience in Capital Markets, James
brings a wealth of experience from the institutional equities
trading arena and a deep understanding of trading and ETF
execution.
Recently James has set up Mandria, a Wealth Manager offering
investment solutions to the intermediary space, and oversees the ETF
brokerage division at Tavira Securities - a global financial
services firm offering brokerage, asset management and wealth
management services.
A career that includes working for some of the biggest names in the
financial services industry including Schröders Italia, HSBC, ADIA
and Sanford Bernstein, James brings a broad understanding of the
different needs across different client segments. This includes the
private client space that Bernstein coveted, the high standards that
comes with the competitive world of the Sovereign Wealth Fund ADIA
and from the vantage point of Milan, Italy, working at Schröders, an
excellent understanding of Europe's Wealth Management industry.
Founding Partner
Founding Partner
Senior Data Scientist
Business Development
Fund Sales Distribution
Capital Markets
What Our Clients Think About
Our Services
FINT Invest
Algo-Chain’s API has been vital to our Wealth App,
seamlessly connecting our Model Portfolio platform to ensure
end investors benefit from portfolio adjustments. It has
significantly improved our portfolio rebalancing process.
Wes Wilkes
Wealth Manager
Lambourne Capital
Excellent system, great team. Easy to navigate, create and
monitor bespoke baskets and ‘ready-made’ baskets on your own
drivers. Easy to create reports and graphs and sort output,
great analytics.
Nick Roe
Chief Operating Officer
Algo-Chain’s API has been vital to our Wealth App,
seamlessly connecting our Model Portfolio platform to ensure
end investors benefit from portfolio adjustments. It has
significantly improved our portfolio rebalancing process.
Wes Wilkes
Wealth Manager
Excellent system, great team. Easy to navigate, create and
monitor bespoke baskets and ‘ready-made’ baskets on your own
drivers. Easy to create reports and graphs and sort output,
great analytics.
Nick Roe
Chief Operating Officer
Chas Everitt
It has been a pleasure working with Algo-Chain so far and
hope many more years to come. Professional and always
willing to take the extra time to ensure you are getting the
end product that your or your business requires.
Patricia Wood
Media Specialist
PKF Seychelles
I’ve been working with the team at Algo-Chain for a number
of years now and have been more than happy to recommend
their ETF based solutions to our clients, as increasingly
their tools are saving end users valuable amounts of time.
IIMG
As we expanded the capabilities of our Discretionary Fund
Management Service, Algo-Chain’s Model Portfolio Platform
proved indispensable. Their online Asset Allocation Wizard
and Portfolio Optimization tools have enabled IIMG to
compete at the highest level with enhanced efficiency and
precision
Stuart Raber
Chief Operating Officer
Chas Everitt
It has been a pleasure working with Algo-Chain so far and
hope many more years to come. Professional and always
willing to take the extra time to ensure you are getting the
end product that your business requires.
Patricia Wood
Media Specialist
PKF Seychelles
I’ve been working with the team at Algo-Chain for a number
of years now and have been more than happy to recommend
their ETF based solutions to our clients, as increasingly
their tools are saving end users valuable amounts of time.
IIMG
As we expanded the capabilities of our Discretionary Fund
Management Service, Algo-Chain’s Model Portfolio Platform
proved indispensable. The Asset Allocation Wizard and
Portfolio Optimization tools have enabled us to compete at
the highest level.
Stuart Raber
Chief Operating Officer