LUMIQ blends proprietary machine intelligence with the collective human intelligence of an award-winning team of institutional wealth management industry veterans to bring Smart Portfolio Optimisation and Goals-based Financial Planning to advisors.
LUMIQ is purpose-built to address the unique goals of financial advisors across the entire spectrum of the wealth management industry.
LUMIQ empowers advisors to meet their clients’ performance expectations with confidence.
Created by globally experienced award-winning investment managers, LUMIQ aims to change and enhance the industry and bridge the gap between institutional and retails investors strategies and returns. We deliver transparent and leading Wealth Management processes with evolutionary investment solutions that lead to a sustainable trust partnership.
