Comprehensive market risk analytics for investment professionals
Our extensive experience of market volatility has driven our development of a risk analysis tool that avoids portfolio performance erosion caused by poorly timed investment decisions.
Our Impact
The effect of our analysis is unique to each of our clientsand their own investment objectives, however
We Do:
Provide analysis which focuses on highlighting periods of significant changes in market risk;
Provide market observations based on extensive personal experience
Enable our clients to preserve portfolio value by navigating market movements effectively.
We Don’t
Dictate or direct clients with buy/sell instructions
Sinergi and the future of investment management
Individually, the Sinergi team has a diverse range of experience gathered across markets and economic cycles. This experience originates in roles as active traders, market makers, and investment managers, and has evolved with the availability of ever improving technology to a comprehensive risk management service.
Our common interest has always been distinguishing “evidence” from “instinctive” decision making. Our ability to put evidence first in the process of identifying risk and changes in markets makes our modelling robust and highly effective.
With increasing uncertainty across all regions, markets and sectors our risk modelling helps clients to achieve an “edge” in anticipating change and making effective rather than reactive portfolio decisions.
Each element of our modelling, scores, exhaustion, and risk ladders can be tailored for a range of clients to fit their own unique investment circumstances.
Meet the team
Gerry is originally a drummer, who fell in to trading to make ends meet between gigs.
His earliest roles drove him to investigate the drivers for good trading decisions. Years of analysis has proven only that there is no single universal trading model, but there is an ever-expanding range of tools and data to work with.
Through a wide and varied career Gerry has refined the tool selection process and more importantly created unique metrics to understand relative market performance and to preserve portfolio value in periods of transition and price volatility.
In the meantime, Gerry continues to gig with his band in the hope of being discovered.
As a Birmingham City fan Pete has elected to spend most of his adult life in London, Dubai, and Paris.
From his earliest roles in the investment world Pete has worked in data analytics with evidence-based decision tools and their application to fund selection strategies.
Having worked in the wealth management sector Pete is well placed to advise on the application of our models for evidencing “consumer duty” and “value addition” services.
On a personal level Pete continues to be driven by his quest to understand why a football team with all the attributes to be successful aren’t.
Where to find us
We are based in Edinburgh
We have an international client base trading exchanges, and instruments across global markets.
