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Advising private clients manage their wealth.

Private clients, families and foundations come to ibx for the expertise we offer them in managing multi-generational wealth. Our distinguishing feature is the extent to which we apply advanced quantitative techniques and cutting-edge machine learning techniques to augment our insights. 

Transparent.

We support clients with independent, data-driven, cross-asset advice covering private equity, venture capital, private credit, listed equity and credit. Our cutting-edge machine learning systems are designed to provide us with persistent, verifiable context awareness and to supercharge our human decision-making accuracy, velocity and execution. 

Tailored.

Clients come to us for the attention and time we dedicate to ensuring we - and our custom tools - are tuned to deliver precise insights tailored to their specific situation and its likely future evolution. We focus on deploying real-time, bespoke optimizations driven by the full prevailing client situation - performance, life-cycle, philanthropic goals, risk tolerances and tax & regulatory constraints.

Access.

We relentlessly seek targeted investments in service to our clients from a global network of talent built up by our senior team over a 20-year history operating at the investment industry's leading edge. Long-term compound performance is our guide in this endeavor, backed by a firm belief in the cumulative power of marginal gains and efficiency.