Our story

Enodo is the Latin word to explain, literally to unknot or untangle. This encapsulates our vision – to bring clarity to the complexity of being wealthy.

Our founders have had the privilege of advising some of the world’s wealthiest families. They’ve observed first-hand the liberation and opportunity that wealth can bring – unifying families around a common purpose, creating real economic impact via a family business, or contributing to wider society through audacious philanthropy.

At times, they’ve also seen the stress and confusion that can result. They’ve witnessed family disharmony, miscalculations in family business or investment strategy, and the hugely detrimental impact of working with advisors who put their own interests first.

Our founders have engaged in the rigour of advanced academic research. Their own analysis of peer-reviewed academic literature across the disciplines of finance, economics and business psychology, combined with their deep professional experiences, have allowed them to arrive at new perspectives on how to be wealthy and how to manage wealth.

The result of their thinking is the Enodo Leadership in WealthTM advisory framework which supports wealthy families in using their wealth to lead across all the dimensions of their life – family, firm and society.

Furthermore, the Enodo Goal-based Asset and Liability Allocation (GALA) ModellerTM offers ground-breaking insights into optimal strategic asset allocation – examining the risk characteristics of a family business shareholding and analysing  tolerance for risk from psychological personality profiling. You can experience a shortened version of this powerful tool here.

At Enodo, we offer rigorous, independent and intelligent advice to wealthy families around the world. We aspire to be your trusted partner, wherever life leads you.

Our services

We use our Leadership in WealthTM advisory framework to support you in achieving success across the dimensions of your life

Leading your family

  • Coaching your family on its goals
  • Establishing a family governance framework
  • Structuring of family wealth
  • Setting up a family office

Investing for your family

  • Establishing your risk profile and strategic asset allocation using Enodo GALA Modeller™ - incorporating assets and liabilities, business exposure and personality profiling
  • Chairing or facilitating a family investment committee
  • Selecting the best investment managers
  • Analysing specific investment opportunities, including alternative investments and recent innovations such as cryptocurrencies
  • Understanding the impact of investing in your passions, such as art and collectibles
  • Monitoring of performance and risk
  • Guiding and analysing where you are in dispute with your investment advisor
  • Educating the next generation on investing

Leading your firm

  • Performing a review of your strategy and effectiveness, including governance issues
  • Using business psychology to strengthen leadership, optimise people performance, ensure fair rewards and advise on succession planning
  • Understanding and communicating your social and economic impact

Investing for your firm

  • Managing your liquidity
  • Optimising your foreign exchange risks
  • Reviewing your equity and debt capital market opportunities
  • Assessing of corporate opportunites, such as acquisitions
  • Environmental, Social, and Corporate Governance (ESG)

Leading your society

  • Advising on your impact and influence
  • Managing your reputation

Investing for your society

  • Establishing your philanthropy strategy
  • Analysing impact investing, social finance and venture philanthropy opportunities
  • Setting up your family foundation, including governance structuring
  • Monitoring your philanthropic investments to maximise impact

Your family

Leading your family

Investing for your family

Your firm

Leading your firm

Investing for your firm

Your society

Leading your society

Investing for your society

Our partners

Baris has over 15 years of experience in wealth management and investment banking in London, Zurich and Frankfurt. Between 2006 and 2020, he worked for UBS, where he was a Managing Director.

Nick has over 20 years of experience in wealth management, predominantly spent at UBS where he was a Managing Director. He held a number of senior leadership roles...

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    Wherever life leads you

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