Contact: etfportfolios@algo-chain.com
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Algo-Chain was founded by former iShares and Barclays Global Investors specialists to give Wealth Managers and Financial Advisors the research, technology and applied AI to build, launch and manage their own ETF Model Portfolios — without handing over the client relationship. If you succeed, we succeed.
Algo-Chain was founded by Allan Lane, PhD and Irene Bauer, PhD — two of the people behind BlackRock's iShares investment research and ETF product R&D functions in Europe, with earlier careers built across Barclays Global Investors, JP Morgan and RBS. Years spent helping the world's largest asset managers build ETF-based portfolio solutions showed them the same problem again and again.
Wealth Managers and Financial Advisors were being forced into an uncomfortable trade-off: outsource their model portfolios to a third party and lose control of the client relationship, or build the capability in-house at significant cost and risk.
Algo-Chain exists to remove that trade-off — combining deep ETF research, portfolio construction tools and applied AI so our clients can launch and run their own suite of Model Portfolios, under their own brand, at a fraction of the cost of building it alone.
Our clients retain full control and can offer a premium service to their end clients.
Differentiate your firm by delivering superior, risk-adjusted results.
Our AI-powered ETF search engine and asset allocation wizard take the manual grind out of portfolio construction.
Our platform allows you to offer your own Bespoke Model Portfolio Service.
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 own white-label website.
“Insightful and inspiring as always, Allan! The integration of AI-driven tools into the creation and distribution of fractionalized model portfolios is truly groundbreaking. The collaboration between Algo-Chain, Vanilla Funds, and the London Stock Exchange is a testament to how technology can revolutionize wealth management.”
Decades of ETF, quantitative research and capital markets experience — assembled to help you deliver top quartile performance.
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.
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.
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.
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.
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.
Book a free consultation and see how Algo-Chain can help you launch your own ETF Model Portfolio proposition.
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 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.
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'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 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.
Bochra is an AI Engineering Intern at Algo-Chain, where she applies her expertise in Agentic AI and large language models to help advance the platform's mission of leveraging cutting-edge AI to simplify complex investment decisions. Her work supports Algo-Chain's drive to build intelligent, scalable systems that empower wealth managers and financial advisors with data-driven insights across global ETF markets.
Bochra is completing her final year of a Computer Science Engineering degree at the National Institute of Applied Science and Technology (INSAT) in Tunis, with a specialisation in Network Engineering and a strong focus on Artificial Intelligence and Machine Learning. Her technical background spans LLM fine-tuning, Retrieval-Augmented Generation, multi-agent systems, and the delivery of production-ready AI pipelines, all of which she brings directly to bear in building the next generation of AI tools at Algo-Chain.
