Independent investment management with a client-first philosophy
Exclusive Market was founded in 2008 with a simple mission: to provide truly independent, fee-only investment management that puts clients' interests first. What began as a small London-based firm has grown into a global organization with offices across four continents, yet we've never lost sight of our founding principles.
Unlike many financial firms, we're not owned by a bank or financial conglomerate. This independence allows us to provide unbiased advice focused solely on our clients' financial success, free from the conflicts of interest that plague much of the financial services industry.
To redefine wealth management through transparency, innovation, and client-aligned strategies that stand the test of time.
To empower clients with independent financial guidance that maximizes returns while minimizing conflicts of interest through our fee-only structure.
From our London beginnings to global presence
Established during the financial crisis with a commitment to ethical, transparent investing when it was needed most.
Expanded to North America to serve clients across time zones with our growing team of investment professionals.
Established Middle East presence to bridge European and Asian markets with local expertise.
Launched dedicated digital asset services as institutional interest in blockchain technology grew.
Completed our global coverage with Asia-Pacific headquarters to serve clients around the clock.
Experienced professionals guiding your financial future
Founder & CEO
As former Managing Director at Morgan Stanley's Private Wealth division, Daniel managed portfolios for ultra-high-net-worth clients totaling $4.2B in assets. He founded our firm in 2008 to disrupt traditional fee structures, introducing the first flat-fee model that saved clients an average of 28% annually. Under his leadership, we've expanded to 12 markets and consistently ranked in the top 5% of Barron's advisor satisfaction surveys.
President & COO
Julia transformed UBS Wealth Management Americas' operations, reducing client onboarding time by 40% through AI-driven automation. At our firm, she implemented a proprietary client service platform that improved response times by 65% while cutting operational costs by $2.1M annually. Her robotics engineering background from MIT Sloan uniquely positions her to bridge finance and emerging technologies.
Chief Investment Officer
Anika managed $8.5B in fixed-income assets at PIMCO, where her derivatives strategies outperformed benchmarks by 3.2% annually. She developed our ESG integration framework, which has screened out 142 high-risk holdings since 2020 without sacrificing returns. Named to Barron's Top 100 Women in Finance three years running, she frequently testifies before Congress on sustainable investing regulations.
Chief Technology Officer
At Jane Street, Raj engineered AI trading systems that processed 12% of Europe's ETF volume. He holds patents for algorithmic risk models now used by the NYSE and led development of our blockchain settlement system, reducing trade clearing times from T+2 to near-instantaneous. His team's fraud detection algorithms have prevented $47M in suspicious transactions since 2021.
Head of International Operations
Marcos grew Citibank's LATAM private banking assets to $15B by establishing partnerships with 9 central banks. He navigated complex Brexit regulations to secure our EU banking license in 2020. Fluent in four languages, he personally mentors our 23-country liaison team from our Singapore hub.
Chief Compliance Officer
As a senior AMF regulator, Sophie authored France's cryptocurrency oversight guidelines adopted by the EU in 2022. Her AI-powered monitoring system reduced false-positive alerts by 72%, saving 15,000 compliance hours annually. She chairs the Global Financial Integrity Taskforce while maintaining a 100% audit pass rate for our firm across all jurisdictions.
Collaborating with leading financial institutions worldwide
Join hundreds of clients who trust us with their financial future.