Gambit Financial Solutions is the creator of WealthExpert^TM and FolioMaster^TM, two industry leading wealth and asset management solutions. Gambit provides innovative and intuitive solutions in investor profiling, portfolio optimisation and risk management. We also provide a comprehensive performance and risk reporting service, AssetReporter^TM, an advanced and independent diagnostic for funds and portfolio management institutions.

Our customers include Retail and Mass affluent Banks, Private Banks, Assets Managers, Risk Managers, Family Offices, IFAs and Fund Managers.

Gambit focuses on providing robust and advanced solutions that are easy to install, use and understand. The solutions are agile and can be deployed on various and scalable platforms.

One concrete example

Gambit Financial Solutions optimization tool is notably used by Petercam S.A. for the allocation of its Patrimonial Fund. Petercam L Patrimonial Fund is an open-end fund incorporated in Luxembourg. The investment policy of the Fund aims at a long-term performance objective, while optimizing its risk/return profile in accordance with Gambit methodologies.

The factsheet is available on Petercam website or directly here.