Matthias Koberstein
Role
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Asset Allocation & Risk Management
Maximize long‑term outcomes with a disciplined asset allocation process. We design portfolios around objectives, constraints and risk budgets—aligning asset classes and factor exposures with your goals while managing drawdowns and funding risk.
About us
Matthex Advisors is an independent firm focused on asset and capital allocation. We translate objectives and constraints into implementable policy portfolios, with clear risk budgets and transparent trade‑offs.
Customized Asset Allocation
Strategic and tactical mixes tailored to your objectives, liquidity needs, horizon, and tolerance for drawdowns.
Risk Budgeting & Constraints
Explicit risk budgets, guardrails and funding‑ratio awareness built into the allocation, not added after the fact.
Multi‑Asset Diversification
Broad exposure across equities, rates, credit, real assets and defensive factors to improve resilience.
Transparent Reporting & Support
Ongoing monitoring, attribution and scenario views that explain drivers of risk and return—plus responsive support.
Our Team
We’re a small team with broad collective experience in finance, across asset allocation, portfolio management, risk and investment banking; connected through our passion to use data to drive innovation in the sphere of personal finance.
Ilse Hutten
Role
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Tigran Arzumanov
Role
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Our Mission
Saving your retirement
We are on a mission to enhance the techniques used in, and raise the standard of, retirement saving. After all, retirement is far less enjoyable if your living standard strays far from expectations.
Enabling you
“I must invest, but it’s all so complex…” We believe investing can be made simple with the right tools. Our focus is to improve understanding of assets, the investment process, and allocation to asset classes—so you can act with confidence.
Scientific guidance
We bring as much scientific insight to decision‑making as possible. With modern data and computing, dependencies can be measured and modeled, helping to limit uncertainty and clarify risks and opportunities.
- Align portfolios with real goals: sustaining future living costs.
- Use dynamic allocation where prices and risks evolve.
- Keep the process transparent and repeatable.