Optimizing Your Investment Landscape


Our Mission is to Increase Investors’ Net Returns
and Enhance Investment Governance

About us

XTP is a specialist consultant focusing on transparency, cost and risk. For more than 20 years we have helped Institutional Investors to get the most from their current investment set-up and enhance investment governance.

We are a data-driven organisation with a highly experienced team of more than 40 senior industry specialists, quantitative analysts and software engineers. Technology is a fundamental component of how we operate and underpins our ability to deliver superior outcomes.

We have a proven track record of increasing implementation efficiency in public and private market assets from clients across Europe and the USA.

What does XTP offer?

XTP actively support scheme stakeholders in turning data into results. We create full cost transparency in your public and private market portfolios. We assure contract compliance, eliminate process inefficiencies & operation risks, and optimize costs without changing your investment set-up.

The result is a risk-free increase in net return across all asset classes.

Enhanced Insight

through comprehensive benchmarking & forensic analysis

Increased Net Return

by eliminating process inefficiencies & optimizing costs

Enhanced Governance

from improved transparency & assured contract compliance

Our approach

Industry reporting templates and conventional cost-measures such as the Total Expense Ratio (TER) represent only part of the investment costs incurred. Key cost categories, such as implicit transaction costs, performance fees and portfolio level costs, are missing from these metrics. Templates and ratios do not tell you where operational inefficiencies and cost leakages are causing unnecessary underperformance.

XTP helps to align your scheme with industry best practice and identify where your portfolios should be earning you more. We are an independent consultant working with you, representing your best interests.

We follow a simple three step process:

Creating Full Cost Transparency

of your investment value chain. We look further than headline figures given by service providers or industry reporting templates. All costs and processes across all asset classes are captured and verified to ensure that data is true and accurate, giving you a complete perspective of your scheme’s investments and the effective total cost.

Optimizing Your Investment Set-Up

to extract the full value from your decisions. XTP benchmarks all costs and processes against industry best-practice, sets competitive targets and offers actionable suggestions to remove cost leakages and operational risks that drain on your performance. We verify if your service providers have complied with their contractual obligations and we implement the identified improvements through skilled negotiations.

Monitoring

the ongoing effects of improvements. XTP provides support behind the scenes and reports savings directly to you. Capital markets are constantly changing and your investment governance needs to reflect this. We will update you as best practices evolve and relevant innovations occur.

“The whole is greater than the sum of its parts”

Aristotle

How are we different?

Full cost transparency is critical to improve efficiency. XTP prides itself on its bottom-up approach to data collection and analysis. Our proprietary data engines, big data scrutiny and forensic approach offer our clients a clear perspective on their portfolio and provides the basis for expert insights.

True Independence

XTP’s analysis spans the entire investment value chain, yet we do not participate in any investment activity. Our exclusive focus is to improve the implementation efficiency to create a measurable performance improvement for your scheme. Since we only work for asset owners, we have no conflict of interest. Therefore, we are in a unique position because your service providers can deliver us data, knowing that we will not use it for our investment gain or share it with anyone else.

Aligned Interests

Aligned interest is very important when it comes to costs.  XTP’s compensation is strictly linked to achieved improvements. Our clients bear no upfront costs or downside risk. Only the measures approved by you will be implemented.

Results Focused

Collecting and accepting reported data will not get the most out of your assets and assure contract compliance. XTP combines an analytical bottom-up approach in collecting and verifying data with forensic capabilities and big data methods. We perform the analysis and take it forward, negotiating directly with service providers to achieve improvements. This is not a reporting exercise that comes with the headache of ‘what do I do next’, XTP ensures the value comes to you.

Our People

Jannik Ahlefeldt-Laurvig

Associate Partner, Nordics

Jannik Ahlefeldt-Laurvig

Associate Partner, Nordics

  • Client relations Nordics
  • Former Administration Lehman Brothers Europe (settlement negotiations)
  • Former Executive Director Goldman Sachs (Fixed Income, Currencies, Commodities)

Marc Becker

Managing Partner

Marc Becker

Managing Partner

  • Head of Analytics
  • Liquid Assets Benchmarking since 2008
  • Product Development

Stewart Bevan

Associate Partner, UK

Stewart Bevan

Associate Partner, UK

  • Client relations UK
  • Analytics and negotiations
  • Former member of the FCA’s Institutional Disclosure Working Group
  • Former professional at J.P. Morgan and KAS Bank

William P. Conlin

Executive Chairman, XTP USA

William P. Conlin

Executive Chairman, XTP USA

  • Former President and CEO, Abel Noser
  • 40 year’s experience in the service of sponsors, foundations and endowments

Dr. Nikolai Dördrechter

Managing Partner

Dr. Nikolai Dördrechter

Managing Partner

  • COO, Head of Private Markets
  • Analytics, negotiations and business development
  • Former Managing Director and Co-Founder Policen Direkt and Partner Private Equity and M&A at Oliver Wyman

Michael Fuß

Managing Partner

Michael Fuß

Managing Partner

  • Head of client relations and negotiations
  • Former Managing Director institutional asset management Deutsche Bank
  • Background in trading, administration and distribution

Philipp Henrich

Managing Partner

Philipp Henrich

Managing Partner

  • CEO, Founder
  • Lead corporate matters, financials and strategy

Wolfram Klingler

Managing Partner

Wolfram Klingler

Managing Partner

  • Development optimization strategies and lead negotiations 
  • Strategy, international expansion
  • Former professional at Clearsight (private equity) and GAM (hedge funds)

Dr. Achim Lutz

Partner, UK

Dr. Achim Lutz

Partner, UK

  • Business Development UK
  • Real Estate Expert
  • Former Managing Director German real estate asset manager and capital markets lawyer at Shearman Sterling

Arndt Völkle

Managing Partner

Arndt Völkle

Managing Partner

  • Head of Financial Engineering
  • Expert for valuation of derivatives and complex securities as well as execution processes
  • Former Managing Director of EDG and CTO of vwd

Prof. Lutz Johanning

Partner and Head of the Supervisory Board

Prof. Lutz Johanning

Partner and Head of the Supervisory Board

  • Founder
  • Holder of the Chair of Empirical Capital Market Research at WHU – Otto Beisheim School of Management
  • Member of the Consultative Expert Group for the European Supervisory Authorities (ESMA, EBA, EIOPA).

Prof. Dr. Ralf Elsas

Supervisory Board Member

Prof. Dr. Ralf Elsas

Supervisory Board Member

  • Head of the Institute for Finance and Banking, Ludwig-Maximilians-Universität Munich

Dr. Carl-Peter Feick

Supervisory Board Member

Dr. Carl-Peter Feick

Supervisory Board Member

  • Expert in Banking and Capital Market Law
  • Senior Partner at Linklaters Germany and Member of the global Executive Committee (2010-2016)
  • Lawyer at Linklaters in London and Frankfurt (1995-2018)

Join us

Our services are utilised across the most sophisticated financial markets in the world, and we are building an international culture where our team feels empowered, responsible and valued. We can offer you access to bright minded people, the environment to develop your knowledge further, and a platform to make a difference to financial services in public and private markets.

If you would like to be part of an innovative and growing company, please get in touch! Below is a list of our open opportunities, but if you think you could bring something special to our team, we would love to hear from you.

We are looking for:

General Counsel (f/m/d)

detailed job description

Analyst Investment Consulting (f/m/d)

detailed job description

Analyst Real Estate (f/m/d)

detailed job description

Analyst Private Equity (f/m/d)

detailed job description

Fund Controller (f/m/d)

detailed job description

Manager Investment Consulting (f/m/d)

detailed job description

Manager Real Estate (f/m/d)

detailed job description

Manager Private Equity (f/m/d)

detailed job description

Junior Customer Relationship Manager (f/m/d)

detailed job description

Senior Web/.Net Developer (f/m/d)

detailed job description

Junior Web/.Net Developer (f/m/d)

detailed job description

Working Student / Internship (f/m/d)

detailed job description

Contact

ALL COUNTRIES/GERMANY

Michael Fuß
+49 (69) 76 80 750

UNITED KINGDOM

Stewart Bevan
+44 (751) 69 77 057

SCANDINAVIA

Jannik Ahlefeldt-Laurvig
+45 23 26 50 53

NORTH AMERICA

William P. Conlin
+1 (516) 314-6696

Locations

GERMANY

Barckhausstraße 10,
60325 Frankfurt am Main,
Germany

 

Am Poign 4,
82515 Wolfratshausen,
Germany

SWITZERLAND

Eichenstraße 2,
8808 Pfäffikon,
Switzerland

NORTH AMERICA

173 Huguenot St,
Suite 200,
New Rochelle NY 10801,
USA

© XTP AG

Imprint
GDPR

Legal Disclosure

Information in accordance with section 5 TMG

REPRESENTED BY

Marc Becker

Dr. Nikolai Dördrechter

Michael Fuß

Philipp Henrich

Arndt Völkle

CONTACT
Telephone:

+49 (69) 76 80 75 0

E-Mail:

Web:

www.xtp-group.com

REGISTER ENTRY
Register Number (Handelsregister):

HRB 105646

Register Court:

Amtsgericht Frankfurt/Main

VAT NUMBER
VAT indentification number in accorance with section 27 a of the German VAT act:

DE 237458709

Disclaimer

Accountability for content

The contents of our pages have been created with the utmost care. However, we cannot guarantee the contents’ accuracy, completeness or topicality. According to statutory provisions, we are furthermore responsible for our own content on these web pages. In this context, please note that we are accordingly not obliged to monitor merely the transmitted or saved information of third parties, or investigate circumstances pointing to illegal activity. Our obligations to remove or block the use of information under generally applicable laws remain unaffected by this as per §§ 8 to 10 of the Telemedia Act (TMG).

Accountability for links

Responsibility for the content of external links (to web pages of third parties) lies solely with the operators of the linked pages. No violations were evident to us at the time of linking. Should any legal infringement become known to us, we will remove the respective link immediately.

Copyright

Our web pages and their contents are subject to German copyright law. Unless expressly permitted by law (§ 44a et seq. of the copyright law), every form of utilizing, reproducing or processing works subject to copyright protection on our web pages requires the prior consent of the respective owner of the rights. Individual reproductions of a work are allowed only for private use, so must not serve either directly or indirectly for earnings. Unauthorized utilization of copyrighted works is punishable (§ 106 of the copyright law).

Picture credits

©MissPassionPhotography/Thinkstock/#516987768
©violetkaipa/Thinkstock/#174381855
©Natalia Lukiyanova/Hemera/Thinkstock/#100762783
©fpm/iStock/#173684243

Data Protection

General Provision

XTP understands that your privacy is important. We are committed to protect your privacy and personal data that we process in the course of our business. To meet this commitment and our obligations under applicable data protection laws, XTP has implemented the necessary measures to ensure the protection of your personal data.

This Privacy Policy describes how we handle and protect your personal data in connection with the nature, scope, and purpose of the collection, and the use and processing of the respective data.

Personal data includes all information reated to you as a natural person, in particular by reference to an identifier such as your name, address, e-mail address, phone number,. Definitions for terms covered within this Privacy Policy, such as “personal data” or “processing”, can be found in Art. 4 GDPR.

XTP may, in its discretion, amend this Privacy Policy from time to time. To ensure you are able to remain informed about the information we collect and how we use it, material changes to our policy will be reflected here. Therefore we recommend you to review our Privacy Policy on a regular basis.

Contact Details according to GDPR Article 4 (7)

For further questions related to the processing of your personal data please reach out to:

XTP AG („XTP“)
Barckhausstraße 10
60325 Frankfurt am Main
Germany

E-Mail address:

Information we collect – Use of information

XTP collects personal data on certain areas of his websites. The personal data we collect may be used where we have your specific consent to do so, or where XTP has a legitimate interest in or other legal basis for processing such information.

In case you view our website for information purposes only, we collect the personal data that your browser transmits to our servers. This data is collected in accordance with GDPR Article 6 (1) lit. f. which is technically necessary for displaying you the content of our website as well as ensuring the stability and security of our website:

  • visited website
  • date and time of access
  • quantity of data sent in byte
  • source/reference of your site accessing our website
  • your browser
  • your operating system
  • your IP-address

The collection of this data for the provision of our website as well as the storage of the data in log files is essential for operating our website. The storage of the data is primary for security purposes, e.g. to clarify cases in the event of abuse. The user has no right to file objections in this case. If data has to be stored for legal evidence, it will not be deleted until the matter is permanently settled.

Range Measurement & Cookies

XTP may use first and third party cookies and other tracking technologies to manage our Sites and our services and collect analytics about how you use them. Cookies are small files which are stored on your terminal device and accessed by your browser. The use of cookies increases the user-friendliness and security of this website. If you do not want to save range-measuring cookies on your terminal device, you have the possibility to opt out to the use of these files here:

Cookie-deactivation page of the network advertising initiative:

http://optout.networkadvertising.org/?c=1#!/

Popular browsers offer the preference option of not allowing cookies. Note: There is no guarantee that you will be able to access all the functions of this website without restrictions if you make these settings.

Collection and Processing of Personal Data

XTP will not sell, share, or rent or otherwise make available your personal data to other parties, except that we may disclose the information to third parties who perform services on our behalf and have a need to access the information in connection with those services.

You can also visit this website without actively submitting any personal data. In order to improve our online services, we store your access data (without linking it to you as a person) on this website (see above). Due to the anonymization of the collected data it is not possible to link the data to individual persons.

Handling of Contact Data

If you contact us through the offered contact options, your details will be stored so that they can be used to process and answer your request.

Your Rights

In accordance with applicable data protection laws, including but not limited to the GDPR, you have a right to request a copy of the personal information we hold about you and details how we use that information.

If any of the information held about you is incorrect or out of date, you have the right to amend or rectify it, please contact therefore:

Please note that we need to prove who you are before we can provide you with any information.

XTP retains your personal data for so long as is necessary to fulfil the purpose for which it was collected and to fulfill our legal data storage obligation by law.