01
Information is no longer the advantage.
Data and generic analysis are universal, your insights are not.
About XALT
XALT is an industry specialist that exists to turn fragmented investment expertise into organisational judgement across Distribution.
An agent that knows the market. And knows how your firm thinks.
Our point of view
AI can make information easier to access. It cannot, by itself, know which interpretation reflects the firm, which context matters to the client or what action is right.
01
Data and generic analysis are universal, your insights are not.
02
The challenge is fragmentation across functions, systems and relationships.
03
Client & market context makes investment information useful at the point of engagement.
04
Better decisions come from applying collective expertise with context and intent.
External recognition
We build great technology because of our deep domain expertise and knowledge of our client and industry's challenges. Independent recognition reflects our daily focus on shaping the product.
Accreditation
Information security management
Finalist
2026 and 2025
Winner
Investment Week Innovation Awards 2020
Winner
Digital Client Engagement Summit 2019
Where we work
Commercial proximity keeps the product connected to Distribution. A distributed development capability supports the scale and complexity of global asset management.
Commercial offices
Our commercial teams work close to asset management leaders and Distribution teams.
Development hubs
Our product and engineering teams turn investment expertise into a dependable, governed operating layer.
Leadership and team
XALT brings together people who have worked across investment distribution, institutional markets, and enterprise technology.
Founder
Patrick has more than 20 years of experience across asset management, retail advisory and institutional trading, including roles at Qatar Investment Authority, GFI Group and Accenture. That experience gave him a first-hand view of how valuable investment expertise can become fragmented across products, specialists and systems. He founded XALT to help asset managers make that collective intelligence more accessible, governed and commercially useful across Distribution.
Technology
More than 15 years in strategic software development and delivery, including work with Yahoo and Microsoft.
Product
Experience in asset-management distribution change, bringing product thinking and commercial workflows together.
Business Development
More than 25 years in European fund sales and client relationships, including S&P, OBSR and Morningstar.
U.S. Client Director
More than 20 years in financial services, U.S. business development, digital innovation and client engagement.
Marketing
More than 30 years in senior marketing and communications roles across financial services and technology.
General Counsel
More than 23 years in corporate and commercial law, with experience at Steptoe & Johnson LLP and GFI Group.
Start a conversation
See how XALT can put stronger Commercial Judgement behind every client decision.