Sometimes the questions are complicated and the answers are simple. (Dr. Seuss)
Expertise
Review
Optimise capital and liquidity consumptions. Exploit third-party trading platforms. Review business processes of and around trading activities.
Valuation
Provide portfolio valuation including most complex investment instruments like structured products, special vehicles and distressed assets.
Management
Review risk governance, policies and risk limit framework. Analyse market, credit and liquidity risks in hedging or investment portfolios.
Changes
Provide expert opinion on existing or new regulatory rules. Assess impact of the changes. Provide implementation strategy.
Data
Manage and optimise data flow. Extract value using state-of-the-art tools, like classification and machine learning.
Leverage technology for the day-to-day activity. Improve efficiency and costs with targeted solutions. Implement prototypes to target specific challenges.
Start your journey with us now
Once we accept our limits, we go beyond them (A. Einstein)
Effective Action
Serving small and mid-cap companies active in the financial sector
Effective Action is located in Zug, a Swiss canton hosting several international companies and home to the Crypto Valley association.
In a dynamic and ever increasingly complex environment, to stay idle is not an option. Customer expectations are changing rapidly. And consumer protection creates additional regulations. At the same time new opportunities arise to deliver better and targeted services.
Effective Action can work with you to navigate this new landscape and effectively adapt your value chain.
Innovative
Creative
Pragmatic
Operative
Daniel Cangemi
My experience in trading and risk management spans almost twenty years with leading international companies in London and Zürich. I recently held the positions of Chief Risk Officer and Member of the Executive Committee at Leonteq. I hold a PhD in physics from the University of Lausanne. Passionate about the recent technology developments, especially around data management and artificial intelligence, I am putting my core competencies to advise on strategic developments and deliver solutions tailor made for small and medium companies.