About us

Axle is the flagship offering from B&B Analytics, a strategic advisor, analytics boutique and financial technology provider delivering transparency, safety and sustainable performance to the wealth management and investment management industry.

Established on the principles of build & buy, Axle blends proprietary research and analytics capabilities of B&B Analytics with best-of-breed third-party risk analysis and investment controlling capabilities to deliver a comprehensive range of fully customizable and scalable solutions.

Team

Team B&B Analytics is an enterprising group of experienced advisors, investment and risk professionals, technologists and analysts dedicated to the common goal of combining state-of-the-art technology with a deep understanding of unique business needs to deliver cutting-edge solutions in a rapidly changing wealth and investment management landscape.

Alistair Heggie

Director

Alistair has 25 years of experience in financial services, working for tier-1 banks, leading consultancy firms and entrepreneurial start-ups. Alistair serves as the Chief Operating Officer at SEBA Bank AG, one of the world’s first licensed and supervised universal banks for cryptocurrencies and digital assets. Alistair holds a degree in Aeronautical Engineering from Bristol University, and has a proven track record in different cross-functional areas such as CTO, COO and CRO. Alistair has led global teams in enterprise architecture, operational risk control, business management, change management and information architecture.

Philipp Baretta

Director

Philipp is an expert in capital markets and investment delivery. Philipp serves as the Head of Client & Investment solutions at SEBA Bank AG, one of the world’s first licensed and supervised universal banks for cryptocurrencies and digital assets. Prior to joining SEBA, Philipp was Chairman and Founding Partner of B&B Wealth Solutions, a multi-family office based in Switzerland and served on the Board of Hérens Partners, a FINMA licensed asset manager. Philipp has also held several senior positions at Citigroup and Credit Suisse. At Credit Suisse, he was a member of the Private Bank’s ‘Global Executive Committee’ and the management team of the Private Banking’s business area “Investment Services & Products”. At Citigroup, Philipp was the Private Bank’s Head of FX in New York and the European Head of Capital markets in Zurich. Philipp holds a MBA in “International Wealth Management” from the Tepper School of Business at Carnegie Mellon University in Pittsburgh and the University of Geneva. Philipp is a Swiss citizen.

Martin Hueppi

Director

Martin has a longstanding expertise in managing and advising complex multi asset class portfolios for institutional and private clients. Defining strategic and tactical asset allocations as well as implementing and managing equity, fixed income and multi-asset class portfolios, are amongst his core competencies. He started his career as a manager of Fixed Income mutual funds at Clariden Leu, a Swiss private bank. He then took over the responsibility for the entire investment management area of the bank covering all asset classes including Equities, Fixed Income and Alternative Investments. He was a founder and partner of Dynapartners AG, an independent Swiss based asset manager where he was responsible for the investment management. Martin holds a Master’s Degree in Economics from the University of St. Gallen, Switzerland and is a Chartered European Financial Analyst.

Rohan Misra

CEO, B&B Analytics Private Limited, India

Rohan is an investment and risk expert specialized in multi-asset class research and analytics, risk-driven investment processes, and investment technology. Prior to joining B&B Analytics, Rohan led a group of quantitative specialists in the private banking research division of Credit Suisse. Rohan started his career at Infosys where he worked on research assignments for a leading investment bank. Rohan graduated from the Indian Institute of Technology at Roorkee, India with a degree in Electronics and Communications Engineering and is also a CFA charter holder and a Certified Financial Risk Manager. Rohan is an Indian citizen.