NUMA

Investment expertise
and technology
for your team

Research, analytics and bespoke tools built around the needs of your investment business.

Tell us what you need See our work
Investments and technology overlap, with NUMA at the intersection.
Investments Technology

NUMA

What we do

Less complexity. More capacity. Room to grow.

We combine bespoke investment analysis, practical technology and automation to simplify workflows and free up your team to focus on clients and growth.

Research & bespoke analysis

Understand markets, portfolios and products with analysis built around your investment work.

Technology & automation

Custom tools, automated workflows and learning platforms designed for the way your organisation works.

Client communications

Keep your clients informed through clear, timely communications under your brand.

See what we do

Our work

NUMA in practice

Examples of how NUMA supports investment businesses across pricing, portfolio analysis, client communications and internal reporting.

Illustrative overview · sample data

End-to-end pricing automation

We connect the steps between a client request and the delivery of pricing.

  1. Client request
  2. Pricing inputs
  3. Automated pricing
  4. Client delivery
Pricing summarySample

Reverse convertible · 12 months

  • Issuer A8.6%
  • Issuer B8.4%
  • Issuer C8.1%

Ready for client delivery

Portfolio analysis

We bring client portfolio data together and analyse exposures in the context of market conditions.

Holdings · Statements · Transactions · Markets

Portfolio overviewSample

Allocation

  • Equities 42%
  • Bonds 31%
  • Structured 14%
  • Cash 13%

Exposure

  • Europe46%
  • North America38%

Client communications

Newsletters, reports and tailored alerts keep clients informed under the client’s own brand.

Newsletter · Client report · Personalised alert

Your brandClient report

Monthly market review

Enabled by NUMA

Internal performance reporting

We organise activity data to show where time goes and where the business needs attention.

Where time goesSample
  • Research
  • Pricing
  • Reporting

Needs attention

Explore our work →

About

The people behind NUMA

About the team

Marc Jabbour

Managing Partner

Research, investment analytics and bespoke technology.

Karl Khadra

Partner

Investment-desk experience, client relationships and partnerships.

Myriam Oualha

Myriam Oualha

Board Member

Financial-markets expertise and strategic direction.

Contact

Tell us what your business needs

Tell us what you want to improve, whether you need a defined project or ongoing support.

Tell us what you need

What we do

More capability for your investment team

Research & bespoke analysis

Understand markets, portfolios and products with analysis built around your investment work.

Market intelligence · Portfolio analysis · Product and pricing research

Including derivatives and structured products.

Technology & automation

Custom tools, automated workflows and learning platforms designed for the way your organisation works.

Pricing automation · Dashboards · Reporting workflows · Learning tools and platforms

This can include learning tools and platforms tailored to your organisation’s content and users.

Client communications

Keep your clients informed through clear, timely communications under your brand.

Newsletters · Client reports · Personalised alerts

From scattered information to work your team can use.

Inputs

  • News
  • Markets
  • Events
  • Portfolios
NUMA

Outputs

  • Analysis
  • Tools
  • Communications

How an engagement works

From your challenge to a working solution

A defined project or ongoing support, built around your business.

  1. Objectives Data Workflow
    Your need

    01 Understand

    We understand your objectives, information and existing workflow.

  2. Scope Deliverables Timeline

    02 Define

    We agree the scope, deliverables and timeline with you.

  3. Investments Technology
    Draft solution
    Your feedback

    03 Build

    We develop the solution, combining investment expertise, technology and your team’s feedback.

  4. Agreed deliverable
    Your team Ongoing support, if needed

    04 Deliver

    We deliver the agreed work and provide ongoing support where needed.

Confidentiality throughout. You retain control of client relationships, decisions and sign-off.

Discuss your needs →

Our work

Selected work

Examples of how NUMA supports investment businesses through research, analysis, automation and reporting.

What we deliver

Illustrative simulation · sample data

From the client

Client request

Pricing inputs

Automated pricing

To the client

Pricing delivered to client

StructureReverse convertible

Terms12 months · 60% barrier

Price8.4% p.a.

Connecting the pricing workflow, from client request to client deliverable.

Service

Discuss your needs →

About

The people behind NUMA

It started inside an investment business, where Karl Khadra saw the same pressures every day. With Myriam Oualha, he set out to build the capability those desks were missing. Research was the starting point. Building better investment workflows became the opportunity.

Our combined experience spans wealth management, capital markets, investment products, financial technology and securitisation.

Marc Jabbour

Managing Partner

Leads research, investment analytics, bespoke tools and automation.

Karl Khadra

Partner

Brings investment-desk experience and leads business development, client relationships and partnerships.

Myriam Oualha

Myriam Oualha

Board Member

Brings senior financial-markets experience across capital markets and complex instruments and guides NUMA’s strategic direction.

Contact

Tell us what your business needs

A defined project or ongoing support. Start with the work you want to improve.