UGN Global · Atlas Platform

The infrastructure behind
institutional wealth management.

Atlas integrates portfolio construction, quantitative optimisation, and risk governance into one unified workflow — purpose-built for discretionary asset managers.

Enter PlatformRequest Demo
12+
Asset Classes
200+
Instruments
3
Solver Paradigms
Real-Time
Market Data
IPS
Mandate Rules
D-Wave
Quantum Ready
Platform Modules

Six modules. One workflow.

Integrated · Real-Time · Compliant
Construction
Portfolio Builder

Multi-asset construction with a live constraint engine across 12+ asset classes.

—Hard & soft constraint engine
—IPS / client mandate rules
—Drift monitoring & auto-alert thresholds
Solvers
Optimisation Engine

Three solver paradigms from classical mean-variance to D-Wave quantum annealing.

—Mean-variance, Black-Litterman, Risk Parity
—Genetic algorithms & simulated annealing
—QUBO formulation on D-Wave Advantage
Risk & Analytics
Risk Engine

Institutional-grade analytics running continuously across every position.

—Full factor decomposition — equity, rates, FX
—VaR & CVaR at 95% and 99% confidence
—Historical & custom scenario stress testing
Live Data
Market Intelligence

Real-time aggregation from institutional feeds with sub-second cross-asset snapshots.

—Finnhub, ECB, Bloomberg integration
—FX matrix across 9 major currencies
—Macro regime detection — growth, inflation, vol
Governance
Decision Suite

Structured decision packs and an immutable journal from committee to execution.

—Decision packs with full portfolio context
—Immutable audit trail with digital sign-off
—Automated compliance verification
AI Assistant
Atlas Copilot

Contextual AI assistant grounded in live portfolio, risk, and market conditions.

—Natural language portfolio queries
—Proactive risk alerts & scenario narration
—Powered by Claude — data stays in-house
Live Data · Market Intelligence

Cross-asset snapshot.

INDICATIVE · LIVE IN ATLAS
FEEDS ACTIVE
FX Matrix
EUR / USD1.1342+0.18%
GBP / USD1.3285+0.09%
USD / CHF0.8241−0.12%
USD / JPY142.38−0.31%
EUR / CHF0.9347+0.06%
GBP / CHF1.0938−0.03%
EUR / GBP0.8534+0.11%
USD / CNH7.2841−0.08%
SOURCE: ECB / FINNHUB
Equity Indices
S&P 5005,622.4+0.43%
NASDAQ 10019,843.2+0.61%
DAX23,847.1+0.57%
EURO STOXX 505,312.8+0.38%
SMI12,093.5−0.22%
Nikkei 22537,824.6−0.14%
FTSE 1008,641.3+0.19%
MSCI EM1,148.7−0.33%
SOURCE: BLOOMBERG / FINNHUB
Macro Regime
GrowthExpansion
InflationModerating
VolatilityLow
RiskRisk-On
Yield Curve
US 2Y4.312%−2bp
US 10Y4.558%+1bp
US 30Y4.891%+3bp
DE 10Y2.634%−1bp
CH 10Y0.782%0bp
SOURCE: ICE DATA / ECB
Construction · Portfolio Intelligence

Portfolio at a glance.

MANDATE · CH GROWTH BALANCED · 21 POSITIONS
Top Holdings
MSFT US8.4%
NOVN SW6.2%
NESN SW5.8%
AAPL US5.1%
ROG SW4.9%
JNJ US4.2%
UBSG SW3.8%
TLT US3.5%
Asset Allocation
Equity64.2%
Fixed Income18.4%
Alternatives8.7%
Cash5.3%
Real Assets3.4%
AUM
CHF 48.3M
Positions
21
Turnover YTD
12.4%
Cash Drag
5.3%
Constraint Status
Max weight (12%)
8.4% max
PASS
Equity band (40–80%)
64.2%
PASS
Cardinality (15–25)
21 positions
PASS
CHF exposure (>30%)
38.4%
PASS
Liquidity (D+2)
≥95% D+2
PASS
Drawdown limit (−15%)
−8.2% YTD
WARN
IPS review
Apr 2026
PASS
Risk & Analytics · Risk Engine

Institutional-grade risk analytics.

CONTINUOUS · ALL POSITIONS · 99% CONFIDENCE
Risk Metrics
Volatility p.a.
annualised
9.84%
VaR 95% (1M)
parametric
−2.41%
CVaR 95% (1M)
expected shortfall
−3.18%
VaR 99% (1M)
parametric
−3.87%
Sharpe Ratio
risk-free 3.2%
1.42
Beta (S&P 500)
36M rolling
0.71
Max Drawdown
YTD
−8.2%
Tracking Error
vs. benchmark
4.12%
Factor Decomposition
Equity Market68.3%
Duration14.2%
FX9.8%
Credit Spread5.4%
Residual2.3%
Correlation Risk
Avg. pair correlation0.34
Effective N (diversif.)14.2
Concentration (HHI)0.048
Stress Scenarios
GFC 2008−18.4%HIGH
COVID Mar 2020−12.7%HIGH
Rates +200bp−6.3%MED
EUR/CHF floor drop−4.8%MED
Stagflation−9.1%HIGH
EM Contagion−7.4%MED
Custom scenario−5.2%LOW
Overall Risk Assessment
WITHIN MANDATE LIMITS
Governance · Decision Suite

From committee to execution.

IMMUTABLE AUDIT TRAIL · GOVERNANCE
Audit Trail
Proposal approved
CH Growth · Q2 Rebalance
N. Ugarkovic
2026-05-04 14:32
Risk review passed
VaR within mandate limits
System
2026-05-04 11:18
Compliance check
Mandate rules — all clear
System
2026-05-03 16:44
Rebalance executed
EU Balanced · 6 trades
N. Ugarkovic
2026-05-03 09:12
IPS review signed
All mandates reviewed
N. Ugarkovic
2026-05-02 15:30
Drift alert cleared
mandate_12 — +4.2% drift
System
2026-04-30 10:05
Active Decision Pack
DECISION PACK · DP-2026-047
MandateCH Growth Balanced
TypeQ2 Rebalance
TriggerDrift +4.2%
Created2026-05-04
Deadline2026-05-07
Expected Return
+8.4% p.a.
Portfolio Vol
9.84%
Sharpe
1.42
Feasibility
100%
Sign-off Workflow
✓
Portfolio Manager
N. Ugarkovic · 14:32
SIGNED
✓
Risk Officer
System check · 14:33
SIGNED
03
Compliance
—
PENDING
04
Committee Chair
—
AWAITING
05
Execution Desk
—
AWAITING
Solvers · Optimisation Engine

Three paradigms. One optimal portfolio.

QUBO · BLACK-LITTERMAN · MEAN-VARIANCE
Solver Paradigms
Mean-Variance
Classical Markowitz
ACTIVE
60M lookback · K=6 bits
Black-Litterman
Bayesian market equilibrium
ACTIVE
τ=0.05 · momentum views
Risk Parity
Equal risk contribution
ACTIVE
ERC iterative solver
QUBO · SA
Simulated Annealing (D-Wave)
ACTIVE
200 reads · 1000 sweeps
QUBO · Tabu
Tabu Search (D-Wave Ocean)
ACTIVE
δ=0.005 · K=6
D-Wave Hybrid
QPU + classical cloud
AVAILABLE
D-Wave Advantage
Proposal · Allocation Shift
Equity+5.8%
CURRENT
58.4%
PROPOSED
64.2%
Fixed Income-3.7%
CURRENT
22.1%
PROPOSED
18.4%
Alternatives-3.6%
CURRENT
12.3%
PROPOSED
8.7%
Cash-1.9%
CURRENT
7.2%
PROPOSED
5.3%
Real Assets+3.4%
CURRENT
0.0%
PROPOSED
3.4%
Optimisation Result
Expected Return6.58%→8.42%
Portfolio Vol.10.46%→9.84%
Sharpe Ratio1.18→1.42
Max Drawdown−10.4%→−8.2%
Constraint Viol.2→0
Feasibility—→100%
Solver Output · QUBO v2 SA
FEASIBLE · 200 reads · 0 violations
Energy: −48.312 · K=6 · δ=0.005
Our Principles
Advisory integrity requires that intelligence and decision-making remain entirely separate.
UGN Global · Investment Philosophy
Discretion
Client data never leaves your infrastructure. All computation is private by design.
Precision
Every figure is computed in real time against live market data and mandate parameters.
Independence
No proprietary product push. Atlas provides the intelligence. Your team decides.
Investment Lifecycle · End-to-End
01
Ideation
02
Construction
03
Optimisation
04
Risk Review
05
Compliance
06
Execution
07
Monitoring
Connected to
Bloomberg
Finnhub
ECB / FX
D-Wave Advantage
Reuters
ICE Data
Swift / FIX
OpenFIGI