Our Story
C8 Technologies, Founder & CEO 2017 – present
Investment Solutions 2023 – present
C8 Investments, Founding Partner 2011-2017
BlueCrest Capital Management, Partner & Head of Systematic Implementation 2003-2010
HSBC, Deutsche Bank: 1998-2003
Ericsson, Financial Software and VR 1993-1998
C8 Technologies, Founder & Chief Research Officer
C8 Investments, Head of Research 2012-2017
BlueCrest Capital Management, Partner & Senior Researcher 2002-2012
Bank of America, HSBC & ADM Investors 1994-2002
Our Platform at Glance
Viking Harbour Investment Solutions offers a global investment platform designed to streamline access to diverse, data-driven strategies for asset managers and investors. As a perfect complement to your TAMP, the platform empowers users to research, customize, and directly execute trading strategies across multiple asset classes.
Viking Harbour emphasizes transparency, quantitative research, and flexibility, aiming to enhance investment decision-making and portfolio performance. By combining extensive market expertise with advanced technology, we provide the tools and insights needed to drive success in today’s dynamic financial landscape.
Alternative Funds
Liquid Alternative Investments and CTA Funds: Innovative solutions for investors seeking diversification beyond traditional assets.
Custom Portfolios
Model Portfolio Solutions: Empowering investors with tools to build high-performing models and achieve personal financial goals.
Tax Loss Harvesting
Optimize tax benefits with our tax-sensitive direct indexing. Harvest losses and reduce gains to retain more of your income.
Manager Strategies & Research
Make informed decisions with VH's comprehensive analysis and research resources. From in-depth market insights to individual stock analysis, our platform equips you with the tools you need to stay ahead of the curve.
OCIO Services
Designed for institutions and individuals seeking a sophisticated, hands-on approach to portfolio management, our OCIO services provide a seamless blend of expertise, innovation, and personalized attention.
Portfolio Optimization
Unlock the full potential of your investments with VH's portfolio optimization tools. Our sophisticated algorithms continuously analyze and adjust your portfolio to maximize returns while managing risk effectively.
Our Advantage
Leadership Expertise
Deep financial industry expertise in VH’s senior leadership and extensive experience in delivering high-end financial technology solutions.
Transparency in Investing
VH provides visibility and control of the investment process allowing for portfolio strategies based on criteria important to the customer (e.g. ESG).
Independence
VH is not bound to large banks / institutions and thus does not push any agenda or products onto its customers
Multiple Asset Classes & Instrument Types
VH has a broad range of investment solutions covering almost all asset types. As a flexible service provider, VH delivers exposure through direct indexing, fund solutions, SMAs and certificates.
Introducing Viking Harbour’s Navigator
Tailored Investment Strategies
No two financial journeys are the same. Navigator analyzes your unique goals and risk tolerance to create a personalized investment roadmap, helping you grow and protect your wealth.
Cutting-Edge Insights
Gain access to real-time market data and expert analysis. With Viking Harbour’s deep market expertise, you’ll stay ahead of trends and identify the best opportunities to build your portfolio.
Comprehensive Asset Management
Whether you're focused on traditional investments or looking to diversify into alternative assets, Navigator covers a wide range of strategies, ensuring your portfolio is balanced and aligned with your objectives.
Seamless User Experience
With an intuitive interface, Viking Harbour Navigator makes it easy to monitor and manage your investments. Stay connected and in control of your financial future with just a few clicks.
White-Label Opportunities
With our platform, you can seamlessly integrate advanced investment strategies, leveraging Viking Harbour's expertise while maintaining your unique brand identity.
API Solutions
Designed for flexibility and ease of use, our APIs allow financial institutions to customize and automate portfolio management, enhance reporting, and scale services efficiently.
Visit www.vikingharbour.com/navigator to learn more!
Company News
Press Release – C8 Technologies Launches Viking Harbor Investment Solutions
Innovative Products - Outperformance in a Crisis from Long Only Equity
Strategic Partners
Contact Us
Disclosures
For Financial Institution Use Only – Not for Distribution to Individual Investors
Model Portfolio Disclosure of Website Portfolios (“Portfolio Construction Demonstration Portfolios”).
(“VH”) is an SEC registered investment adviser who offers one or more model portfolio strategies to its financial services firm clients. Registration with the SEC does not imply a certain level of skill or expertise. VH offers, among other portfolio strategies, the Website Portfolios which are “Naïve Diversification”, “Classical 60 / 40”, “Equal Weight” and “Systematic Risk Optimisation”. The model portfolios illustrated in this website are hypothetical. The model is managed based upon the output from mathematical algorithms. Model performance and related risk metrics are not derived from live trades and are not influenced by emotional or subjective reactions to extraneous market, economic, political and other factors. The risk of back-tested hypothetical performance is that an algorithm can be revised or adjusted to obtain favorable performance results during the relevant historical time periods. There is no assurance that back-tested results could, or would, have simulated actual client performance during the relevant time periods. The strategy underlying the back-tested results may be changed at any time with the benefit of hindsight in order to obtain and show more favorable performance results.
The “Naïve Diversification” is constructed using a fixed allocation algorithm assigning equal weights to four liquid US equity index ETFs.
The “Classical 60 / 40” is constructed using a fixed allocation algorithm assigning weights of 60% to a US Equity ETF and 40% to a US Bond ETF.
The “Equal Weight” is constructed using a fixed allocation algorithm assigning equal weights to seven ETFs across US Equity, Bond, Currency and Precious Metals.
The “Systematic Risk Optimisation” is constructed using a fully systematic portfolio optimisation toolkit, with an objective function designed to work with the risk contributions of each component. It is constructed with time varying weights rebalancing every 13 months. It allows the same asset mix as “Equal Weight” portfolio, above, but is not constrained to allocate to all assets.
The performance returns and risk metrics illustrated do not represent actual client accounts and do not incorporate cash inflows or outflows and are gross of the highest VH management fee and trading costs which is negotiable. Bear in mind returns will be further reduced by the amount of the client facing adviser’s management fee. Returns reflect since inception, one, five, ten‐year, and inception to date periods and are reflected in U.S. dollars and assume that dividends are reinvested. Model returns are calculated by using daily returns of the underlying securities using data sourced from independent third parties. All securities within the model portfolio are weighted in variable proportions based on purely algorithmic processes. The weights may vary with time. Some weighting algorithms are simplistic and are equivalent to equally weighting the underlying securities. For comparison purposes the model portfolios used in the demonstrations are compared against the "S&P Balanced Equity and Bond - Moderate Index", details of which are available on their website.
While VH believes the Website Portfolios' historical returns may be representative of future returns, future returns may be materially different for clients depending on a variety of factors including the prevailing market, economy, tax and political environment, cash flows and the timing of such cash flows, VH’s expectations, forecasts, and related factors. During the historical period, inflation, interest rates, and equity returns may be materially different relative to VH’s future expectations of performance.
The strategies employed in managing this and other model portfolios involve algorithmic techniques such as trend analysis, relative strength, moving averages, various momentum and related strategies. There is no assurance that these strategies and techniques will yield positive outcomes or prevent losses. The performance for such model(s) is derived from a 3rd party portfolio performance provider utilizing a variety of technical trading strategies and techniques. Technical trading models are mathematically driven based upon historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models utilize mathematical algorithms to attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends and there is no assurance that the mathematical algorithms employed are designed properly, new data is accurately incorporated, or the software can accurately predict future market, industry and sector performance.
This information is intended to provide an overview of the model portfolios and the presented hypothetical performance history and related risk metrics are not intended to replicate the actual performance of the model portfolios. Rather the information is intended to provide a general framework to understand the concept, strategy and allocation structure employed by VH in managing the model portfolios.
An investor’s personal goals, risk tolerance, income needs, portfolio size, asset allocation and securities preferences, income tax and estate planning strategy should be reviewed before committing to a specific investment program. Please consult with your financial advisor to discuss the appropriateness of any particular strategy prior to investing.
All investments involve risk. Principal is subject to loss and actual returns may be negative. Returns are not guaranteed in any way and may vary widely from year to year. Returns will be lower by the amount of the client facing adviser’s fees.