Equity Investments
Working closely with a select group of investment partners to identify, analyse and invest in financial firms who can push forward the boundaries of wealth services.
Our future is building a decentralised wealth management firm, absorbing clients and assets for our target client base.
Core Focus:
Wealth Management 3.0
We view our future through the key elements of wealth management 3.0 with tech-forward approach, utilising all services from Apps to AI to enhance the client experience.
The Future of Wealth Management
WM3.0 Pillars
Wealth management is moving forward at pace and those who can harness the potential to build a modern wealth management boutique, focusing on the underserviced clients, utilizing the latest technological solutions can take advantage of a growing mass affluent population.
Digital & Data Tools
Leveraging technology to empower advisors and clients, sharing information seamlessly and efficiently. Realizing the need to evaluate the entire client journey in the light of the newly available technology
Multichannel Client Experience
We see clients needing personalised services across platforms to compliment the important element of human engagement
Broadening Access
Clients are underserviced and that group is growing, we are focused on bringing wealth management services to a wider client base as well as various client groups like nomads and Next Gen
Investors & Partners
We are happy to talk to investors or potential partners about the future, in the first instance please reach out to us via our contact form.