Summary Description
- Combines technology, analytics and risk assessment to provide insight into an individual’s assets and their disposition
- Its functionality supports planning for life needs
- Focussed on time poor, high achieving professionals (hedge fund principals; lawyers; senior financial services and corporate executives)
- Complementary to current advisers (private banks; IFAs; other wealth managers) or stand alone
Opportunity/Investment Thesis
- High quality, analytic, risk assessment service
- Focussed on HNW time poor professionals (appreciate and understand quality of analysis; recognise insights are valuable but otherwise would not do this for themselves)
- Client acquisition largely by word of mouth/reference, thus low marketing cost vs. typical wealth managers
- Substantial reinvestment rate in technology and feature development
- Replicable across geographic markets