Personal wealth risk management and reallocation overlay integrating data, experience and technology.
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
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