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