Small players within the wealth management sector can now compete and challenge big firms, thanks to the launch of Wealthinity.
Created to empower financial advisors, wealth managers and private banks, Wealthinity enables small to medium firms to offer customized investment solutions, service their clients faster and drive business growth, without any additional costs.
Wealthinity is a service that also offers a web-based portfolio portal, which enables advisors to complete the full client service cycle in just 15 minutes, from fact find and risk assessment to creation and execution of customized client portfolios.
With access to a range of pre-built, high performing investment portfolios catered for a wide range of clients – from portfolios made of passives ETFs for Retail investors to portfolios built out of structured products for HNW clients, Wealthinity enables advisors to customise client portfolios or construct their own, maintaining full control and ownership of the clients and the investment process.
To enhance service delivery, advisors have the opportunity to generate bespoke client portfolio reports under their own brand, enabling them to compete with larger and more established rivals.
Taras Rybak, Co-founder of Wealthinity and Head of Investment Solutions of Fusion Asset Management, explained:
“In recent years, an increasing number of smaller wealth management and financial advisory firms have struggled with growth, due to failing to compete with larger financial institutions and absence of active coverage by large financial institutions. In most, this is because they lack the same capabilities, ranging from in-house investment expertise, research and technology through to having a clear understanding of complex investment products together with access to a wide range of trading counterparties.”
“By launching Wealthinity, we aim to help smaller wealth management firms in overcoming this challenge, by empowering advisors with the same capabilities as larger organisations; in turn, enabling them to easily complete more complex matters, such as portfolio construction, enhancing client service and resulting business growth.”
Wealthinity portal is operated by Wealthinity Limited, a spinoff of Fusion Asset Management, an institutional asset manager that combines extensive market experience with a quantitative approach to portfolio construction and risk management.
Established in May 2004 and headquartered in Westminster, London, Fusion has an extensive track record of managing investment products and providing advisory services, with particular emphasis on protective strategies to preserve clients’ money in market downturns.
Unveiled in mid-November 2019, Wealthinity has the potential to transform the growth of the wealth management sector.
