Wealthinity Information

Wealthinity is designed to empower financial advisors, wealth managers and private bankers with all the expertise, resources and market access that were previously available only to large institutions. With more than 15 years in the investment management industry, we have seen what is working and what is not. So, we focus on what is really important for servicing clients, leaving out expensive and unnecessary gimmicks. We believe in mastering complexity through simplicity. That is why we created Wealthinity to leverage on our extensive expertise in investment management, quantitative research and software development as well as relationships with the largest banks and trading houses. Now advisors can service their client faster, more efficiently and focus on generating new business rather than spending time on admin and complicated matters such as portfolio construction. Products range from passive ETFs to performance-enhancing and capital protected components from the largest banks for Affluent and High Net Worth clients.