WEALTH MANAGEMENT SERVICES

Asia Pacific has the fastest growing population of High Net Worth Individual (US$12 trillion of investable assets*), currently very close to North America(US$ 12.7 trillion) and is expected to surpass the same by 2017-2018. There is a shortage of quality wealth managers within the region across various institutions creating a gap between demand for high quality services and its supply. Further every Bank has limitation on account ofregulatory , jurisdiction, internal policies & guidelines, products and services offering. Clients want best in class and are willing to look across institutions to maximize the opportunities.

 Our Proposition

  • At WE Capital Partners, we work closely with Regulated Independent Asset Managers, Financial Advisors, close to 11 Top Tier Private Banks and Multiple Boutique Private Banks – headquartered in Asia, Europe, Middle East and US, to meet our client’s Global Wealth Management needs.
  • We identify the most suitable platform or a combination of platforms for the clients based on their –
    • Country of Origin, Domicile, Tax Jurisdiction & Laws
    • Nature of their business
    • Ethnicity and Language Preference , if any
    • Products and Services Needs
    • Platform Capability
    • Confidentiality
    • Fees and Transaction Costs
    • Ease of doing business

Once we identify the best platform(s) and approach for you , we work closely with the various financial institutions to deliver your investment objectives through our ‘Personalized Wealth Management Approach’ by being the bridge between the client and the platform.  This service is available on a discretionary  or non discretionary basis via a direct or extended family office platform, based on our client’s preference.

Wealth Products

  • Multi Currency Accounts & Deposits
  • Fiduciary Deposits
  • Global Bonds
  • Cash Equities
  • Mutual Funds and ETFs
  • Hedge Funds
  • Structured Products
  • Certificates & Warrants
  • FX Trading
  • Commodites
  • Universal Life Insurance
  • Discretionary Portfolio Management
  • Derivatives and Accumulators
  • Leveraged Fixed Maturity Plans
  • Private Equity Funds

Lending Products

  • Investment Lending
  • Single Security Finance
  • Aircraft Financing
  • Ship Financing
  • International Residential Mortgag
  • Commercial Property Financing
  • Margin Lending for FX and Equitie
  • Premium Financing – Insurance

Customize Your Financial and Investment Needs With Us