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Platform for Wealth Management Institutions
Unlock synergies within your HNWI client base
I am looking for...REAL ESTATE ART PASSION INVESTMENTS BUSINESS DEAL
Welcome Edward Lecler y alerts Help2cM cM
2WealthInitiative
WealthInitiative is a unique, secure platform allowing
wealth management institutions to share a network of
deals on behalf of their High Net Worth clients in the fields
of Real Estate, Art & Passion Investments and Business
Deals. The platform is used internally where wealth
management institutions exploit synergies among their
own clients, matching sellers and buyers. The platform
could also be used externally where deals are shared with
other selected wealth management institutions, members
of the Wealthinitiative community.
Categories
Secure digital platform aimed at
facilitating transactions within
wealth management institutions
client base. Matching buyers and
sellers in an efficient way
Wealth management institutions
ready to embrace new business
opportunities in the digital space
and eager to bring new offerings to
their clients
Wealth Managers use the platform
on behalf of their HNWIs clients. Intu-
itive and time efficient, the platform
deploys high-end digital features
3WealthInitiative
At a glance
REAL ESTATE ART
BUSINESS DEALSPASSION INVESTMENTS
Real estate has historically been a
key measure of wealth and is often
the first asset in which one invests
when having surplus capital.
Fine art is the area where the strong-
est interest resides within the wealth
management space, driven by a dy-
namic rise in the value of art.
Direct equity investments in startups
or long standing businesses is key to
HNWIs.
Passion investments are one of the
fastest growing areas of HNWIs
encom pas sing unique valuables
such as boats, gems, fine wine, etc.
WealthInitiative aspires to redefine the value proposition of the top tier wealth management institutions by offering a complete solution for non-bankable assets
4WealthInitiative
Peer to Peer platform fostering synergies
Before After
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Blockchain Based*2
Automated Valuation3
We are working on the digitization of assets on the Blockchain for provenance and traceability purpos-es. The whole history of the asset will be known, verified and secured in real time.
In order to achieve this, each asset passing through our oracle will undergo a thorough verification process in conjunction with third- party audit / legal / asset experts / government organizations.
Smart contracts will further enhance the efficiency and security of transactions
Automated Valuation*3
Using machine learning and big data giving a true value of non-bankable assets at anytime, anywhere.
This will allow asset consolidation and an improved portfolio analysis and understanding.
*Expected to be finalised by the end of 2018
*Expected to be finalised by the end of 2Q 2018
PlatformSnapshot
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1. Powerful search engine & interactive map available
2. Keep close to your clients
3. Post an offer
Direct access to your client’s requests in the space of non-bankable assetsKeep track of the evolution of transactionsMessaging system allowing to share offers and easily communicate with your clients and other advisors
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Intuitive & efficient access to your research
Post an offer on behalf of your clients in a time efficient mannerForms available to download and share as PDF
4 main asset classes covered including 8 sub-categories for Passion Investments and 2 sub-categories for Business Deals and Real EstateAutocompletion feature availableUse the filters to refine your search
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State of the art features
Validation by oracle•
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Platform analytics•
Valuation tool•
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Complete simple form efficiently: fields auto-populate with corresponding data/options as you goAsset pricing fair and transparentImproved success rate in negotiations
Control what offers you make public and with whom they are shared with (other geographies / institutions)Activate / deactivate offers at any timeOnce documentation related to the as-set has been validated, mark the offer as validated (and ready to be tokenised in the coming future)
Keep track of activity in the platform (offer and transaction volume with breakdown)
Quickly access your client’s offers
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My favoritesAvailable on the dashboardQuick access to your selected offersReceive real-time updates in your email
•••
My account•••
Visual Interface for your clients & additional features
My alerts••••
Activate alert notificationsEasy to implement and useSelect your parameters efficientlyAlternatively request an offer so your ad-visor can search for adequate investment options for you
Your offers directly accessibleEasy to implement and useGraphical representation of your portfolioMonitor status progress of offers•
Platform for Wealth Management Institutions
Unlock synergies within your HNWI client base
WealthInitiative AGStorchengasse 17, 8001Zurich, SWITZERLAND
Unlocking synergies in the wealth management space