wealthmanagement

Our Services

Proprietary Funds.

WM will launch and manage proprietary mutual funds, offering clients access to professionally managed investment opportunities. These funds will cater to a diverse range of client profiles, with investment strategies tailored to varying financial objectives and risk tolerances.

Discretionary Portfolio Management.

WM will provide individually managed portfolios tailored to clients’ specific investment goals, preferences, and risk appetites. This personalized approach ensures alignment with the unique financial needs of each client.

Fund Administration Services.

WM will offer comprehensive fund administration services, including investor registrar management, compliance monitoring, and performance reporting. These services aim to provide transparency and operational excellence for clients investing in WM’s proprietary funds.