OUR PLATFORM
We offer professional Asset managers to join our sophisticated platform. A great opportunity for like minded professionals to expand and diversify.
"ONE SOLUTION" - THE FINANCIAL GATEWAY
A unique platform for Wealth Management entrepreneurs
Wealth Trend Ltd. (hereinafter called Wealth Trend) is offering a state of the art regulated asset management platform addressing experienced entrepreneurs, advisors and intermediaries. Historically grown in different jurisdiction, Wealth Trend has established a globally aligned and sound financial business network of trusted partners. The platform grants access and support to facilitate daily advisory as well as investment management activities.
Wealth Trend offers several solutions to execute a full range of various asset management and particular tailored wealth management services. Running an outstanding IT platform including a professional banking software and various hard and software tools, we are ahead of today’s fast changing IT, Compliance and Risk Management requirements. The PMS and CRM system is available in English, simplified Chinese, German, French, Italian and other selected languages.
"ONE SOLUTION" - THE FINANCIAL GATEWAY
IT SOLUTION
The state of the Art Fintech Software in Private Banking
The IT and Client Relationship Management of Wealth Trend ltd is a recent and state of the art private banking software solutions. The management of Wealth Trend has insisted to invest, adapt and fullfill todays regulatory and financial requirements in accordance to provide excellent financial services to our clients. By achieving this software solution, we ensure to be ahead of todays regulated requirements and assure the effective progress in the daily business approach in favour of our clients.
- Portfolio Management & Reporting
- Interfaces to service providers
- Performance & Risk analytics
- Fee & Profitability management
- Trading & Order management
- Portfolio modelling & Investment proposals
- Portfolio monitoring
- Compliance monitoring
- Client Relationship Management (CRM)
- Know Your Client (KYC) application
- Risk Management
- Board Analysis Reports
- Document Management
BENEFITS OF WORKING WITH OUR ONE SOLUTION
THE GATEWAY
Wealth Trend offers a financial wealth management gateway between Asia’s fast growing financial centre Hong Kong and Switzerland;
We bridge the two cultures to offer our clients an outstanding and unique international financial wealth approach.
EXCELLENCE
Wealth Trend is licensed and regulated by the SFC Hong Kong, for Type 4 and Type 9 regulated activities;
Accuracy, quality of service, transparency, assiduity and conscientiousness are the values our asset management team of Wealth Trend lives up to everyday;
Attractive and transparent profit and cost sharing.
PROFESSIONALITY
Highly experienced wealth management team to handle daily operations;
Professional and highly experienced Investment Committee and tailored portfolio management solutions;
Cutting-edge and secured IT infrastructure.
GLOBALIZATION
Access to a wide range of Asian and European custodian banks;
Access to Property and Real Estate investment opportunities in Switzerland, Germany, Austria and Dubai;
Licensed Representative based in Switzerland to support and address in daily operations;
Worldwide financial network and booking platforms (HK, CH, FL and Middle East);
Globally accessible MS Office platform (Apple & Windows compatible).
PROFESSIONAL BANKING SYSTEM
Access to our sophisticated and multi-lingual Banking System which contains Risk, Portfolio Management, Compliance, CRM and KYC functions;
Consolidation statement of different banking accounts through our system, 24/7 worldwide.
EXTENDED SERVICES
Experienced and trusted network of external fiduciary, tax, legal and financial advisors;
Recommendation lists for all asset classes including regular written short economic and financial markets updates exclusively for clients
row letters, that works well on almost every site.
BENEFITS FOR YOUR CLIENTS
The following summarizes some of the key benefits that your clients will receive by moving onto the Wealth Trend platform.
COMPETITIVE PRICING
Clients of Wealth Trend profit from an exclusive clear pricing scheme, which includes waived subscription and redemption fees for certain instances on our partner investment funds.
UNRESTRICTED ACCESS
As a boutique asset manager, we are capable of offering an exclusive unrestricted universe of investment products to benefit our clients first and foremost. We have no boundaries paralleled to IAMs.
DISCRETIONARY PORTFOLIOS
You have the possibility to offer your clients institutional quality discretionary mandates, managed by our experienced Portfolio Management Team.
ADVISORY SERVICES
Tailored portfolio solutions for the more involved clients can be established as our Investment Committee team can provide you sophisticated portfolio presentations and ongoing portfolio support and management.
TAILOR-MADE FUND SOLUTIONS
Every client has his/her own financial needs and objectives, and no scenario is alike for everyone. Providing specialised Private Label Fund solutions, we are engaged to assist in determining the structure and other details of the fund where every decision is taken with the greatest care and attention to achieve the long-term objectives of the client.
PORTFOLIO UPDATES
Portfolio overview and consolidation statement of different banking accounts through the banking system which is 24/7 available worldwide, granting our clients and unparalleled view to their invested funds.
HOLISTIC SERVICE
Ability to address all of your clients’ needs by accessing a large range of market leading services, products and in-house professionals, paired with our cutting-edge infrastructure