Unlocking Your
FUTURE
Our Blueprint
Wealthfusion is a Multi Family Office in its most traditional form. We – fuse epoch-defining values and strong personal relationships with bold futuristic ideas and wealth creation strategies defined to create long-term, sustained results for our clients.
We do not use the term ‘traditional’ loosely. Wealthfusion is built from the silhouette of good old private banking, the kind of which places the upmost importance on personable client kinship in homage of the true historic values of wealth management, combining this with forward-thinking contemporary service models.
INVESTMENT PHILOSOPHY
Integrated Solutions
A one-stop solution provider for all of our clients’ financial and non-financial needs, spanning portfolio management, wealth planning, ESG-responsible investing, all handheld by subject matter experts.
Multi-Family Office – v2.0
Providing UHNW families with bespoke services in Estate & Succession Planning, Risk Management, Financial Counsel, Wealth, and other administrative services.
Emotional Intelligence
We recognise that our clients are unique in how they operate their businesses, but most importantly in the way they think, feel and act. At Wealthfusion, we operate not only with a focus on strategies that drive financial returns, but also with Optimised Emotional Intelligence to connect strategy with Creativity, Relationships with Aspirations, Centred Around our Client Goals.
High Quality Service and Personalisation
Our business approach is rooted in the principles of segmented marketing, which allows us to deliver the right message, with the right product, to the right person, at the right time. This ensures our investments are not only tailored to our client’s requirements, their businesses and their market sectors, but also remain fluid, flexible and adaptable, to work in line with their individual and wider market trends.
Asset Re-structuring
In a world of complex tax regimes, all Wealthfusion investment management discussions begin with asset structuring for our client’s household. Our team of investment managers are here to constantly manage and review regulatory guidelines and developments across international jurisdictions, to keep your international portfolio compliant and agile to deliver you the best possible results
Distinctive portfolio insights
Our investment managers are niche subject matter experts – be it in Fixed Income, Public Equities, Private Equities, Hedge Funds, Commodities or Emerging Market investments, and in sectors diverse as Technology, Property, Pharmaceuticals, Hospitality, Sport, and Manufacturing.
Assets Under Management
Our investment managers build, execute and review portfolios founded on macro and micro economic analyses. Our active engagement in multiple platforms and products to investing in Fixed Income, Equity, Structured Notes and Alternatives, Draws on Research in Thematic, Event, Value and Growth-Driven Approaches.
AUM in excess of USD 320 Million as of Jan 2021.
Shareholder Accountability and Long Term Commitment
We operate in unique structure with select clientele as shareholders in the business. This brings about a refreshing sense of accountability and an ever-invigorated relationship bound by a commitment to invest the company’s own funds.
Our investment portfolios have a long-term outlook, aiming to maximise your potential returns.
Transparency & Reporting
Our clients have ready access to their Portfolios, Personal Documents, Research and Product Information through our Secure Client Login, with 2-Factor Authentication.
MORE ABOUT US...
THE TEAM
Wealthfusion consists of serious and seasoned players who know the game well and play it with integrity – we are a well-recognised team of internationally qualified wealth and asset managers handling investment strategies with discretion across diverse portfolios.
HOW WE INVEST
Wealth planning is a complex but carefully curated art, and our advisers are here to take you along a step by step guided approach so that we understand your aims and aspirations, and chalk out a bespoke wealth plan that is centred around you and your goals.
SERVICES
Before we begin our client’s investment strategies or management, our expert advisors will be in touch to run a wealth diagnostic that maps their current financial performance, their goals, to subsequently create a tailored strategic plan to identify their risk & return objectives.
Multi-Family Office
Creating Wealth is an art, and at Wealthfusion, we are exceptional artists. Our team of internationally renowned Wealth Managers are here to work with you to understand your aims and aspirations, and help translate them into financial solutions that work for you and your family.