Asset
Managment

A structured investment portfolio is a foundational element of a comprehensive wealth management plan.

We offer a wide range of proprietary and third-party investment options, including individual equity and fixed income securities, investment funds and a variety of alternative investments. Choose to make investment decisions independently by taking advantage of our Full-Service Brokerage and Advisory service. Or choose our Discretionary Management service; a Portfolio Manager will take care of the day-to-day investment decisions and manage your portfolio according to your preferences.

If you prefer a more hands-on approach, WMI offers self-directed trading facilities for US-listed securities and international mutual funds through our secure online investment portal. Through our expansive global network of advisers, we can also provide qualifying investors access to select private equity investment options that concentrate on various industries and geographies.

Combined with a thorough understanding of your needs and investment preferences, this process enables us to assist you with the creation and ongoing management of an investment portfolio that’s just right for you, providing you with as much – or as little – assistance as you need along the way.