Why are you looking for a
I would like to explore options for a new account
I am holding cash
I am unhappy with my current wealth manager
I would like to plan for my retirement
What's your top priority when choosing a Wealth Manager?
Recognised brand name
Wide range of product and services
Best value fees
Financial planning expertise
Please estimate your total investable assets
Why are we asking? This is an important criteria for us to determine which institutions/firms suit you.
It is calculated as the approximate value of your liquid assets (excluding property, loans, and any other illiquid assets).
What's your estimated account opening size?
Why are we asking? Most institutions/firms stipulate a minimum account size (in AuM) to qualify. Providing this information allows us to filter those that match your account requirements.
How much interaction would you like with your Wealth Management advisor?
I'm happy for the advisor to manage my money and report back periodically
I would like my advisor to proactively update me on financial market movements and my portfolio
I would like to receive regular ideas and market updates
What services do you require from your Wealth Manager?
Portfolio managed by professionals
Trading without advice
Build and manage an investment portfolio
Cash deposit and premium cards
Asset Protection and Succession Planning
Borrowing Against Portfolio
What type of portfolio are you looking for?
I would like a specific fund
I have a specific investment strategy in mind
Which investment classes are you interested in?
Private Investment Opportunities
Which instruments do you use to invest?
Which markets are you interested in?
Which insurance products are you interested in?
(Home, Car, etc.)
Where do you live?
What's your nationality?
What's your age?
30 & below
31 - 40
41 - 50
51 - 60
61 & above
What's your profession?
Accounting & Tax
Agriculture & Commodities
Education & Training
Finance - Asset Management
Finance - Investment Banking
Finance - Wealth Management
Hospitality and Tourism
Maritime & Shipping
Media - Advertising
Media - Arts
Media - Editorial & Content
Media - Film
Medical & Healthcare
Oil & Gas
Pharmaceuticals and Biotechnology
Science & Engineering
Transport & Logistics
What’s your name?
Why are we asking?
We will be calculating your results shortly. If you choose to connect with the companies you are matched with, a member of our team will be in touch to arrange for the introductions.
What’s your email?
What’s your mobile phone number?
A verification code will be sent to you.
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