An ecosystem for modern wealth. Designed for growth, resilience, and continuity.
Long-term mindset. Tailored personal care. Comprehensive array of services.
All joined together to create framework in which your wealth can grow — strategically and sustainably.
Wealth Management
Discreet, long-term stewardship for individuals and families.
Bespoke solutions and strategies tailored to your needs, values, and ambitions.
Seamless wealth management
Strategic investment allocation
Concierge & lifestyle services
Family governance & legacy design
Results that speak for themselves:
Selected results shown for context. For factsheets, more detailed information, and risk disclosures, please see the Portfolios pages.
Past performance is not a guarantee of future results; investing involves risk. Present performance, fees, and methodology should be shown on the relevant portfolio detail pages.
Asset Management
Institutional-grade investment services — for professionals, institutions, and corporate clients.
An opportunity for our clients and business partners to expand their offering through portfolio solutions, access to investment products, and operational infrastructure.
All-in-one platform Flip for financial professionals
Employee motivation programs
Custom investment strategies
White-label solutions
Alternative Investments
For clients seeking private opportunities & differentiated return drivers.
Limited opportunities for eligible clients seeking private market exposure and differentiated return drivers — integrated thoughtfully within the broader portfolio.
WEM Private Credit
WEM Private Fund
Other Alternatives
Concierge Services
Personal support designed to elevate your lifestyle experience.
An opportunity to explore — and to find — the many ways in which your wealth can enrich your life.
Personal, tailored, and often once-in-a-lifetime. These are just some of the many and varied possibilities.
Sourcing of exclusive cars & jewellery
Rare wine or whisky tastings
Reservations at exclusive
restaurants
Bookings for premium holidays
Exclusive experiences
Wingman
A self-directed investing —
A self-directed investing —
built for clarity, control, and efficiency.
Wingman is WEM’s trading platform for individuals who prefer to manage investments independently. Self-directed buying and selling of securities, a clean interface, everything designed to keep decisions focused and execution straightforward.
Available to both existing WEM clients and non-clients as a standalone module within the WEM mobile app.
What Wingman enables
Self-directed trading
Buy and sell securities on your own terms
A clear portfolio view
Positions, allocations and transaction history
Practical execution tools
Designed for speed and simplicity
Transparent experience
Reducing friction and unnecessary complexity
Who is it for
Investors
Explore modern, self-directed trading experience
Existing clients
Obtain an additional channel for execution
New investors
Start independently and keep control
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