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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