Approved partners are listed below in alphabetical order.
1fs:Wealth is a UK headquartered fintech company that innovates in wealth technology and has pioneered a revolutionary Digital Wealth Intelligence platform for family offices, wealth managers and private banks. The platform manages and controls all assets allowing strategic portfolio and asset level decisions through the highly efficient use of data and technology.
The First:Wealth intelligence platform enables clients to efficiently load all of their assets including liquid, illiquid, real estate and collectables and all associated documentation.
It provides a single, accurate, real-time view of global assets, with detailed insights into asset-tracking, real-time valuations and risk and drill-down capabilities into SPVs, trusts and individual assets. Furthermore, the highly secure platform enables accurate tracking of ESG and Impact investments. It provides a framework for Principals and NextGens to accurately monitor and protect family wealth.
The 1fs:Wealth team is led by finance entrepreneur Bobby Console-Verma and his co-founder, technology entrepreneur Vitaly Nechaev.
Along with an exceptional team, they bring deep expertise in finance and a proven track record of designing and building easy-to-use technology that solves critical client problems.
For further information, please contact the team at: firstname.lastname@example.org
Master Asset Management specialises in the management of physical assets, such as Estates, Aviation, Yachts, Collections (cars, wine, art, jewellery etc) and Equestrian Activities, in addition to assisting with health, family and succession planning.
Through its proprietorially developed software, MYCONNECT®, Master Asset Management provides the ability for beneficial owners and/or their family offices, to monitor, maintain and control their assets, in a safe and secure manner in real time, anywhere in the world.
Master Asset Management has evolved through its affiliate, Master Yachts Consultancy, arguably the global leader specialising in the operation, safety, management, crew, refit and new-construction, of some of the world’s largest and finest private yachts, since 2002.
With its blend of software and personnel, Master Asset Management has the experience and ability to deliver on what others can only promise, genuinely understanding the needs, expectations and requirements of UHNWIs, their families and private offices.
Master Asset Management does not engage in the buying and selling of any assets, but provides both an interactive and human means for its clients to enjoy their assets, calm in the knowledge that the human factor remains always present to work alongside and support the software side of the business.
For further information please contact Jim Acher, Partner:
Tel: +34 667 678 357