Wealth
Management
Solutions
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“Make everything as simple as possible, but not simpler.”
—Albert Einstein

Havenport offers holistic Wealth Solutions to meet the needs of Individual Investors. Our solutions are delivered in partnership with our network of Financial Advisors, Family Offices, Wealth Managers and Banks. We adopt an open architecture platform, offering thousands of Secured Investment Solutions, Liquidity Solutions, Managed Account and Funds offered by some of the top asset management firms from around the world, with which individual investors working through their Advisors may assemble and incorporate into their investment portfolios.

Havenport Wealth Solutions platform makes everything simple. We offer easy online trading and analytical tools for our users. Users of our platform have full flexibility and tools to assemble their own investment portfolios from the thousands of funds available, sourced from some of the best asset managers around the world. Havenport also offer investors Managed Account solutions, delivered by utilising some of the best-in-class funds available globally.

 

We also support our partner Financial Advisory Firms with our  online analytical and sales tools to better serve their investor clients. Advisors also have access to our portfolio managers at Havenport, should they require support in matters relating to portfolio diagnostic and construction. Additionally, we also run investment clinics, symposiums and fund manager events, all designed to strengthen core investment competence so that our users and business partners can better advise their clients.

If you wish to know more about how Havenport’s Wealth Solutions platform can transform your financial advisory business, please email us at wealth@havenport.com.

For registered advisors and clients, you may login to Havenport Wealth here. 

“Make everything as simple as possible, but not simpler.”
—Albert Einstein