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 and Wealth Managers. 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.

Advisors using our platform have full flexibility and tools to assemble their own portfolio of funds for their clients. Alternatively, Managed Account solutions assembled by Havenport Investments, and investing via some of the best-in-class funds help simplify their financial advisory requirements. By not getting distracted with the noise of short term market volatility, we help our users concentrate on what they know truly matters- building dependable advisor-client relationships.

Havenport’s Wealth Solutions Platform makes everything simple. We offer easy online access to trading, analytical and sales management tools for our users, while providing select functionalities for their clients.

We also support our business partners with 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