Platform for Wealth Management Institutions

Unlock synergies within your HNWI client base

I am looking for...REAL ESTATE ART PASSION INVESTMENTS BUSINESS DEAL

Welcome Edward Lecler y alerts Help2cM cM

2WealthInitiative

WealthInitiative is a unique, secure platform allowing

wealth management institutions to share a network of

deals on behalf of their High Net Worth clients in the fields

of Real Estate, Art & Passion Investments and Business

Deals. The platform is used internally where wealth

management institutions exploit synergies among their

own clients, matching sellers and buyers. The platform

could also be used externally where deals are shared with

other selected wealth management institutions, members

of the Wealthinitiative community.

Categories

Secure digital platform aimed at

facilitating transactions within

wealth management institutions

client base. Matching buyers and

sellers in an efficient way

Wealth management institutions

ready to embrace new business

opportunities in the digital space

and eager to bring new offerings to

their clients

Wealth Managers use the platform

on behalf of their HNWIs clients. Intu-

itive and time efficient, the platform

deploys high-end digital features

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At a glance

REAL ESTATE ART

BUSINESS DEALSPASSION INVESTMENTS

Real estate has historically been a

key measure of wealth and is often

the first asset in which one invests

when having surplus capital.

Fine art is the area where the strong-

est interest resides within the wealth

management space, driven by a dy-

namic rise in the value of art.

Direct equity investments in startups

or long standing businesses is key to

HNWIs.

Passion investments are one of the

fastest growing areas of HNWIs

encom pas sing unique valuables

such as boats, gems, fine wine, etc.

WealthInitiative aspires to redefine the value proposition of the top tier wealth management institutions by offering a complete solution for non-bankable assets

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Peer to Peer platform fostering synergies

Before After

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Blockchain Based*2

Automated Valuation3

We are working on the digitization of assets on the Blockchain for provenance and traceability purpos-es. The whole history of the asset will be known, verified and secured in real time.

In order to achieve this, each asset passing through our oracle will undergo a thorough verification process in conjunction with third- party audit / legal / asset experts / government organizations.

Smart contracts will further enhance the efficiency and security of transactions

Automated Valuation*3

Using machine learning and big data giving a true value of non-bankable assets at anytime, anywhere.

This will allow asset consolidation and an improved portfolio analysis and understanding.

*Expected to be finalised by the end of 2018

*Expected to be finalised by the end of 2Q 2018

PlatformSnapshot

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1. Powerful search engine & interactive map available

2. Keep close to your clients

3. Post an offer

Direct access to your client’s requests in the space of non-bankable assetsKeep track of the evolution of transactionsMessaging system allowing to share offers and easily communicate with your clients and other advisors

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Intuitive & efficient access to your research

Post an offer on behalf of your clients in a time efficient mannerForms available to download and share as PDF

4 main asset classes covered including 8 sub-categories for Passion Investments and 2 sub-categories for Business Deals and Real EstateAutocompletion feature availableUse the filters to refine your search

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State of the art features

Validation by oracle•

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Platform analytics•

Valuation tool•

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Complete simple form efficiently: fields auto-populate with corresponding data/options as you goAsset pricing fair and transparentImproved success rate in negotiations

Control what offers you make public and with whom they are shared with (other geographies / institutions)Activate / deactivate offers at any timeOnce documentation related to the as-set has been validated, mark the offer as validated (and ready to be tokenised in the coming future)

Keep track of activity in the platform (offer and transaction volume with breakdown)

Quickly access your client’s offers

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My favoritesAvailable on the dashboardQuick access to your selected offersReceive real-time updates in your email

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My account•••

Visual Interface for your clients & additional features

My alerts••••

Activate alert notificationsEasy to implement and useSelect your parameters efficientlyAlternatively request an offer so your ad-visor can search for adequate investment options for you

Your offers directly accessibleEasy to implement and useGraphical representation of your portfolioMonitor status progress of offers•

Platform for Wealth Management Institutions

Unlock synergies within your HNWI client base

WealthInitiative AGStorchengasse 17, 8001Zurich, SWITZERLAND

contact@wealthinitiative.com

Unlocking synergies in the wealth management space