With the number of family offices increasing across the Asia-Pacific, and the market pivoting towards performance and transparency, client’s expectations for wealth management are much higher than before. Keeping assets safe is a prerequisite. Demand for growth and risk diversification across asset classes and sustainability are high on the agenda.
WRISE WM uniquely amalgamates the use of technology with depth of insight on a single, customised platform solution, holistically designed to help cut wealth management complexity and cost burdens for its UHNWI clients.
“There are today, more UHNWIs in the Greater China region than ever before, so it is critical we have a physical presence in these markets to better address our clients’ wealth management needs. Hong Kong, being the gateway to Greater China, is a natural choice for setting up this office, which is the second to launch following the establishment of our Singapore office in July last year. We are pleased to have Marcus Wong, a financial veteran who has won numerous awards, join WRISE WM Hong Kong as our Vice Chairman” said Derrick Tan, Chairman and CEO, WRISE Group.
“We are excited to bring our approach to wealth management to the UHNWIs in Hong Kong and mainland China. We believe we can provide them with the flexibility to customise their total wealth, anytime and anywhere, and complement that with contextualised insights to help them make timely and informed decisions,” said Marcus Wong, Vice Chairman, WRISE Hong Kong.
Bringing the WRISE approach to Hong Kong’s wealthy
A WRISE wealth management solution is developed on a 2-prong approach that comprises digital and an advisory components and is tailored uniquely to the needs of individual clients:
- The digital component is powered by TREX, a WRISE core wealth system that can consolidate data from entities across the client’s investment portfolio to give a comprehensive, consolidated view of his total wealth. Besides centralised, real-time, macro and granular visibility across his total wealth (including both bankable and non-bankable assets), the platform also hosts automation, productivity and management tools to make wealth management simpler and more efficient for everyone.
- A strong and experienced team with proven track record of performance to provide specialised expertise and contextualised insights dedicated to the client’s investment and wealth needs, such as wealth planning, trust, and corporate services.
By adopting a 2-prong approach for more digital capabilities, better visibility and contextualised insights, WRISE WM is primed to make wealth management easier for Hong Kong’s UHNWIs from a single, easy-to-use platform.
Hashtag: #WRISEGroup
The issuer is solely responsible for the content of this announcement.
WRISE
WRISE is a wealth enterprise that provides innovative client-centred solutions to make it easy for ultra-high net worth individuals (UHNWIs) to grow their wealth and live their dreams. Its proprietary and cutting-edge digital platform gives clients complete control and transparency over their total wealth. From intelligent portfolio management, wealth planning and expert, unbiased advice, to trust and corporate services, all the integral tools are available in one place for easy access, anytime and anywhere. Clients are assured of a frictionless route to unbiased, trusted investment advice and market insights across a broad spectrum of asset classes. Because WRISE is an independent firm, its clients’ interests are its top priority, and will answer only to its clients.
Services
STAKEHOLDER ENGAGEMENT
Stakeholder mapping, analysis, engagement and communication needs to be detailed to avoid business losses or even worse, a crisis. How can you do this effectively to prevent failure? ...
BUSINESS INTELLIGENCE
Data-driven business decisions have never been as crucial, especially in this era. MGBF leverages off, technology, experience and market presence to aid businesses in making accurate decisions. ...
GOVERNMENT RELATIONS
MGBF provides comprehensive strategic advice and results-focused solutions to solve clients' problems in business-government relations so they can focus on their core business. ...
BUSINESS & BROADER MARKET ACCESS
A critical business challenge is meeting the right decision-makers and potential buyers through the best channel and platform. How will you improve your business competency? ...
Upcoming Events
DESIGNING THE FUTURE OF THE DIGITAL ECONOMY
Expanding on the global digital arms race that governments and corporations are engaged in, this full-day forum will see industry leaders speak, and four interactive panel sessions. Event date: 21 March 2023. Contact us to book your seats now!
SECURITY CONCERNS IN CRITICAL VALUE CHAINS
The threat matrix has evolved to include information warfare, cyberspace incursions, big data and behavioural communications. Business leaders need to be aware of these threats to survive. What are you doing as a key stakeholder?
ADDRESSING WEAPONISED INFORMATION IN THE MEDIA
Corporations and their leadership often face weaponised information attacks in the media. Understanding these advanced business threats is crucial. Recently completed. View proceedings online.
DIGITAL RESILIENCE IN THE CORPORATE SECTOR
Special session: Cyberwarfare Waged on the Corporate Sector - Lessons from the Russia-Ukraine Crisis. Corporations are in a digital arms race that many don't realise. How does this relate to your organisation?
MGBF In The News
The Malaysia Global Business Forum (MGBF) will be hosting a roundtable on ‘Designing the Future of the Digital Economy’ on 23 February 2023. It is the culmination of the first three MGBF Exclusive Roundtable Series titled ‘The Evolving Threat Matrix in the Digital Economy’ held throughout 2022. According to the […]
The Founding Chairman of the Malaysia Global Business Forum (MGBF), Nordin Abdullah, today spoke on Bernama TV’s leading English talk show, The Brief, hosted by Jessy Chahal, on the topic of a stable political reality and what that means for the Malaysian economy. Nordin said, “The first thing that it […]
More than 1,100 years ago, Muhammad ibn Musa al-Khwarizmi was developing the mathematical formulas that we know today as algorithms which now have become so intertwined with the business fortunes of global media giants and the very fabric of geopolitics. A series of recent high level international reports have revealed […]
KSK Land has been recognised by the Malaysia Global Business Forum (MGBF) for its role in attracting high net-worth individuals to Malaysia post-pandemic. The first challenge in investor attraction is “selling” the country. In the context of Asia, Malaysia is competing with some very established investment destinations. The second […]
Malaysia, in particular Kuala Lumpur, continues to position itself as a regional centre to do business, educate a family and enjoy a global lifestyle. One company, KSK Land, has taken the lead in positioning itself and the city of Kuala Lumpur as a property investment destination for the global citizen […]
The upcoming budget represents an opportunity to build resilience in the critical sectors that will form the backbone of the country’s future-facing economic ambitions. This however needs to be achieved in the context of managing the community sectors most impacted by COVID-19 over the past two years. The Keluarga Malaysia (Malaysian Family) […]
KUALA LUMPUR, 6 July 2022 – As the global economy continues to deal with unprecedented levels of disruption caused by the pandemic and the conflict between Russia and Ukraine, the convergence of energy security and food security issues has become a front-of-mind issue faced by policy makers and consumers alike. […]
KUALA LUMPUR, 23 June 2022 — Malaysia Global Business Forum (MGBF) ties up with scoutAsia to ensure that businesses are equipped with deeper regional insights. The past two years has seen a massive shift in the way businesses are conducted with digitisation, digitalisation and automation continuously being adopted to improve […]
KUALA LUMPUR, 25 May 2022 – The Malaysia Global Business Forum (MGBF)’s exclusive roundtable on ‘Security Concerns in Critical Value Chains’ was held in a hybrid setting yesterday at the Eastin Hotel Kuala Lumpur. The guest of honour was Yang Berbahagia Tan Sri Dato’ Seri Rafidah Aziz, former minister of […]
The Malaysia Global Business Forum (MGBF) has released a report following the roundtable on ‘Digital Resilience in the Corporate Sector’, which was recently held in Kuala Lumpur. In attendance as guest of honour was Deputy Minister of Communications and Multimedia, Datuk Zahidi Zainul Abidin. The report recommended several critical development […]
Trade and investment delegations will trickle back over the next few months, but the second half of the year should see considerable return of business travellers. It was learnt that over 50 per cent of international business chambers and industry associations surveyed will consider sending exploratory teams to Malaysia during […]
KUALA LUMPUR, 30 March 2022 – The Malaysia Global Business Forum (MGBF)’s exclusive roundtable on ‘Digital Resilience in the Corporate Sector’ was held in a hybrid setting yesterday at the Element by Westin Kuala Lumpur. The discussion focused on what business leaders need to understand, to ensure business resilience and […]
The Malaysia Global Business Forum (MGBF)’s exclusive roundtable on ‘Addressing Weaponised Information in the Media’ was held in a hybrid setting today at the Hilton Kuala Lumpur. The discussion focused on addressing one of the most relevant threats to businesses in the digital economy – cyber threats causing physical and […]
The current floods that have impacted various parts of the country have given rise to an extensive commentary on the response cycles of various stakeholders. It has in turn led to continued crisis communications and statements in the media by agencies and ministries alike. This binary approach to the discussion […]
The formation of a special Cabinet committee to develop strategic measures to safeguard the economy amid the Covid-19 outbreak shows the Malaysian government is serious about creating a balance between the continued safety of the general population and the survival of the economy. In the global context, as many countries […]
