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Wealth Management
WRISE launches digital-forward WM firm
Increasing demand by new generation of UHNWIs who prefer greater portfolio control
The Asset 15 Aug 2022

WRISE Group Holdings has launched WRISE Wealth Management (WRISE WM), a technologically advanced wealth management firm that aims to provide ultra-high-net-worth individuals (UHNWIs) with the digital tools for complete control and transparency over their total wealth.

WRISE WM says it aims to make wealth management easier, with a host of complementary services that range from portfolio management and unbiased expert advice, to a network of strategic partners with deep specialization in wealth planning, corporate services and more.

All of these services can be assessed and managed by TREX, the core wealth system supporting the new company, which, it says, will help UHNWIs consolidate their portfolios over a single, easy-to-use platform. Clients can navigate and customize their total wealth to make timely investment decisions, anytime and anywhere.

“There is increasing demand for family offices across the Asia-Pacific and the Middle East regions, and a new generation of clients who are digital natives and who prefer greater control over their portfolios,” says Derrick Tan, chairman and CEO, WRISE WM. “However, this growing number of UHNWI-backed family offices in recent years has led to increased management and maintenance costs, further aggravated by a lack of independent and experienced wealth management talents to meet demand. What they need is a way to consolidate their total wealth to simplify wealth management, and hence, WRISE is formed to bridge these gaps.” 

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