Companies Directory

A LEADING PARTNER FOR WEALTH MANAGERS AND INSTITUTIONAL INVESTORS Wealth Solutions Partners (WS Partners) aims to identify the most advanced investment solutions through comprehensive research and solid market intelligence. We help financial institutions to enhance the value proposition to their clients. A COMPREHENSIVE SERVICE OFFERING FOR FINANCIAL INSTITUTIONS WS Partners offers investment advice specifically on mutual funds, ETFs, Alternative UCITs funds, or in building tailored portfolio solutions. We partner with leading financial institutions to deliver the most efficient value propositions to their customers.

A team of passionate enthusiasts who develop extraordinary collectors items and delivering them to the most discerning Clients. Limited editions of whisky, rum, cognacs. Wealth Solutions team selects and imports any alcohol for individual and business customers (wine, whisky, rum, etc.). Custom bottling - Wealth Solutions team provide the high-quality, rare and unique spirits. Over the last 13 years, we have gained the trust of 9,000 people who successfully create their wealth based on collectors assets. 8,000 Wealth Solutions customers 10 years presence on the market PLN 300 million total assets entrusted to us by our customers 25,000 worldwide media publications about activities of Wealth Solutions Guinness World Records holder Wealth Solutions holds the Guinness World Record for the oldest cognac sold at auction and the Guinness World Record for the oldest rum

Wealth Solutions, EAFI, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en todo el proceso de la planificación y gestión del patrimonio financiero. Asimismo, realiza cursos de formación a medida para familias y entidades en gestión de inversiones, diseño de políticas de inversión, construcción de carteras, selección de activos, gestores y productos de inversión, reducción de costes y aspectos operativos del soporte de la gestión patrimonial familiar entre otros.

Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals. In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. We have been honoured to place first in the PlanPlus Canada Financial Planning Awards in 2017 as well as 2018, the first company to ever receive the honour two years in a row. To follow our blog The Financial Steward, e-mail info@wealthstewards.ca.

Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals. In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. We have been honoured to place first in the PlanPlus Canada Financial Planning Awards in 2017 as well as 2018, the first company to ever receive the honour two years in a row. To follow our blog The Financial Steward, e-mail info@wealthstewards.ca.

We are moved by people, dreams and challenges. Our team is made up of professionals above the market average in terms of technical empowerment and emotional intelligence. They are people who with talent, vision and passion for technology, modify the market reality, not only in Brazil but also abroad. We pursue innovation to achieve the goal of transforming our customers' needs into solutions that facilitate commercial business processes and potentialize business, both in the present and in the future. We believe that technology reinvents business, but human relationships will remain a key to success, a key value that sustains our team and generates uniformity in the final results of any project action. Count on us to overcome challenges and make your dreams come true, in a future that is already real for us.

Wealth Today is a national financial services licensee with a difference...built by advisers, for advisers. Our mission: To be an enabler. Our primary focus is to enable the creation of commercially viable, quality advice that seeks to improve clients’ lives, and that withstands rigorous regulatory scrutiny and meets community standards. We are backed by ASX-listed WT Financial Group Limited (ASX code: WTL). Put simply, we believe in the importance of financial advisers. They deserve a great home…a better home – for themselves and their clients. We’ve built a home for advisers who demand the right level of freedom and control to deliver what’s best for their clients - without interference or restrictions from product manufacturers. A home where creating and delivering practical advice that is easy to understand can be centralised, simple and structured. A home that is technologically supportive, compliant and constantly helping advisers train, upskill and improve. Whether you’re looking to grow or more focussed on maintaining your business, schedule a confidential discussion today and learn why we say Wealth Today is a dealer group built by advisers, for advisers. Sydney Head Office Level 11, 95 Pitt Street, Sydney NSW 2000 Tel: 02 9248 0422 with offices in Perth, Melbourne, Brisbane and Canberra

Wealth Tree Group started by a group of experienced professionals, committed for developing long lasting client relationships rooted in trust, integrity, mutual respect and exceptional service with an average experience of over 20 years in financial planning and wealth management.

Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation. We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively. We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing holistic financial planning and advisory services to our clients focusing on their needs first. We practice a process driven implementation of financial advisory supported by the usage of technology to provide the best service and care for our clients. The firm is headquartered in Kuala Lumpur and has a presence in Northern, Sourthern and East Malaysia (Miri and Kota Kinabalu).