Wealth
Management
Solutions
Slider

“Make everything as simple as possible, but not simpler.”
—Albert Einstein

Havenport offers a Wealth Solutions electronic platform to serve the wealth advisory needs of Financial Advisors, Family Offices and Private Banks. We offer thousands of Managed Account solutions and Funds offered by some of the top asset management firms from around the world with which our users may recommend to their retail and accredited investor clients.

Our users have full flexibility and tools to assemble their own portfolio of funds for their clients. Alternatively, Managed Account solutions assembled by Havenport Asset Management, 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