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Trust

Let there be no
doubt.

End to-to-end assurance from software development, systems architecture, and data center engineering, to our hiring practices, training, support services, and daily operations; delivering a best-in-class system while protecting your info.

Our Guarantee

Transparency is key

Stability
We rollout releases weekly while markets are closed globally (9pm Friday – 10pm Saturday Eastern UK timezone). If there are issues outside that maintenance window, we’ll do our best to keep you apprised of the situation; whether it’s specific connectivity or data errors with a mutual vendor—our staff will be quickly working to find a solution.
Security
From high level design to coding, vetting, and deployment, we are aggressively peer reviewing, researching, and monitoring. Maintaining both a secure development lifecycle and a safe, reliable infrastructure is a core value of everyone—not just the dedicated security team.
Compliance
We give you advanced tools to tweak pre- and post-trade compliance to meet any requirements; be it investor request, company fund guidelines, or government regulations. Likewise our diligence team can get you audit reports and penetration test results, so you can also verify certifications done against Wealth Management Group itself.
ACCESS AND PRIVACY

Data stays yours

Wealth Management Group will never re-use or sell your data. Our Privacy Policy covers all the details about information we might interact with.

Our Guarantee

Reliability and clarity.

Time-machine
Quickly access an environment from the prior week for proven quality assurance. See a feature in the roadmap you’d like to checkout? Peak into the future and get a beta preview of upcoming enhancements.
Always there
We never delete items, or summarize older complex order fill info to save a few bucks on storage space. If you see it in the interface it will remain available; that includes audit logs for comprehensive accountability. Additionally, you can generate valuation and risk report model scenarios to encompass thousands of data points fast.
Compliance
Our Rest APIs allow you to create information exports to further store things as you see fit without vendor lock-in. Remove and delete data in production whenever you want, though our own securely stored backup archives cannot be randomly purged as a fundamental principle, we can notify you as to when we expect that info to fully cycle out of backups.
Industry Leading

Industry Leading Platform and Expert Advice

Our industry leading platform combines cutting edge technology with expert guidance to help you make confident, informed decisions. Whether you're navigating complex markets or seeking tailored solutions, our intuitive tools and seasoned professionals are here to support you every step of the way. Recognized for excellence and innovation, we deliver reliable insights and personalized advice that empower you to achieve your goals with clarity and confidence.

Talk to us today
Talk to us today

The information provided on this website is for informational purposes only and does not constitute financial, investment, or legal advice. Wealth Management Group makes no representations or warranties regarding the accuracy, completeness, or suitability of the content provided. Investments carry risk, and past performance is not indicative of future results. You should consult with a qualified financial advisor before making any investment decisions. All investments are subject to market risk, including the potential loss of principal.

New York: 68-76 King Street, New York, NY, United States
London: 78 York Street, London, W1H 1DP, United Kingdom
Zurich: Claridenstrasse 20, 8002. Zurich

Wealth Management Group is authorised by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager and supervised by the Supervisory Authority FinControl Suisse.

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