Validus Wealth

Valuefy

Challenge

Validus Wealth is a full service private client platform offering investment advisory, portfolio management, research and wealth planning for HNW/UHNW families.

The company secured a strategic investment from LGT Group, a leading international private banking and asset management group owned by the Princely Family of Liechtenstein.

The Solution

Validus Wealth wanted to further enhance its next generation private client platform by effectively and consistently leveraging the collective capabilities of its 500 talented team members.

To complement, rather than replace, the relationship manager, Validus Wealth wanted to leverage advanced technology to ensure customisation and consistency in the delivery of its advice to clients. This “last mile” challenge in private banking is what Validus Wealth was established to solve and it recognised that advanced technology was crucial to success.

The Result

Partnering with Valuefy, Validus Wealth developed a platform to analyse client portfolios across an institutional grade investment process including portfolio attribution and asset allocation.