Wine Management Platform (WMP) for wealth managers
Coming up soon, Nick Martin will present Wine Owners’ Wine Management Platform (WMP) for wealth managers.
November 13 at 7pm at the Masi wine bar in Zurich
Courtesy of finteCH+innovation meetup hosted by Credit Suisse’s John Hucker.
With the massive growth in alternative tangibles held by High Net worth Individuals, wealth managers have begun to appreciate the need to offer services to help their clients track and manage their treasure assets in addition to the traditional service offerings.
Wine Owners (WO) has developed a wine trading platform that makes it easy to manage, track and self-direct. Since launching 15 months ago, WO now manages over £500M in wine with the Wine Management Platform (WMP) as a branded (white label) solution used by companies such as Corney & Barrow and The Wall Street Journal.
The company was recently featured in the Financial Times How to Spend It magazine.
The presentation will show how Wine Owners is addressing the challenges of trading tangible assets using a version of WMP developed for wealth and relationship managers, and the strategies open to them to justify integrating the WO WMP with their client-facing proposition.
For more information, click here.
To see the great companies that Wine Owners works with, click here.
WO recently deployed a platform in partnership with the Wall Street Journal.
WO has developed a version of WMP for wealth/ relationship managers that allows them to offer own-branded functionality for High Net Worth Clients.
If you are interested in attending this event on November 13th please click here to sign up. See you there!
Posted in: Events, Fine wine management, Wine Owners,
Tags: finteCH, Masi Wine Bar, wealth management, wine management, Wine Owners, Wine Owners’ Wine Management Platform, WMP, Zurich,
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