November 18, 2019

WeInvest, a Singapore-based digital wealth solutions provider has launched StratWealth, a platform providing algorithmically-generated customised investment solutions as well as sourcing or curating thematic trading baskets from global players. The platform has been specially developed for banks, brokers and asset managers and has choices of over 100 investment strategies. Some notable names in WeInvest’s StratWealth are the leading investment decision support tools provider, MSCI Inc., German financial index firm Solactive and asset management firm Schroders.

Financial institutions including banks and asset managers using WeInvest’s StratWealth platform will be able to access a spectrum of thematic portfolios that are constructed from a universe of 90,000 funds. By leveraging on WeInvest’s in-house investment teams’ expertise, financial institutions can now create new portfolios within their selected fund universe and roll out to end-investors at a quicker rate.

Commenting on the launch, Bhaskar Prabhakara, CEO and Founder, WeInvest said, “Through our proprietary StratWealth platform, we are enabling financial institutions by providing them with a pool of expert investment ideas to choose from and hence accelerating the entire process of product development. With this, we hope that the collective financial landscape globally will benefit—with better investment strategies and a wider variety of customised portfolios to choose from.”

A McKinsey report revealed that in recent years, there has been a rise in thematic investments, as they deliver better long term performance than traditional investment strategies like relative investment framework. In the same study, it was further explained that thematic investing builds a deeper understanding of the underlying drivers of value creation and risk, which investors can use not just in thematic investing but also in other strategies.

Conceptualised from the rising demand for thematic investments, WeInvest’s StratWealth leverages on the expertise of the in-house investment team to offer financial institutions with a digital tool to effectively create, customise and manage investment strategies.

StratWealth will feature a wide range of products like customised stock, funds and Exchange-Traded Fund baskets. With a dashboard to access the different products at a glance, the platform will also cater to retail clients with initial investments starting from US$4000.

WeInvest has partnered with financial institutions including Singapore’s OCBC, Thailand’s Siam Commercial Bank and Dubai’s Mubasher Financial Services to develop digital wealth solutions for their clients. With a presence in Singapore, Hong Kong, Indonesia, Malaysia, Thailand and the Middle East, the firm has steadily increased its market footprint since its founding in 2015.