As wealth advisors with deep roots in the banking industry, we understood the challenges facing UHNWIs. They sought new investment ideas, unbiased expert advice and market intelligence and a consolidated view of all their assets. There was also a growing demand for family offices to serve digitally savvy clients who wanted greater control over their portfolio.
And so, we founded WRISE, a next-gen wealth management enterprise that helps UHNWIs fulfil their wealth aspirations.
Our holistic approach to wealth management begins with a profound understanding of our client’s needs. We then harness the deep expertise of our team and leverage the power of technology and AI, to create pioneering wealth solutions.
Our cutting-edge digital platform gives our clients complete control, transparency and oversight over their total wealth. From intelligent wealth planning and expert unbiased advice to tax planning, trust and corporate services, they achieve all this in one place, anytime and anywhere.
We function independently, so our clients get highly personalised investment solutions across a wide spectrum of asset classes.
Our dedicated team in Dubai is here to help you simplify your wealth and achieve your goals with their deep understanding of the markets.
Our Transformational Wealth Services
Our dedicated client advisors and global investment council team deliver world-class advisory and discretionary management services across various asset classes such as alternative investments, private equities, private label fund vehicles including VCC, LPF, and OFC. We consider your non-bankable such as cryptocurrencies, fine wines, real estates, arts, and other collectibles as assets too.
At WRISE, we believe wealth planning is a key component of a successful wealth management strategy. When handling your wealth, we take a comprehensive approach. Both our in-house team of client advisors and our extensive network of strategic partners will help you devise a detailed strategy including tools such as trust services, life insurance, total estate planning, total tax liability planning and more.
With our proprietary core wealth system, we aim to give clients complete control and transparency over their total wealth, encompassing their bankable and non-bankable assets. The system is backed by an experienced team of seasoned bankers with deep industry knowledge and is available as a bespoke and highly customised solution designed around a client’s specific needs and goals.
Begin Your Wealth Fulfilment Journey Here
If you are ready to simplify your wealth management, reach your full wealth potential, and live your dreams, then connect with us.
Get In Touch
Office 501 A, Level 5, Gate District 2, P.O. Box 66274 DIFC, Dubai-UAE
+971 4 267 5002