growwealth
Robo-advisory-as-a-service
Understand, analyse, and
engage your clients better.
- Enable your customers to plan their investments anytime and anywhere.
- Plug and Play capability to introduce digital wealth platforms for your customers.
growwealth is For
Banks
BROKERAGES
ASSET MANAGERS
Goal-based Journeys
Long-term passive asset
allocation solutions for mass
and emerging affluent
Risk Profiling
Personal/Financial/Risk
appetite-based composite
scoring methodology.
Customisable.
e-Onboarding Clients
Completely digital journey from
customer onboarding to e-broker
account opening
Real-time Event Alerts
Monthly performance,
performance status
change, funds transferred
and transactions history
Thematic Investments
Short to mid-term strategies with
quantitative & qualitative screening
Customisable
Investment Portfolios
Clients can change exposure
to assets or substitute
constituents based on current
exposure
Rebalancing Options
Pre-approved client rebalance or
process to let clients approve every
rebalance
Goal-based Journeys
Long-term passive asset allocation solutions for mass and emerging affluent
Risk Profiling
Personal/Financial/Risk appetite-based composite scoring methodology. Customisable.
e-Onboarding Clients
Completely digital journey from customer onboarding to e-broker account opening
Real-time Event Alerts
Monthly performance,performance status change, funds transferred and transactions history
Thematic Investments
Short to mid-term strategies with quantitative & qualitative screening
Customisable Investment Portfolios
Clients can change exposure to assets or substitute constituents based on current exposure
Rebalancing Options
Pre-approved client rebalance or process to let clients approve every rebalance
Why Growwealth
GROWWEALTH is the perfect solution to address the growing demands for a digital experience across multiple client segments.
Multi-asset, multi-currency, and multi-firm compatible investment platform. Integration is also feasible with all major core banking and wealth management systems used by banks.
Cost-effective
Quick time to market with APIs and low operational expenses with AUM-based pricing. Easy integration with Bank’s existing WMS and CBS.
Flexible
Goal-based journey and thematic baskets available for multiple client segments. Multiple asset class, currency compliant. Can be deployed as a platform-as-a-service or enterprise model.
Scalable
Cloud-based platform to expand with your growing client base. Multi-firm compliant with firm-level accounting for management. Compliant with multiple regulators across Asia and the Middle East. Multiple execution partners to expand your product base.
Not just another RoboAdviser
We have created a strategy marketplace with multiple strategy providers who warehouse their strategies, for clients of the WeInvest Digital Wealth platform.
Passive Asset Allocation
This portfolio construction blends
the LTCMA methodology with the
core tenet of Markowitz’s risk
based MPT model
| Volatility | 7.51% |
| 1 Month Return |  2.37% |
| Mean Return | 6.72% |
| Minimum investment | USD 500 |
| Eligibility | Available for all investors |
| Volatility | 6.99% |
| 1 Month Return | 1.28% |
| Mean Return | 5.97% |
| Minimum investment | USD 5,000 |
| Eligibility | Available for all investors |
| Volatility | 13.82% |
| 1 Month Return | 3.36% |
| Mean Return | 17.91% |
| Minimum investment | USD 8,000 |
| Eligibility | Available for all investors |
Thematic Baskets
Short to mid-term strategies with
quantitative and qualitative
screening
| Volatility | 17.09% |
| 1 Month Return | 0.69% |
| Mean Return | 18.98% |
| Minimum investment | USD 16,000 |
| Eligibility | Restricted to accredited investors |
| Volatility | 10.93% |
| 1 Month Return | 0.05% |
| Mean Return | 8.55% |
| Minimum investment | USD 9,500 |
| Eligibility | Restricted to accredited investors |
| Volatility | 14.59% |
| 1 Month Return | 4.18% |
| Mean Return | 11.23% |
| Minimum investment | USD 9,000 |
| Eligibility | Restricted to accredited investors |
Quantitative Strategies
QVM is our proprietary approach
to systematically benefit from
academically and empirically tested
factors of Quality, Value and
Momentum
Stable Aussie Giants
WeInvest
The Stable AUSSIE Giants thematic basket is designed to capture the performance of large cap stocks with low volatility in the All Ordinaries. To confine the basket to large cap stocks, only the top 50% of stocks in the Index are selected. In addition, stocks trading at a relatively high valuation (high EV/EBITDA) are also screened out. The stocks in the basket are equally weighted and the basket is benchmarked against the All Ordinaries Index.
Stable Singapore Giants
WeInvest
The Stable Singapore Giants thematic basket is designed to capture the performance of large cap stocks with low volatility in the FTSE Strait Times All Share Index. To confine the basket to large cap stocks, only the top 50% of stocks in the Index are selected. In addition, stocks trading at a relatively high valuation (high EV/EBITDA) are also screened out. The stocks in the basket are equally weighted and the basket is benchmarked against the STI Index.
UK Financials
WeInvest
The UK Financials portfolio is designed to capture the performance of selected stocks in the Financials sector in UK, All stocks in the portfolio pass our QVM (Quality, Value and Momentum) framework. To confine the portfolio to relatively larger stocks, we screen out the bottom 33% of stocks by market cap . The portfolio is benchmarked against the FTSE Index.
HONG KONG QVM
WeInvest
The HONG KONG QVM portfolio is designed to capture the performance of selected stocks in the HSCI Compositr Index. All stocks in the portfolio pass our QVM (Quality, Value and Momentum) framework. To confine the portfolio to relatively larger stocks, we screen out the bottom 33% of stocks by market cap . The portfolio is benchmarked against the HSCI Index.
European Financials
WeInvest
The European Financials portfolio is designed to capture the performance of selected stocks in the Financials sector in UK, France and Germany. All stocks in the portfolio pass our QVM (Quality, Value and Momentum) framework. To confine the portfolio to relatively larger stocks, we screen out the bottom 33% of stocks by market cap . The portfolio is benchmarked against the Euro Stoxx 50 Index.
Singapore REITS
WeInvest
The Singapore REITS thematic basket is designed to capture the performance of Real Estate Investment Trusts included in the FTSE Strait Times All Share Index. To construct the REIT basket, only the top two-thirds of REITs (by market cap) are considered. A volatility filter is then applied to remove the bottom one third of more volatile REITS. The REIT basket is benchmarked against the STI Index.
Sharia Growth
WeInvest
For investors willing to sacrifice certainty for potential to generate higher returns, albeit at higher risk, we propose higher allocation to equities, commodities and real estate. Allocation to fixed income instruments is 30%. Trying hard.
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