THE ADVISER'S PARTNER
Changing the way investments are done.
Inspired by you,
The wealth manager of the future.
We partner and support wealth managers of the future: the financial visionaries who guide their clients through new and uncertain times, providing tailored and invaluable advice that helps their clients achieve their investment vision.
We become the invaluable strategic partner by placing wealth managers and their clients at the heart of everything we do.
We ask, listen, learn and design – and then implement – so that by collaborating with wealth managers, we find solutions that drive business efficiencies and provide a more inspired advisory service.
We are constantly evolving, and have built an entire ecosystem of partners to help us change the way investments are done.
Our INN8 Invest DFM provides you with the investment edge your clients expect and deserve while our Investment Platform drives efficiencies in your practice by leveraging best-in-class seamless and elegant technology.
All of this to free up your time to do what you do best: advise clients.
Meet the Team
Our dedicated BDM and account manager team
We prioritise maintaining a strong relationship with you and your office. Our service team is committed to responsive delivery, collaborative problem-solving, and first-time resolution.