Cubism

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featured services

 
A simple and effective investment platform

Cubism+ (Cubism Plus) is a platform designed to make investing simple and efficient. This solution enables clients, serviced by their financial advisors, to enjoy cost savings and efficiency by accessing unit trust funds across a wide range of fund houses and manage the entire portfolio in one platform.

Types of Account

Dealing Service Account (DSA)

 

Managed Service Account (MSA)

 

  • Advisory portfolio management service (APMS)

  • Discretionary portfolio management service (DPMS) 

Learn how 

we support advisors

Types of Account

Dealing Service Account (DSA)

 

  • Execution-only service by your financial advisor, based on client’s instruction

  • Pay as you need to make transactions

  • Consolidated view of your overall investment and assets holding (subject to the service subscribed by your advisor)

Serving Advisors and You

 

WMC is a privately owned company rooted in Hong Kong. We are not tied to any financial product provider, independent financial advisor, bank or life insurance company. Our independence ensures clients and financial advisors enjoy a neutral space to make the best investment decisions; while clients' assets are safeguarded, segregated and secured by our SFC approved nominee account. Our team stands by to listen to the advisor's needs, creating timely, proactive and responsive client service experiences.

Meet our

well-experienced team

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