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
Managed Service Account (MSA)
Advisory Portfolio Management Service (APMS)
Investment advised service by your financial advisor
Discretionary Portfolio Management Service (DPMS)
Professional management on the choice of asset allocation and fund selection to meet your investment objectives
Both services can enjoy:
Unlimited free switching across different fund houses
Simple fee structure
Consolidated view of your overall investments 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.