Wealthinity

Nearly every investment and private bank issues or places structured products. At the same time, nearly every advisor is sceptical of the value they bring, spooked by negative connotations in the press, weary of the increasing regulatory attention to them, and fearful of their complexity and fees.

We have prepared this short introduction to our new series of content which aims to explain how, when, and why to use structured products in the investment portfolios.

You can download the whitepaper here - https://bit.ly/33MnQpV

Fusion Asset Management

Last week Taras Rybak talked to Wealth Adviser magazine about digitalization trends and the evolution of the wealth management. He also shared his plans for Wealthinity and its aim to democratise the industry.

Read more here: https://www.wealthadviser.co/2020/03/23/284110/wealth-management-industry-set-evolve?fbclid=IwAR0m1vVj_9t1aSktcL4lj99B6r8lXSh7VcsbOcVJNqoRXYDRvu1sWwW1cpM

Last month, Pablo Conde, Managing Editor of Structured Retail Products and Taras Rybak, Head of Investment solutions at Fusion Asset Management, talked about the future of the new venture – Wealthinity and its launch as the first steps towards building a . Taras discussed the core ideas behind Wealthinity and shared the firm’s strategic plans and values. He also explained how Wealthinity helps to empower smaller and to provide a better service to their clients and grow their business.

Find out more about it here https://www.structuredretailproducts.com/news/details/75690

Profile: Wealthinity, combining client servicing tools and investment solutions Following yesterday’s interview with Kirill Ilinski, managing partner at Fusion AM, SRP spoke to Taras Rybak (pictured), head of investment solutions at Fusion and co-founder of Wealthinity, the new platform targeted at advisors which will offer access to a range of pre-built investment portfolios...

Taras Rybak discussing with WealthAdiser on how Wealthinity helps to democratise the wealth management industry.
https://www.wealthadviser.co/premium/wealthinity-offers-democratisation-smaller-wealth-managers

Wealthinity offers democratisation for smaller wealth managers