Welcome to Whole Wealth Group Ltd. This is a holding page until our website is re-launched by the end of November 2020. In the meantime please find some introductory information below and our contact email address is at the bottom of the page.
We provide whole wealth consulting, project funding facilitation, systemic innovation tools and transformative information and co-creative services globally for impact-driven individuals and organisations seeking to significantly accelerate business growth and greatly expand project funding, be it commercial or development/humanitarian in nature.
Why does the Whole Wealth Group exist?
We exist to expand the concept, creation and flow of wealth everywhere.
What do we mean by expanding the concept of wealth?
Our definitions of terms such as wealth, success, growth, happiness and wellbeing, influence our “stories and structures”, which influence and shape our patterns of thinking, sensing, relating, doing and being, and what we believe is or isn’t possible for individual and collective flourishing.
Wealth originated from “weal” and “wel”, associated with health, healing, happiness, a state of good fortune and well-being, before a later narrower definition came into common parlance based on just money and saleable assets. We seek to recapture these more expansive and enlivening origins.
Whole comes from the Old English “hal” relating to “entire, unhurt, safe, healthy, sound, genuine and straightforward”. We are all whole parts of larger whole systems. From micro to macro scale, science is converging with ancient wisdom and spiritual traditions on the fundamental inter-connectedness of our unified and unifying reality, revealing whole-picture perspectives and inspiring whole new possibilities.
Hence we take a “Whole Wealth” approach to continually enable flourishing, from personal to planetary scale – identifying, creating, stewarding, measuring, growing and evolving all forms of value represented by the multi-capital tools we use for whole-system success and long-term thrive-ability.
We are a networked, impact-driven organisation connecting across boundaries and enabling those seeking to advance their lives and the lives of others, through providing money, “whole wealth” tools and “multi-capital” resources to projects, places, policies, products and services that unlock our highest (re)generative potentials for as long as possible, in healthy relationship with each other and our natural and built environments.
Private Placement Programs
One of the catalytic multiplicative enablers for how we expand the creation and flow of wealth is by facilitating access to private placement bank trading programs and instrument monetisation transactions to fund commercial and development projects and enterprise growth. With 25 years of experience working for top tier international investment banks, the Whole Wealth Group founder has built up a sophisticated international professional network of trade platform intake facilitators, program managers and other experienced intermediaries and wealth creators, and together we help to increase the likelihood of successful program entry and the realisation of remarkable returns greater than those achieved in public markets and private equity.
What drives us is a massive transformative purpose and opportunity to intelligently leverage these specialist programs for the good of all. Using a “whole wealth” whole-systems approach to influencing and channelling investments into activities that accelerate progress on achieving the Global Sustainable Development Goals, and more, we want every succeeding generation to see how high and far they can go in doing justice to the full (re)generative potentials of life.
Private Placement Programs, also known by other names such as High-Yield Private Investment Programs, Managed Buy/Sell Programs or Project Funding Trade Programs, are a remarkable and little known specialist trading and investment niche born in the aftermath of the Second World War, created primarily for the rebuilding of infrastructures and economies devastated by the war. Taking advantage of the issuing, trading and leveraging capabilities of top-rated banks, Private Placement Program trading is lower risk than in public markets or private equity as it is based on the fact that the transactions are performed as arbitrage transactions, with off balance sheet bank debt instruments bought and immediately resold at pre-defined prices. A number of buyers and sellers are contracted, including exit-buyers comprising mostly of large financial institutions, insurance companies, or extremely wealthy individuals.
The issued instruments are never sold directly to the exit-buyer, but to a chain of buyers, with each making a pre-agreed profit along the chain to the end buyer. The banks involved are not permitted to directly participate in these transactions, but are still profiting from it indirectly by loaning money with interest to the trader or client as a line of credit, which in the case of a top tier PPP trader can equate to ten times the value of the client’s principal amount. This is their leverage. Furthermore, banks profit from the commissions involved in each transaction. The client’s principal does not have to be used for the transactions, as it is only reserved as a compensating balance (“mirrored”) against this credit line. This credit line is then used to back up the arbitrage transactions. Since the trading is done as arbitrage, the money (“credit line”) doesn’t have to be used, but it must still be available to back up each and every transaction.
These programs, by their very nature, year after year generate returns far in excess of those typically achieved in the mainstream markets or in private equity transactions, even accounting for changes in various factors including economic and market conditions, program availability, trader requirements, and the profile and jurisdiction of the client/applicant and their bank. Except for some of the instrument monetisation and “small cap” programs at the lowest range of financial commitment, which may require movement of funds to an Attorney trust account or trader sub-account for example, usually a client’s funds will not be required to leave their account provided the bank where these funds are held is acceptable for the program to which the client is applying.
One of the primary tools we provide, through our partners at global transdisciplinary design firm MetaIntegral, is a framework that builds and expands upon existing “multi-capital” models-in-use. We see their “MetaImpact Framework” as one of a core suite of tools that will enable, support and advance the theory, learning, practice, outcomes and ongoing evolution of “whole wealth” strategies and toolkits for life. Such models and tools will continue to adapt and evolve, as they should, because this work is ultimately about continually cultivating conditions conducive to unlocking and unleashing our highest individual and collective potentials for progress, peace, prosperity and possibility.
A Brief Introduction to the MetaImpact Framework
4 Types of Impact + 10 Types of Capital + 4 Bottom Lines = a Wisdom Economy
A Wisdom Economy is open, inclusive, regenerative, green, circular, transparent, integrative and multi-capital in nature. Hence we see this as powerfully aligning and supportive of what can be described as a “whole wealth” paradigm.
Such economies grow our collective ability to cultivate and track multiple forms of value in ways that preserve the wholeness of people and systems.
They are wise because they make room for and integrate the insights from all ten of the major domains of human knowledge and understanding, inspired by the genius of nature.
This allows for the collaborative design of systems that work for all of us and the planet.
- Clear Impact: changes in Stakeholder Behaviour and performance.
- High Impact: changes in Stakeholder Systems e.g. financial and economic systems, supply chains, etc.
- Wide Impact: changes in Stakeholder Relationships: social and cultural impact assessments, network analysis.
- Deep Impact: changes in Stakeholder Mindsets: experience somatic, emotional, psychological, sensory shifts.
- 1p/2p/3p refers to 1st (subjective), 2nd (inter-subjective) & 3rd person (objective) perspectives and dynamics.
- The * against six of the ten capitals shown in this image refer to those included in the International Integrated Reporting initiative.
Other tools will include the “Whole Scorecard” that expands upon earlier work such as “The Balanced Scorecard” popularised in the 1996 book of the same name by Robert S. Kaplan and David P. Norton. It will complement the MetaImpact Framework and build on inspiring work being done in multiple countries in relation to ESG and Impact Metrics, and other broad progress indicators, for a more holistic integrative picture of “whole return” on investment. Systemic progress and thriveability applications are being developed to help accelerate agreement and adoption of comparable global, regional and local views of holistic health and performance for individuals, groups, organisations, industries, communities, cities, countries, regions, and the world.
Watch this space for further developments including a “Whole Wealth Fund”, “Whole Wealth Zones” each with their own “Possibility Base” and “Arete City”, and a “Whole Family Office” and “Whole Wealth Bank”. These inter-related collaborative initiatives, which also includes Wealth Studios, will naturally have “names” that best serve and inspire their users, adopting a “whole wealth” approach and providing “blueprints” and societal operating system “kernels” that can be appropriately adapted for the specific needs, aspirations and circumstances of their respective users/members/citizens.
Find out more about these programs and initiatives and how we can help you realise your highest aspirations and goals by requesting information at Contact@WholeWealth.com