Whole Wealth Group Ltd (“WWG”) is a private investment agency and wealth transformation enterprise, and is a member of a global independent partner network for high value consulting, high-yield protected investments, asset broking, banking and finance, funds, asset and wealth management, creative development and production financing, sustainable economic development and other whole-wealth-oriented financial services, provided through our strategic partners. We thoughtfully leverage our long and varied financial services experience to expand the concept, creation and flow of wealth, in both financial and non-financial terms. Our motivation and mission is to protect and grow wealth holistically together by helping the right people access the right opportunities and resources, with a vision of expanding prosperity and possibility, and unlocking highest potential everywhere.
We are an associated member of a Netherlands-based private capital trust and investment fund foundation whose partner companies specialise in the rare combination of protecting capital (working with leading global banks) while also providing high-return private investments and alternative project funding.
WWG acts in an investing, consulting and connecting capacity to ensure that the needs and goals of all parties to a transaction(s) or portfolio of value creating activities are fulfilled. We earn our returns and fees for doing so, which will vary depending upon the size and nature of the investments being made and the projects being executed, and the level of our involvement.
The Whole Wealth Group founder is a former global finance operations VP at JP Morgan. Other investment banks he worked for include Barclays Capital, Citibank, Credit Suisse, Salomon Brothers and WestLB. He has over 25 years of financial services experience in a wide variety of risk and control functions across fixed income, equity, derivative and money market products in multiple markets, with client relationship, line and project management responsibilities, including supporting new business initiatives.
Since leaving JP Morgan he worked on consulting and research and development assignments with bold purpose-driven start-ups, business architects and system entrepreneurs, ESG and impact investors, social system designers, organisational and leadership development specialists, creatives, technologists, scientists and educators. Inspired and informed by this experience, Whole Wealth Group was founded to help enable, support, and advance activities that integrate lasting measurable social, economic, scientific, creative, cultural and environmental benefits, in a wider holistic approach to value and wealth creation.
For example, we bring smart low-risk high-return products to our clients, for accelerated capital growth and high income generation, put to meaningful use:
WWG partners include authorised agents for capital-protected high-return private financial products made available by one or more Globally Systemically Important Banks. For the most recent annual list from the Financial Stability Board, from Nov2018, please see the link below: http://www.fsb.org/wp-content/uploads/P161118-1.pdf). One such product is a low-risk high-return bank-protected private placement program launched in 2015 and provided through an associated company of a global top ten bank. The program:
- Enables suitable sophisticated investors to receive protected profits significantly above typical investment products available in the market;
- Minimum investment of EUR 101,000, rising to investments of EUR 50,000,000 and above;
- Global bank guarantee for capital and profits;
- 100% track record of prompt payment;
- Over 2,000 clients to date;
- Over EUR 300,000,000 invested;
- Weekly intake;
- Monthly payouts;
- Client Information Sheet (CIS) and Proof of Funds required during the due diligence process;
- Capital is moved to the Bank´s associated member platform, after the investor receives their Bank Guarantee for Capital and Profits, where it remains in the account;
- 12-month rolling contract, up to maximum end date of 2035;
- Can request full return of capital from month 13;
- 5-10% or more of the high returns received by investors are required to be put into humanitarian and economic development projects, and other socially and environmentally responsible inclusive activities for broader impact;
- Indicative profit table available on request;
- Authorised agents and partners earn returns and fees based on the size and type of investments being made and the projects being executed, and their level of involvement.
Appropriate evidence can be provided to substantiate the high returns achieved through this product. These high returns are the result of leveraged bank trading profits from financial instruments such as Medium Term Notes, Bank Guarantees, Certificates of Deposit, energy, precious commodities and more, whereby the Bank uses its balance sheet size and strength and high credit rating to trade with credit lines of ten times or more of the amount of cash received from new investments.
Other private placement (AAA-rated) bank trading programs don’t require funds to leave a client’s bank account and only require authorisation to be blocked for specific trading purposes. For these programs the minimum investment is typically at least five million USD or EUR. After the trading bank receives a Client Information Sheet and Proof of Funds, compliance is done by the bank and a contract is sent for client review and signature authorizing funds to be allocated to the specific Bank trading program. Client profits and agent commissions are paid monthly from an authorized paying agent.
A bespoke certificate program, made available from June 2019, also provides capital-protected high returns with the added flexibility of a unique ISIN (International Security Identification Number) for each certificate which can be sold back to the issuing agency at par value if the full capital amount is needed back by the investor before the standard contractual 12-month term is reached.
Why do we use the term “Whole Wealth”?
Our definitions of terms such as wealth, health, growth, happiness and success, influence our “stories and structures”, which influence and shape our patterns of thinking, perceiving, communicating, relating, doing and being, and what we believe is and isn’t possible for individual and collective prosperity.
Wealth originated from “weal” and was associated with health, healing, happiness, a state of good fortune and well-being, before a narrower definition emerged based primarily on just money and saleable assets. In these volatile, fast-changing and fragmented times, we must recapture these deeper, wider, richer origins.
Whole – we are all whole parts of larger whole systems. From personal to planetary scale, taking a more holistic approach to the ways in which we go about identifying, defining, cultivating, measuring, growing and evolving all forms of value can only contribute to more meaningful, fulfilling, exhilarating lives.
Reach out to us at Contact@WholeWealth.com
Whole Wealth Group Ltd is a private limited company registered in the United Kingdom under Company Number 11651383. Its registered address is at 71-75 Shelton Street, Covent Garden, London WC2H 9JQ. The contents of this website include elements that are intended for sophisticated investors. The information contained herein should not be regarded as advice or an offer, invitation or solicitation to enter into any financial obligation, activity or promotion of any kind as defined by the Financial Services and Markets Act 2000. The provision of any investment services and products, whether or not mentioned on this website, may not always be suitable for an investor, and we recommend that any potential investor conducts their own due diligence before entering into any investment contract.