About Us

Together, Expanding the Concept, Creation, Measurement  & Flow of Wealth to Advance Humanity

Protection of capital

Opportunities for Growth of capital beyond typical market returns

Regular cashflow and alternative project funding choices

Bespoke and “white-label” capital-protected product opportunities

Synergetic multi-capital tools and partner services for private family offices and other sophisticated, high and ultra-high net worth  individual and institutional investors around the world to have a “whole wealth” view and balanced scorecard of their investments across all the capitals that are meaningful to them, and the returns and impacts generated for their given risk appetite and highest goals. 

Whole Wealth Group Ltd (“WWG”) is a holistic investing and multi-capital consulting agency with a mission to protect and grow wealth systemically. Thoughtfully blending our long and varied financial services, corporate, trans-disciplinary research and entrepreneurial experience, we help expand the concept, creation, measurement and flow of wealth, in both financial and non-financial terms, facilitating resource flows for projects, ventures and organisations to deliver their best outcomes across multiple forms of capital. We work in a network of financial services and other providers, and together we focus on protecting capital (via top-rated banks) while providing high-return opportunities. We enable sophisticated investors, private family offices, high and ultra-high net worth individuals, institutions, and other wealth service providers to access invitation-only low-risk high-return private investment opportunities and alternative project funding, with a vision of expanding prosperity everywhere.

WWG collaborates with those who help accelerate the transition to a world that works for all. The founding Director is a former global finance operations VP at JP Morgan with over 25 years of financial services experience in a wide variety of risk and control functions for multiple banks across multiple asset classes and markets. Early collaborators include a “multi-capital” colleague who qualified as an economist and lawyer, worked for global banks and IT companies, led a transformation consultancy privileged to work with over 100 bold corporate clients, including co-developing the first sustainable energy policy for the World Bank with 30 global experts, and initiated global consulting firm EY’s Accelerated Solutions Environments. The key principles, approach and tools of a “Whole Wealth Investing” philosophy and praxis draw on his and others’ wide range of multi-capital work with Reporting 3.0, the International Integrated Reporting Council, the World Business Council for Sustainable Development, and more, all helping to shift what’s possible.

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.

Wholewe 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. 

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 private invitation-only financial products with attractive returns, 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 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 have the opportunity to receive 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;
  • Protection of capital;
  • Over 1,000 investors with more than EUR 200,000,000 currently invested;
  • Weekly intake, Monthly payouts and 100% track record of prompt payment;
  • 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 confirmation of capital protection, where it remains in the account;
  • 12-month rolling contract, up to maximum end date of 2035;
  • 5-10% or more of the returns received by investors are required to be put into program-approved humanitarian projects and other socially and environmentally responsible activities, after the client has received profits for a suitable period of time;
  • 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. Like clients, authorised agents also put a percentage of their returns into program-approved humanitarian projects and other socially and environmentally responsible activities.

Appropriate evidence is provided as part of the due diligence process to substantiate the profits achieved through this product. These returns are the result of bank-leveraged trading profits from financial instruments such as Medium Term Notes, Bank Guarantees, CDs, energy, Gold and other precious commodities, and more, whereby the Bank uses its balance sheet size and strength and high credit rating to trade with enhanced credit lines that are multiple times the amount of cash received from new placements.

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 reserved for specific trading purposes. Minimum investment is typically at least five million USD or EUR. After the trading bank receives a Client Information Sheet, Proof of ID, non-solicitation confirmation and Proof of Funds, compliance is done by the bank and a draft 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 weekly or monthly from an authorized paying agent of the program.

Larger invitation-only Tier 1 Bank Trading Programs are running (EUR/USD 100M minimum), plus a new bespoke certificate program is being made available from 2019 through one of our regulated asset management strategic partners, providing capital-protected attractive returns, with a unique ISIN (International Security Identification Number) for each certificate, suitable for institutional investors in addition to sophisticated and ultra/high net worth individuals.

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.