Services

WMT Invest offers its investors an array of investment solutions, supporting their capital growth endeavors from investment strategy planning, negotiation with potential and portfolio companies, through to closing.

Business Analysis

Information is key to effective decision making, and that is never more important than when making investment choices. Our experienced team provide detailed business analysis for target organizations, delivering expansive insight and actionable plans that allow our partners to take advantage of any opportunity while understanding any potential risks and with full market awareness.

Due Diligence Reviews

Enter any opportunity with your eyes wide open, understanding the full potential of any business entity along with emerging risks and other challenges. Our due diligence reviews deliver an in-depth report on the structure, history and suitability of any business, from its financial strength to market value, assessing accuracy of accounting and so on.
Our team of highly experienced financial professionals will prepare a post-acquisition or investment plan to maximize any opportunity, and then provide a full assessment of any legal or bureaucratic issues that may be faced. With our comprehensive due diligence review, you can move forward on any project with complete confidence.

Profitability Projections

For any business or investment, knowing potential outcomes is an essential aspect of your decision-making process. Our highly experienced team of finance professionals can create detailed and informative profitability projections that give you the information you need to assess new opportunities or strategies for short- and long-term success.

Investment Strategy Planning

For businesses and individuals, building long-term success through investments requires more than seeking out quality opportunities. A defined investment strategy not only helps maximize your investment profitability, but also minimizes risk through diversification.
Our team of investment experts will work with you to create a bespoke investment strategy plan that fits your investment goals and risk management needs.

Portfolio Planning

Your portfolio reflects your risk limits, profit expectations and timescale for results. Effective portfolio planning from our team of investment professionals will guide and support your choices, helping to deliver a balanced portfolio that produces the long-term outcomes desired.

Accounting Services

Our comprehensive professional accounting services cover all your accounting needs as an individual or business. Ensure you maximize your earning potential, minimize tax exposure and enjoy the most efficient approach for your long-term success. Whatever your accounting needs, our experienced team, are here to help.

Financing/Fundraising Solutions

For startups and entrepreneurs seeking the next stage of project development, we offer tailored financing and fundraising solutions to suit your specific needs. With a strong network of partners around the world, we are experts in delivering the finance and investment that fits your unique situation and empowers your project.

Asset Management

Trust our experienced team to manage your asset portfolio effectively and profitably, delivering results within your risk profile and values. By leveraging the extensive experience, market insight and financial expertise within our team, our asset management service delivers exceptional results for your portfolio while you focus on your business.

Wealth Management Services

Let our exceptional financial experts provide the full suite of wealth management services you need. With the confidence of an established, family-owned business and our client-first approach that puts your unique needs at the heart of our investment and financial decisions, our bespoke wealth management solutions work for you, the way you need, fitting seamlessly into your financial life to bring the outcomes you desire.

Tax Deductions and Shelters

Take full advantage of the opportunities for effective reduction in your tax exposure through our tax services. From taxation audits to tax shelter wealth storage and investment, we can advise you on the best approach to minimize your taxation with a tailored tax strategy built to reflect your unique situation.

Portfolio Management

Your time is incredibly valuable, let our team manage your portfolio while you focus on your business and life. An experienced team of financial experts, WMT Invest will select and oversee a range of investments designed to meet your long-term financial objectives while respecting your risk tolerance. With active portfolio management, we adopt a strategy that fits your expectations, identifying and exploiting the very best opportunities around the world.