Hong Kong S.a.r.
Wealth Management Cube Ltd, operating under the slogan B2B & B2B2C Mutual Fund Investment Platform, is an SFC-licensed corporation (CE No. BEC913) based in Hong Kong. The company's core businesses revolve around B2B & B2B2C Fund Investment Dealing & Settlement services, offering a portfolio of 1,000+ funds from 100+ fund houses, alongside Insurance Admin & CRM solutions.
Founded in 2014, Wealth Management Cube has a rich history dating back to the 80s when three founding members, previously part of Matheson PFC, a subsidiary of Jardine Pacific, were involved in developing an enterprise-level system for Fund Investment Dealing & settlement. With significant global deployment of the system in the 90s, one of the founding members completed a management buyout of the system in 2004 from Towry Law, leading to the development of a new system named CUBE in 2016.
Over the years, the company has achieved significant milestones, including acquiring the SFC Type 1 Dealing in Securities license in 2015 and forming a strategic alliance with a renowned licensed insurance company in UK/HK in 2020, becoming the authorized custodian of its investment-linked policy. This new venture is anticipated to be a game-changer in the Hong Kong platform industry.
Wealth Management Cube Ltd operates in the Financial Services and Fintech industries, with its headquarters located in Hong Kong S.a.r. Currently, there is no public information available regarding the last investment and the associated investors.
