Empowering investors with comprehensive digital wealth management solutions
Block Tree is a digital wealth manager designed to manage the long term wealth of individual investors, corporate clients, and multi-family offices who want to access alternatives and multi-asset investments powered by the benefits of mobile.
Block Tree = Your investment home
- Primarily designed as an intuitive mobile application with a user-friendly streamlined interface for portfolio construction and management solely dedicated to offering instant access to institutional grade investment products and solutions.
- Effortlessly switch between asset classes in a single click by leveraging our intuitive design.
- Block Tree allows you to plan for long term investment goals, while profiting from market moving opportunities with ease, creating a pool of portfolios in a single mobile platform, accessible 24x7.
You now have an army of private bankers in your pocket!
Block Tree today and tomorrow
We are revolutionising the wealth management industry by empowering an analogue community with a single investment platform which harnesses the power of digital.
Our App provides access to investments strategies, solutions and products. Access inflation hedging strategies, arbitrage opportunities, and benefit from currency fluctuations via our offerings:
- Streamline portfolio management and oversight for family offices
- Access private markets and institutional-grade investment products
- Simplify international transactions with multi-currency banking support
- Seamlessly integrate alternative asset deposits and withdrawals for a well-rounded investment experience.
Join today to enjoy the future of finance!
Exciting features and key capabilities
During our soft launch, enjoy these exciting features specifically catered for sophisticated investors and corporate clients.
Multi-Currency Banking
We support banking transactions in 16 different currencies, allowing seamless cross jurisdictional investment management, eliminating the need for multiple bank accounts. Wealth management has never been simpler!
Yield access on a different scale
Switch in and out of yield generating investments at the click of a button, maximizing on return of capital deployed. Be one step closer to your long term financial objectives.
Our "Service First" Model
Individuals
We empower individual investors by providing solutions that act like an army of digital private bankers. Providing access to institutional investments, alternative assets and the management of cash balances, all at the touch of mobile.
With Block Tree, individuals can:
- Gain exposure to alternatives instantly
- Take advantage of trading positions between asset classes in a single button click
- Access alternative investments in fractional form
- Access secondary markets for alternative and digital assets
- Construct portfolios tailored with unique investment goals and risk tolerances
- Benefits from leveraging on referrals via the power of their network
- Seamlessly manage multi-currency banking and alternative investments, all in one platform.
Corporates
We serve corporates by providing comprehensive wealth management solutions and multi-user access (via mobile) to manage multi-asset class investments across alternatives, digital assets and cash management.
The App assists corporates in managing their digital and alternative investment solutions, all in one place.
With Block Tree, corporates can:
- Streamline portfolio management and oversight for family offices
- Access private markets and institutional-grade investment products
- Simplify international transactions with multi-currency banking support
- Seamlessly integrate alternative asset deposits and withdrawals for a well-rounded investment experience.
Financial Institutions
We partner with financial institutions to enhance their digital solutions and offerings. The App assists brokers and multi-family offices in digitizing traditional broking activities by offering digital access to multi‑asset class investments, all in one mobile application.
With Block Tree, financial institutions can:
- Offer their clients access to a cutting-edge digital wealth management platform
- Broaden their investment product offerings with access to institutional and alternative investment products
- Enhance their customer experience with a user-friendly interface and seamless integration of traditional and crypto investments
- Access our expertise in legacy planning and wealth transfer to facilitate multi-generational wealth management solutions to their clients.
What's next on the horizon
Access yield and enhance the performance of your idle cash
Our range of high yield products starts with tokenised securities with A-1 credit rating.
Access to institutional and alternative investment products
Invest in products and deals previously only available to institutional investors. Delivered in a simple format, these products allows you to invest in alternative asset classes just as you would do public securities. Enjoy access to alternative markets to construct a balanced and diversified portfolio, maximising your investment returns.
Seamless asset class switching
Benefit from seamless asset class rebalancing via optimised mobile access, ensuring that your investment strategies are executed at speed.
Build your own portfolios with varying long and short term objectives and risk appetites
Build portfolios with varying end objectives and differing investment strategies whilst ensuring that each strategy is isolated for greater risk management.
Be rewarded for your wide network
Users are able to capitalise on their network of contacts to generate passive referral benefits, providing a lucrative income stream.
Powering up legacy planning and succession planning with digital assets
Our platform provides a comprehensive legacy planning tool for multi-generational wealth management needs leveraging on the power of digital and mobile.
The once complex wealth transfer process is now smoother with our ability to seamlessly switch from alternative asset classes, illiquid assets and back into liquid assets such as cash, and securities – all with the simple click of a button.
Never has investments been so efficient and dynamic! And it's this dynamic system that allows families to cater to trans-generational needs, whilst ensuring continued wealth preservation. Block Tree also facilitates wealth transfer in a transparent and tax-efficient manner.