Business Innovator Awards 2018

5 Corporate Vision / Business Innovator Awards 2018 Best Global Wealth Management Firm 2018 Company: Chartercross Capital Management DWC LLC Address: Office 110, Building A1, Dubai World Central, 644330, United Arab Emirates Phone: +44 207 193 7638 Fax number: +44 845 591 6271 Website: www.chartercross.com However, most innovations are a response to existing business challenges, and far fewer exploit opportunities to create value in a new way, where serving international clients working in multiple jurisdictions allows us to take advantage and ensure every decision is based on each clients’ best interest, not just their residential address. It is said millennials will form 50% of the global workforce by 2020 whereas Wealth Management companies are rushing to digitise their traditional business model to reduce their cost base - Chartercross is already tackling these futures issues today through launching its CSR initiative in 2017. Additionally, the firm is working to ensure that it supports clients internationally by utilising technology so that they can receive the support they need when they need it, as James highlights. “As part of our global mission Chartercross is dedicated to changing the perception of wealth management services; Chartercross is built upon the foundation of our greatest asset - our people. Our goal is to enrich and benefit the lives of our clients, and our ability to do so is directly influenced by the quality of our advisors and the qualifications of our team as a whole. That’s why working with the Chartered Institute for Securities and Investments (CISI) we ensure all our employees are internationally qualified and up to date with the latest regulation changes in the industry. The CISI is the professional body of choice for professionals in the securities and investment industry in the major financial centres’ globally. They believe a professional is someone who has a combination of knowledge and skills, and acts with integrity. “Living in today’s global communications and technology age it is no longer necessary to meet our clients face to face. That is why we have structured our business in such a way our employees’ can limit their emissions footprint as well as save our clients’ money by excluding international flights. Embracing new technology, we conduct all our business over the phone or with video conferencing with our head office located in the United Arab Emirates, Dubai. This central location allows us to reach all our clients around the world within one day.” Moving forward digitalisation and globalisation will remain the firm’s ongoing focus as it seeks to build upon its incredible success, as James is proud to conclude. “Due to the digitalisation and growing online security risks Chartercross has recently undergone a complete revamp to ensure a secure and easy online access to our existing clients’ accounts. Our website www. chartercross.com offers unique client updates and a new easy to use layout. We are excited about working with new clients around the world and showcasing this new look to them.” 