A data aggregation company
m2Wealth was founded by a group of people with extensive trading, investment management and settlement systems experience and with the vision and resources to create advanced new systems for
the evolving wealth management sector.
We provide Software-as-a-Service and enterprise based wealth management software solutions for asset managers, investment managers, platforms, stockbrokers and bankers and their clients.
The companies headquarters are situated
in Hong Kong with locations in Zurich, Switzerland; Sydney and Melbourne, Australia; London, United Kingdom and Wellington, New Zealand.
Our management team
Henry is a founder of m2Wealth and was a former principal and director of the Mocom group of companies. Henry has extensive experience in senior management and sales with a proven track record in developing high quality sales organisations in the Financial Services sector. He has a vast number of contacts in this sector, providing entry points into Advisory firms, Asset Managers, Stock Brokers and other Financial Services Participants at the highest level. This experience and proven sales ability and extensive range of contacts provides M2 with an extremely strong sales presence. He is a Director of M2 Wealth Pty Limited.
Anthony Bull has 15 years of experience in the software development industry, and has worked in roles ranging from testing and development through to project technical lead, architectural and consulting roles. Anthony has extensive experience in enterprise scale software systems, having worked with clients such as Toyota New Zealand, National Library of NZ, the Ministry of Education, GFG Group and Bendigo Bank.
He has experience in a wide range of Java and web enterprise technologies, and has spent recent years focusing on developing service oriented architectures and web service security implementations.
Lynn has worked in varied roles in accounting, finance and operation. She graduated from University of Melbourne with a Bachelor of Commerce and is a Certified Practicing Accountant (CPA). She has worked with two start-ups before joining M2.
Her experience had made her very resourceful in building systems and adapting to business needs. A self-taught coder, she is comfortable evaluating systems at a deeper level and implementing them in the business. Lynn is an all rounder and is involved with multiple parts of the business including, operations, accounting, marketing, sales and support.
Paul Graham is a founder of m2Wealth. He previously founded Mocom Corporation, an international securities trading and settlement systems provider, and grew that business to a global operation operating in Australia, New Zealand, Asia and Europe with a large number of well known and respected international clients. After the sale of the Mocom group of companies, Paul remained to oversee the transition. He has a proven track record in leading companies and planning and managing both expansion and challenging markets. He has the strategic, technical, administrative and marketing skills to ensure that the business develops in a well structured and managed fashion with strong growth and realised potential. He is Chairman of M2 Wealth International Limited.
Julian is a Chartered Accountant and Company Secretary with over 30 years commercial experience in the UK and Hong Kong. As M2 currently operates globally across various countries and jurisdictions, Julian brings an extensive international business and commercial experience to the team.
Terence Burns has held a number of general management roles within Mocom and Misys plc in New Zealand, Hong Kong and Australia. He was responsible for the global operations of Mocom and was instrumental in designing and implementing the management reporting and operational processes which enabled that business to achieve rapid and sustained growth. Terence also brings people management skills, strategic planning and process and control to M2. He is a Director of M2 Wealth Pty Limited.
Rudi has over 20 years business experience providing software and business solutions to the financial markets around the globe. He has extensive experience in the investment management sector in Asia, Europe, North America and Australia. He held several roles in Misys and BIS Banking. Prior to joining m2Wealth he served as a director at Dion Global. He is a director at m2Wealth Pty Limited
Brent Fraser is a founder of m2Wealth and a former principal and director of the Mocom group of companies, Brent provided technology depth and leadership, designing and building a number of Stockbroking, Trading and Settlements systems.
Brent has the experience and knowledge required to put together functionally rich, well performing and industrial-strength applications. His knowledge of the Financial Services sector, in particular the data interface requirements are second to none.
He provides strong leadership in this area and is an excellent interface between the business requirements and the application developers, essential to get these applications built.
He is a Director of M2 Wealth AG in Switzerland.
Why choose us?
Solutions for the growing complexity of wealth management
Investors deal with multiple asset managers such as banks for cash
and loans, brokers for stocks and bonds, financial advisors for funds and property, fund managers for pensions, accountants for private lending etc. Portfolios are becoming more active and diversified and statements of all shapes and forms are rolling in almost every day making it impossible to keep control of the big picture without resorting to complicated spreadsheets or getting the accountant to manage
the entire portfolio. m2Wealth aims to create a seamless automated solution to solve this problem.
Putting the requirements of the investor first
We have adopted an investor-centric approach and has designed systems first and foremost around the requirements of the Investor. This is based on the principle that if the Investor requirements are
met then they will be attracted to use the services of the provider and stay with them.
Cutting edge and constantly evolving
We set to work and built a range of interlocking solutions using a range of modern, open, web-enabled technologies. M2 is not standing still - the systems are constantly being upgraded as the wealth management sector changes to meet the needs of the Investor and Advisor.
Software designed by like-minded people
Starting from the founders own experience as clients of Investment Managers, Stockbrokers and Bankers, we became acutely aware that there was a lack of immediacy and transparency in the performance reporting provided. It became clear that there was a need for an aggregation system that could clearly provide reporting for the Advisor and the Investor.
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