About Us
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 wealth management sector.
Our Services
We provide Software-as-a-Service and enterprise based wealth management software solutions for asset managers, investment managers, systems platform providers, stockbrokers and bankers and their clients.
Locations
The headquarters are based in Hong Kong with locations in Zurich Switzerland, Sydney and Melbourne Australia, London the United Kingdom and Wellington New Zealand.
Our management team
Paul Graham
Managing Director
Paul Graham
Paul is a founder of m2Wealth. He previously founded Mocom Corporation, an international securities trading and settlement systems provider and grew that organisation to a global business 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 stayed on 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 m2Wealth International Limited.
Henry Kortt
Director Cloud Systems
Henry Kortt
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. His experience, proven sales ability and extensive range of contacts provide m2Wealth with an extremely strong sales presence. He is a Director of m2Wealth Pty Limited.
Brent Fraser
Director Data Systems
Brent Fraser
Brent is a founder of m2Wealth and a former principal and director of the Mocom group of companies. Brent provides technology depth and leadership having designed and built a number of Stockbroking Trading and Settlements systems. Brent has the experience and knowledge required to assemble functionally rich, well performing and industrial-strength applications. His knowledge of the Financial Services sector and in particular the data interface requirements is 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 m2Wealth AG in Switzerland.
Terence Burns
Director Operations
Terence Burns
Terence 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 brings people management, strategic planning and process and control skills to m2Wealth. He is a Director of m2Wealth Pty Limited.
Rudi Pecker
Director Enterprise Systems
Rudi Pecker
Rudi has over 20 years 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 has held several roles in Misys and BIS Banking. Prior to joining m2Wealth he served as a director at Dion Global. He is a director of m2Wealth Pty Limited.
Anthony Bull
Chief Technical Officer
Anthony Bull
Anthony has 15 years experience in the software development industry, and has worked in roles ranging from development and testing through to project technical leadership, architectural and consulting roles. Anthony has extensive experience in enterprise scale software systems, having worked with clients such as Toyota New Zealand, the 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 the most recent years focusing on developing service oriented architecture and web service security implementations.
Lynn Lok
Manager Systems & HR
Lynn Lok
Lynn has worked in a variety of roles in accounting, finance and operations. She graduated from the University of Melbourne with a Bachelor of Commerce and is a Certified Practicing Accountant (CPA). She worked with two start-ups prior to joining M2. Her experiences have made her very resourceful in building systems and adapting to business needs. A self-taught coder, she is comfortable evaluating systems at a deep level and implementing them into a business. Lynn is an all rounder and is involved in many parts of the business including operations, accounting, marketing, sales and support.
Julian Walsh
Group Company Secretary
Julian Walsh
Julian is a Chartered Accountant and the Company Secretary and has over 30 years commercial experience in the UK and Hong Kong. m2Wealth operates globally across a number of countries and jurisdictions and Julian provides the extensive international business and commercial experience that m2Wealth requires.
Why choose us?
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Our Mission
Solutions for the complexity of wealth management
Investors utilise 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 and accountants for private lending. Portfolios are becoming more active and diversified and statements of all shapes and formats are rolling in almost every day making it impossible to visualise the big picture without resorting to complicated spreadsheets or getting the accountant to manage the entire portfolio. m2Wealth provides a seamless automated solution to solve this problem.
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Our Philosophy
Putting the requirements of the investor first
We have adopted an investor-centric approach and our systems are designed first and foremost around the requirements of the Investor. This Philosophy is based on the principle that if the Investors requirements are met then they will be more likely to use the services of the provider and stay with them.
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Our Promise
Cutting edge and constantly evolving
We have built a set of interlocking solutions using a range of modern, open, web-enabled technologies. We are not standing still – the systems are constantly being updated to meet the needs of the Investor and Advisor as the wealth management sector changes.
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Our Story
Software designed by like-minded people
Starting with the founders own experiences as clients of Investment Managers, Stockbrokers and Bankers, we were acutely aware that there was a lack of immediacy and transparency in the performance reporting provided. It was clear that there was a need for an aggregation system that could provide clear reporting for the Advisor and the Investor.
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