Our products

Edward is a modern wealth management platform connecting experienced financial advisors with smart technology to protect and grow client wealth. We construct goal-based investment portfolios built from carefully selected, low-cost ETF funds sourced from top global managers across more than 20 global stock exchanges. The offering spans short-term reserves, model portfolios, ESG-focused portfolios, custom individual portfolios, and tax-advantaged retirement accounts (DIP), managed through an automated 3-bucket methodology with continuous currency hedging.

Why choose us

Edward pairs personal advice with proprietary algorithms that evaluate portfolios weekly, executing automated rebalancing so clients and advisors don't have to manage trades manually. We put advisors and clients on the same side of the table with transparent, aligned fees rather than anonymous call centers. Operational security is paramount: securities accounts are held directly in the client's name by WOOD Retail Investments a.s. (part of WOOD & Company), backed by major depository banks.