Dominique Jooris, Founder of WMCockpit, is bringing a fresh lens to the complexities of estate-level wealth oversight, blending technical innovation with deep private-banking experience. Ahead of his speaking engagements at both the Independent Wealth Management Forum – Hong Kong 2026 on May 7th, and the Independent Wealth Management Forum – Singapore 2026 on May 5th, Jooris sat down with Hubbis to discuss why traditional tools fall short in today’s advisory environment – and how WMCockpit is enabling Single-Family Offices (SFOs), Multi-Family Offices (MFOs) and private banks to embrace estate-scale decision-making.
Key Takeaways:
- Beyond Consolidation: WMCockpit integrates liquid and illiquid assets to support estate-level analysis, including currency exposure, tax, and intergenerational planning.
- Solving the Unstructured: The platform bridges valuation gaps between mark-to-market and infrequently assessed holdings like property or art.
- A Tool for the Confessor: MFOs and forward-leaning private bankers can use WMCockpit to deepen trust and offer more holistic solutions.
- Complexity and Patience: With a year-long sales cycle not uncommon, Jooris emphasises operational resilience and longevity as key differentiators.
- Three-Track Client Base: SFOs, MFOs, and private banks each interact with the platform differently – but all benefit from its estate-focused logic.
What We Are Managing – And Why It Matters
“We are not here to sell another dashboard,” says Jooris. “We are here to reframe the architecture of advice.”
It is a bold but grounded claim from someone who has seen the private wealth industry from every angle – from his early years at JP Morgan and Goldman Sachs to his role as Head of Wealth Management for Southeast Asia at Pictet. At WMCockpit, Jooris and his team are taking aim at what he calls the “fractured estate view” still prevalent across much of Asia’s wealth ecosystem.
“Portfolio consolidation, KYC tools, robo-advisors – these are all well-covered,” he notes. “But there remains a gaping hole in how we integrate the full picture: operating companies, real estate, art, trusts, insurance, and inter-family allocations. These matter just as much – often more – than public-market portfolios.”
That insight drives WMCockpit’s core proposition: blending bankable and non-bankable assets into a coherent structure, enabling family offices and private banks to run exposure analysis, inheritance simulations, liquidity planning and more – all from a single estate-level perspective.
Structure Before Sales: Replacing the Product Push
Much of traditional wealth management, Jooris argues, remains centred around product flows. “It is still about ‘do you want to buy this fund,’” he says. “We are saying – let’s start with the estate, the family, the liabilities, the cross-jurisdictional footprint, and ask: what does the client actually need?”
This shift from reactive to proactive advice is particularly relevant as families grow more global, complex and institutional in how they operate. Whether modelling the impact of a London property purchase on a Singapore-based portfolio, or assessing family fairness in legacy planning, WMCockpit offers decision-making tools that go beyond static reports.
The platform’s estate-mapping capabilities – including its organigram features and AI-assisted scenario testing – allow advisers to visualise, simulate, and communicate across generations. “These are not gimmicks,” Jooris insists. “They are frameworks for disciplined, defensible advice.”
The Patience Premium
Still, such a paradigm shift takes time. “There is often no direct comparison,” says Jooris. “We have to introduce ourselves by saying what we do not do, before we can explain what we actually do.”
That creates a long sales cycle – often close to a year from initial conversation to contract signing. “Clients need time to understand the difference, pressure test it, align stakeholders, and visualise their own use case,” he explains.
Yet far from seeing this as a setback, Jooris frames it as a moat. “Every additional year we survive and thrive, the more our credibility compounds. Prospective clients think – if they are still around, maybe they are worth listening to.”
That long game is central to WMCockpit’s positioning. “You cannot entrust your estate’s architecture to a company that might not exist next year,” he says. “Longevity builds trust.”
SFOs, MFOs, and Private Banks – Three Use Cases, One Platform
WMCockpit’s client base clusters into three verticals, each with distinct dynamics.
- SFOs are the most obvious fit, given their estate-centric mandate. Yet paradoxically, Jooris says traction here is slow. “The platform is threatening,” he admits. “If you are the CEO of an SFO, our tool essentially does your job. Admitting that your Excel model is no longer state of the art can be hard.”
- MFOs, by contrast, are the “bullseye” of WMCockpit’s target market. “They act as the trusted consigliere,” he explains. “They already deal with multiple custodians, multiple jurisdictions, and need something to bring it all together. Our platform fits perfectly into their workflow.”
- Private Banks are a more nuanced case. “They have all the tools – lending, FX, asset allocation,” Jooris says. “But the question is: do they have the culture? Can they act as the impartial adviser who says, ‘This, we do well. That, you should get from someone else.’”
For banks willing to take that leap, the upside is material. “You can deepen trust, increase wallet share, and even anticipate when a competitor slips,” Jooris explains. “But it requires a change in mindset – from product provider to estate partner.”
Built to Last: A Strategic Roadmap
With platform features now robust and market fit increasingly validated, Jooris is focused on three key priorities:
- Accelerating Adoption: WMCockpit is actively onboarding more MFOs and private banks ready to integrate its estate-mapping logic.
- Scalable Customisation: For institutional clients, the platform supports bespoke modules – but only when commercially justified. “We want to tailor, not tinker,” Jooris says.
- Operational Maturity: As scale increases, WMCockpit is bringing more functions in-house, from tech infrastructure to compliance, ensuring delivery remains stable and responsive.
These pillars reflect a clear intent: to be a foundational layer in the wealth stack, not a transient overlay. “This is not about hockey-stick growth,” Jooris notes. “It is about building something clients can trust, year after year.”
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Looking Ahead to the Hubbis Independent Wealth Management Forums
Jooris will be exploring many of these themes at the 2026 Hubbis Independent Wealth Management Forums in Hong Kong and Singapore, where he joins other senior leaders from across Asia’s private wealth space. With estate management becoming both more complex and more essential, platforms like WMCockpit are helping reshape the expectations of what modern advice should look like – disciplined, estate-centred, and designed to endure.
Click here to view the Hong Kong event homepage and explore the full agenda, and here to view the Singapore edition.
