Consultants, trustees and family offices
At W1M, we have been working with consultants, trustees and family offices for decades to develop long-term trusted relationships and achieve the investment goals of their clients. Our dedicated team are highly experienced, working with professional advisors to create bespoke portfolios held in a variety of structures.
What we do
We work in partnership to deliver the best outcome for you and your clients. We carefully consider our clients' priorities and goals to create an investment strategy which addresses their unique circumstances, including complex restrictions.
Investment management
At W1M, we always aim to deliver an exceptional level of service coupled with an in-depth understanding of the complicated issues associated with this type of client.
As high-net-worth individuals become increasingly global, this has become ever more important and we regularly work with clients and advisors in the UK, Europe, US and further afield. In order to meet these multi-jurisdictional needs, we have access to an in-house team of tax specialists and comprehensive global tax reporting.
Clients and their advisors have access to our global, active and direct investment approach driven by our industry-leading investment team.
Our investment philosophy
We firmly believe in a global, active and direct approach to investing across equities, fixed income and alternative asset classes. We believe in active management and that the best risk management technique is knowing and understanding what you own.
Global
Active
Direct
High conviction
Responsible investment
Performance
Our investment process
We meet with hundreds of companies a year, both in the UK and overseas, providing us with insights on real economic activity. This forms an important part of our bottom-up fundamental investment approach, which we combine with our top-down framework and macroeconomic analysis to guide our asset class allocations based on the appropriate level of risk.
