Family offices

We manage assets for a worldwide clientele of family offices in a wide range of equity, fixed income, alternative and multi-asset approaches. Our clients include large single- and multi-family offices, family foundations and independent wealth advisers.

Why family offices partner with us

PRIVATE PARTNERSHIP

As a private partnership whose origins date back to 1928, we have a deeply ingrained appreciation of the privacy and confidentiality needs of our family-office clients.

CLIENT-ORIENTED BUSINESS MODEL

Our only business is investment management, with a focus on serving family offices and other institutional investors with extensive experience in investing and long time horizons.

CONSULTATIVE APPROACH

We seek to gain an in-depth understanding of each family office’s investment objectives — upside participation with downside mitigation, absolute-return goals, inflation hedging or other goals — and tailor solutions that are often shaped by clients’ tax considerations and liquidity preferences.

INSTITUTIONAL STRENGTH

Our infrastructure and oversight processes are designed to provide consistency of service to our family-office clients.

Investment solutions for family offices

Hedged equities
  • Long/short
  • Long/short sector
  • Multi-strategy
Fixed income
  • Relative value
  • Macro/emerging markets debt
  • Multi-strategy
  • Municipal bonds
Alternative exposures
  • Infrastructure
  • Liquid real assets
  • Niche opportunities
Equities
  • Core and satellite emerging markets
  • Natural resources oriented
  • Global contrarian
  • Income oriented
  • Concentrated styles
Multi-asset solutions
  • Outcome oriented
  • Inflation sensitive
  • Multi-strategy low beta

This list is for illustrative purposes only and does not include all of the approaches that are available or that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money.

Resources for family office clients

SEMINARS AND EDUCATIONAL PROGRAMMES
We sponsor regional, family-office-specific seminars and roundtables. We also offer events and materials for a broad range of clients, including family offices:

  • Forums focused on research platforms, asset allocation, risk management and natural resources
  • Webcasts hosted by our investment professionals covering a wide range of topics
  • Thought leadership, including white papers and quarterly market outlooks.

Meet some of our family-office professionals

Contact us:

EXPLORE INSIGHTS

Managing risk in an unconstrained fixed income strategy
Learn why we believe the integration of risk management throughout the investment process and the use of multiple lenses are crucial for approaches that span multiple styles, regions, asset types and credit tiers.
September 2020
Managing risk in an unconstrained fixed income strategy
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Monthly Market Snapshot: August 2020
A monthly update on equity, fixed income, currency and commodity markets.
September 2020
Monthly Market Snapshot: August 2020
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Sharpening our edge: Investing with data science
In the first part of our new iSci stories series, we explore how data science is increasingly providing our investors with differentiated insights and discuss the value of robust collaboration between our investors and data scientists.
September 2020
Sharpening our edge: Investing with data science
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Credit dispersion continues: Q&A
Portfolio Manager Ryan Valente offers his insights on today's dispersion-driven credit opportunities, changes since the COVID-19 pandemic, and the value of managing alternatives credit at Wellington.
September 2020
Credit dispersion continues: Q&A
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Redefining “value” for a modern economy
Value stocks are cheap and growth stocks are expensive. End of story, right? Our Fundamental Factor Team argues that the traditional tools for measuring value are out of date and offers a more nuanced view.
September 2020
Redefining "value" for a modern economy
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Opportunistic investing: 20 years, 8 lessons
Multi-Asset Portfolio Manager Brian Garvey humbly reflects on 20 years of opportunistic and thematic investing.
September 2020
Opportunistic investing: 20 years, 8 lessons
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Climate change and emerging markets: assessing opportunities and challenges
Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
September 2020
Climate change and emerging markets: assessing opportunities and challenges
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Emerging Local Debt Advanced Beta: three keys to reducing poorly compensated risks
August 2020
Emerging Local Debt Advanced Beta: three keys to reducing poorly compensated risks
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