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

Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2021
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
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Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2021
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
,
Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
January 2021
Four forces that could turn the tide for US financial stocks
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Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
Seeing an end to the ESG blind spot in private equity
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Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
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Tim Antonelli
 CFA, FRM, SCR
A new framework for downside mitigation
Learn why Multi-Asset Strategists Nick Samouilhan and Adam Berger argue for a multi-pronged downside mitigation approach in today’s environment.
January 2021
A new framework for downside mitigation
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Nick Samouilhan
 PhD, CFA, FRM
Insurers: a potent plan of attack for 2021
In this video and companion paper, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021 after a gruelling 2020.
January 2021
Insurers: a potent plan of attack for 2021
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Tim Antonelli
 CFA, FRM, SCR
Annual letter from our CEO: reflections on passing the baton
After a year like no other, CEO Brendan Swords looks ahead to 2021 and the upcoming transition to the firm's next CEO. He discusses the mission of the firm, career lessons learned and the elevated importance of a strong culture in a more virtual world.
January 2021
Annual letter from our CEO: reflections on passing the baton
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