-
Molly Conway
, CFA
- Business Development Manager
- United States
United States, Institutional
Change
Delivering a client-focused philosophy
As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters.
Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.
Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.
Investment solutions for family offices
Cara Lafond is a multi-asset strategist who works closely with Wellington’s Family Office clients to research investment policy and portfolio construction ideas, identify and advise on risks and opportunities, and has developed an asset allocation framework specific to private wealth investors.
Equities
- Core compounders
- Impact
- Tax-aware equities
- Concentrated styles
- Liquid real assets
- Thematic
- Emerging markets
- Regional
Fixed income
- Macro/emerging markets debt
- Relative value
- Multi-strategy
- Ultra-short duration
- Muncipal bonds
Alternative exposures
- Absolute return
- Long/short
- Multi-strategy
- Infrastructure
- Long/short sector
- Last-stage private equity
- Market neutral
Multi-asset solutions
- Inflation sensitive
- Multi-strategy low beta
- Outcome oriented
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.
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Our global team
For further information, please contact our full family office team.
-
Matt DelBello
- Business Development Analyst
- United States
-
Dan Isaacs
, CFA
- Director, Latin America
- Latin America
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Emily Koh
- Relationship Manager
- Southeast Asia
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Anthony Liberti
, CFA
- Business Development Manager
- United States
-
Giuliana Loukas
, CAIA
- Account Manager
- United States
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Alan Matijas
, CFA
- Director, Client Group Canada
- Canada
-
Joana McMullen
, CAIA
- Account Manager
- Latin America
-
Victoria Rowland Rouse
, CFA
- Account Manager
- United Kingdom
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Jenö Szabo
- Director, Client Group Switzerland
- EMEA
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Lisa Thors
- Relationship Manager
- United States
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Elaine Wong, CFA, CAIA
- Account Manager
- APAC
Explore insights
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Insights Posts
Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives
Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.
Article
2023-09-30
What if…? Contemplating five big questions for 2022
Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.
Continue reading
Article
2023-02-28
Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
Continue reading
Article
2022-11-30
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.
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Article
2022-03-01
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