客戶基礎

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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.

Our distinctive qualities as an investment manager to family offices

  • 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 work closely with family-office clients to gain an in-depth understanding of their investment objectives — upside participation with downside mitigation, absolute-return goals, inflation hedging, and other goals — and tailor innovative solutions, often significantly shaped by clients’ tax considerations and liquidity preferences.
  • Institutional strength Our robust infrastructure and oversight processes are designed to provide consistency of service to clients.

Investment solutions for family offices

We offer an array of equity, fixed income, and multi-asset approaches, including absolute-return, long-only, and long/short strategies.

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

This list is for illustrative purposes only. This is not an all-inclusive list of all types of approaches that are available or all approaches 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 programs

We sponsor regional seminars and roundtables specifically for family-office clients, centered on such topics as alternatives, inflation hedging, and asset allocation. Other events we host are available to a broad range of clients, including family offices:

  • Research, asset allocation, and risk-management forums
  • Webcasts covering such topics as asset allocation, the US and global macroeconomic outlooks, and specific approaches
  • Overview of our thought leadership

Meet some of our family-office professionals

 

Andria Weil
Director of Family Office

 

Lisa Thors
Director of Family Office Relationships

 

Charles Ruch, CFA
Relationship Manager

 

Giuliana Loukas
Business Development Analyst

Contact us:

Email us at familyoffices@wellington.com.