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Service

Fiduciary Management

WTW’s Fiduciary Management Solutions are designed to target improved financial outcomes, meet the time and expertise requirements of running an investment portfolio, and deliver institutional investors value for their money.

A fiduciary management mandate delegates implementation of the agreed investment strategy to our investment professionals. We believe it gives you access to more efficient portfolios, our best investment ideas, real-time decision making, and relieves the governance constraints of the investment committee.

Investors' decision-making processes have a material impact on their long-term financial outcomes. We know, funds of all sizes can be effective decision makers, but when combined with substantial scale they will be more likely to achieve their investment goals. We have worked with, advised and learned from some of the largest and most successful institutional investors in the world, and developed a delegated model that provides clients with the very best of what we have learned.

Our delegated clients enjoy the full spectrum of our Sustainable Investment approach, from the genesis and assessment of investment ideas, through portfolio construction, to the way in which we monitor the performance of our clients' funds.

Contact

Pieter Steyn

Head of Delegated Investment Services UK

“
We work with funds from under £50 million in assets to several billion £s across a spectrum of solutions that meet their specific needs. We have helped multiple clients achieve their long term funding targets and look forward to helping more.”
Pieter SteynHead of Delegated Investment Services UK

Video

How to design and build the right portfolio for your needs

Delegating investment portfolios

How to design and build the right portfolio for your needs