WTW Investments Wealth Solutions

Wealth management is undergoing a profound transformation — driven by shifting client expectations, technological innovation, consolidation, regulatory change and global uncertainty. And your clients seek more than performance. They demand personalisation and partnership. We help wealth managers meet these expectations by reimagining their value proposition and delivering forward-looking strategies that foster client trust, deepen client relationships and anticipate their future needs. By aligning investment excellence with our insight, we empower you to lead with a clear, bold vision for the future of wealth management.

At WTW, we believe high-quality investment solutions should be accessible to all investors. Our goal is to help individuals and communities worldwide break through to better long-term wealth solutions.

Compared to the institutional market, the UK wealth market is significantly underserved. We're addressing this issue by delivering solutions that leverage our global institutional capabilities. With proven expertise, strategic clarity and practical experience, we guide your next steps with precision.

How we help the UK wealth management industry

We equip wealth managers, private banks and a range of other financial intermediaries with smart, scalable investment solutions – unlocking access to our trusted expertise for end savers, who've never had them before.

The UK wealth management industry can leverage our deep and vast global investment and risk resources to deliver better financial outcomes for your clients. We bring value by:

• Challenging the status quo and solving future problems
• Identifying attractive asset classes now and in the future
• Unlocking value-added investment opportunities by working with award winning advisors^[1]
• Guarding investors from operational and non-investment related business risks
• Managing the administrative burden through fiduciary management and maximise the financial outcomes of your clients

We will provide you with ongoing active oversight and nimble portfolio allocation decisions to deliver returns. Our approach provides you with:

• Institutional quality solutions: We provide access to institutional-grade strategies that are tailored to your needs. With flexible strategies, a unique multi-manager fund model and global market insight, we help financial intermediaries and wealth managers access scalable, sustainable growth through adaptable solutions and new opportunities
• Collaborative partnership: Our collaborative approach and proven expertise and extensive resources allows you to focus on growing your business and achieving your core objectives, while we stay focused on delivering returns and keeping your clients' investments safe
• Global scope and scale: We provide scale, infrastructure and experience, which gives you access to investment strategy expertise and a network of asset managers – all while improving implementation outcomes and reducing costs to your clients

Our investment solutions for UK wealth managers

We tailor our solutions to meet the needs of your business and your clients' needs. We work with you to meet you where you are.

• 

  Advise

  We help clients solve their problems with:

  • Governance support
  • Flexible strategy design
  • Capital markets assumptions
  • Asset allocation
  • Manager research
  • Investment due diligence
  • Operational due diligence
• 

  Manage

  Wealth firms can outsource the burden of managing their investments, wholly or partially and focus on developing their business and staying close to their customers. We have proven operational and investment experience including:

  • Mandate design and implementation
  • Model Portfolio Services
  • Custom Multi-Asset Funds
  • Investment Trusts
• 

  Equip

  We can provide clients with innovative specialist products to expand their investment offering and enhance value for money for their customers:

  • Custom separately managed accounts for specific segments or investment themes
  • Use of WTW proprietary funds where appropriate

Partnering with us goes beyond investment decisions. We work with wealth managers to tackle both investment and economic challenges, whether through advisory or discretionary solutions. By outsourcing asset management – fully or partially – wealth managers can offload complexity and redirect their focus toward business growth and client service. This is what we do best—and where we deliver real impact.

Case studies

Past performance does not predict future returns.

Footnotes

1. "Alternatives Investment Provider of the Year," Wealth & Asset Management Awards 2025. Return to article undo

Risk warnings

• This document is based on information available to Willis Towers Watson at the date of issue, and takes no account of subsequent developments
• Towers Watson Investment Management Limited has approved this document for issue to recipients categorised as Professional Clients only
• This material is intended for investors with long-term investment time horizons
• The value of all investments and the income from them can go down as well as up. This means you could get back less than you invested
• Changes in exchange rates may cause the value of investments to decrease or increase
• Past performance does not predict future returns
• Private markets refer to investments not traded on a public exchange or market
• Underlying private markets investments of the fund will normally be in unlisted companies and assets whose securities are not publicly traded and are therefore likely to be illiquid. They carry substantially higher risk than many investments in the equity of larger, listed companies, their public debt securities, or in listed real assets
• Investors should regard an investment in private markets as a long-term investment which carries higher risk than many other forms of investment
• There is usually less transparency in place around the management of private markets investments given the lower disclosure requirements. In general, there is limited information available on the investments and performance of the underlying portfolio companies and assets, other than annual or semi-annual financial statements, or sometimes, quarterly reports
• Such investments are more difficult to value given that they are not traded on a public exchange or market

Regulatory disclaimer

Towers Watson Limited (trading as Willis Towers Watson) (Head Office: Watson House, London Road, Reigate, Surrey, RH2 9PQ) is authorised and regulated in the United Kingdom by the Financial Conduct Authority (FCA Register Firm Reference Number 432886, refer to the FCA register for further details) and incorporated in England and Wales with Company Number 05379716.