For more than 40 years, WTW has been a leading institutional investment solutions provider driving innovation to create breakthroughs that matter for our clients. Our Global Head of Investments, Diya Luke, describes why WTW is an ideal partner for investment firms seeking greater scale, robust resources and institutional level solutions for their clients.
High-net-worth clients demand sophisticated, adaptable investment solutions, and we can help your firm meet those expectations with confidence. WTW Investments Wealth Solutions provides RIAs, family offices, and other wealth firms with institutional-quality advisory services designed to help your clients achieve their financial goals. From leading, turnkey alternative funds to fully outsourced, end-to-end solutions, WTW Investments Wealth Solutions equips your firm to deliver differentiated solutions, strengthen client relationships, and grow your business.
Navigate a changing wealth landscape
Access to private markets and institutional managers is transforming wealth management, offering your clients a wider array of investment options than ever before. With more than 9,800 managers and 38,000 investment products globally, identifying strategies that truly fit your clients’ goals requires specialized expertise, deep research, and rigorous analysis.[1]
While generic fund solutions may serve the mass affluent, to compete for high net worth (HNW) and ultra high net worth (UHNW) investors in this market, we believe your firm must:
- Deliver unique investment ideas
- Provide access to rigorously researched specialty managers
- Identify overlooked or hidden opportunities that can enhance client portfolios
Meet our team
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Institutional wealth advisory
Institutional wealth advisory from WTW Investments Wealth Solutions describes a proven suite of sophisticated services and processes developed to help solve the complex needs of institutional investors and now made available for the wealth market that can enable your firm to:
- Modernize and scale investment, research and operations to increase efficiency, potentially reduce cost and improve client outcomes
- Free your team to focus on what matters most: growing client relationships and addressing their unique financial needs
- Deliver investment management differentiation in an increasingly competitive space
- Top tier investment research
- Investment manager due diligence
- Operational due diligence
- Curated shortlist of top ideas
- Access to hidden gems
- Custom research projects
- Lease access to a research pipeline
- Capital markets data
- Asset class assumptions
- 25+ years of continuously evolving quantitative tools within research.
- Embedded Al to improve analytics and aid innovation.
- Proprietary systems with some of the best of breed tech tools to enhance solutions delivery.
- Holistic support for constructing multi-asset portfolios
- Tech tools for portfolio design and construction
- Allocation services for alternatives and private markets
- Safeguarding portfolios
- Risk management
- Cash flow planning
- Liquidity analysis
- Private markets modeling
- Transparent analytics and reporting
- Leading funds
- White labels and custom investment exposures
- Multi-asset solutions
- Turnkey alternative fund solutions
- Private equity
- Private credit
- Real assets
- Hedge funds/liquid diversifiers
WTW Investments difference
With more than 40 years of experience advising some of the world's largest asset owners, WTW helps clients achieve stronger outcomes through top-tier manager research, asset allocation, dynamic portfolio management and operational excellence.
Our focus is on uncovering opportunities others may overlook by identifying differentiated managers, capitalizing on market themes more efficiently, or creating new investment approaches. Drawing on our rigorous research and culture of discovery, we aim to deliver investment breakthroughs that matter most for your portfolio and long-term goals.
Explore our Innovation timeline to see how our forward-looking ideas and solutions have evolved over time—and continue to set new standards for the industry.
Today, our team manages $145B in delegated global assets as well as another $42B in direct access fund AUM[2] with a strong track record delivering strong outcomes for investors[3]:
- Insightful perspectives: Informed by direct engagement with the world’s largest asset owners and leading asset managers to collaboratively co-design 300+ new products for WTW clients.
- Collaborative partner: History of optimizing strategic relationships across entire investment ecosystem to drive shared success.
- Skilled investor: Demonstrated track record finding hidden gems to achieve strong investor outcomes.
- Disciplined approach: Proprietary tools, research and deep capital markets experience help drive better investment decisions - targeting stronger return potential and more stable results.
Why WTW
$3.5T Global AUA[4]
89% of Fortune 1000 companies are served by WTW[5]
$62B in private market assets[6] under supervision globally
17 global fund solutions[7] created to provide unique market access
15K+ investment products researched globally [8]