Institutional Wealth Advisory

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 9,500 managers and 37,000 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

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

Research

• 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

Asset allocation and portfolio solutions

• 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

Fund solutions

• 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.

Innovation timeline

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From left to right: earliest milestone (year) with icon/label, then subsequent milestones (years) with icons/labels, culminating in current or future state. Timeline visually connects innovations (e.g. technology, product, research, platform launches) in sequential order across time, with each point annotated with a short title and date.

Innovation timeline

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Today, our team manages $168B in delegated global assets as well as another $36B 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.

Footnotes

1. WTW Research Products as of March 31, 2025. Return to article undo
2. WTW data as of December 31, 2024. Return to article undo
3. Past performance is not a reliable indicator of future returns. Return to article undo
4. WTW global AUA data as of December 31, 2023. Return to article undo
5. WTW, as of June 30, 2025. Return to article undo
6. WTW, as of June 30, 2024. Return to article undo
7. WTW, as of June 30, 2025. Not all fund solutions are available to U.S. investors. Return to article undo
8. WTW, as of March 31, 2025. Return to article undo