What We Do
WAM takes responsibility for devising, implementing and monitoring an appropriate investment strategy for our clients. As our individual clients’ needs evolve, and investment markets change, this service requires constant vigilance. In order to fulfil our responsibility, WAM follows the following process:
Strategy
- We listen with great care to our clients
- We draw up an investment strategy for each client
- We agree the investment strategy with the client
- We implement the investment strategy
- We continuously reappraise the investment strategy
- We seek the most appropriate investments across global markets
- We monitor their performance
Administration
- We provide a single point of contact for the client
- We instruct all trades and cash transfers and ensure that they are carried out efficiently
- We provide bespoke reports for each client
- We liaise with our clients’ other professional advisors such as banks, accountants, tax advisors and lawyers
Profile of WAM Clients
- Younger entrepreneurs who have set up private companies and who have either sold them or taken dividends
- Senior businessmen and women including erstwhile or current CEOs or Chairmen of FTSE100 companies
- Large complex families with endowment trusts, London and country estates, and other trust settlements
- Charitable foundations
WAM offers this specialist investment management service to clients on a discretionary basis.