Family offices

A global clientele of family offices entrusts us with their assets across a wide range of innovative investment solutions. Our Family office team’s long-term, consultative approach is focused on the needs and total-return-oriented goals of our single-family office, multi-family office and family foundation clients.

Take advantage of the breadth and depth of capabilities Wellington has to offer

As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with our clients’ needs and goals. For this reason, our primary focus is on generating alpha and downside risk mitigation, because we know net returns are what matters.

Our global institutional experience, boutique approach, and collaborative proprietary research platform combine curiosity and investment intelligence, allowing us to seek out opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that endeavours to exceed their investment and service expectations and aims to grow their wealth and help preserve their legacy.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

CONTACT THE TEAM

Victoria Rowland-Rouse
Victoria Rowland-Rouse
Account Manager