We are dedicated to creating positive outcomes for our clients.
Service
Clients come first in everything we do. Our size and approach allow us to offer a truly personal service, and a close collaboration with both clients and their advisers. This is independently verified via external market recognition.
Experience
Our team is led by seasoned investment professionals and includes a diverse group of experts with a deep understanding of the factors influencing investment portfolios. We offer a wide range of solutions backed by specialists in key asset classes, ensuring seamless navigation through the complexities of wealth structuring and tax compliance.
Investment philosophy
Global, Active, Direct. Our investment process has stood the test of time through different market conditions and business cycles. We demonstrate strong risk-adjusted returns across all asset classes and risk profiles.
International
We have extensive experience in dealing with international clients with complex financial landscapes, including US connected clients, ensuring the most relevant and effective guidance. We are registered with the FCA, SEC and CNMV.
Value
Our focus on constructing portfolios, which are predominantly directly invested rather than through third-party funds, enables us to be fully transparent on costs and ensures the total cost of investing is competitive.
Service
Experience
Investment philosophy
International
Value
We are dedicated to creating positive outcomes for our clients.
Clients come first in everything we do. Our size and approach allow us to offer a truly personal service, and a close collaboration with both clients and their advisers. This is independently verified via external market recognition.
Our team is led by seasoned investment professionals and includes a diverse group of experts with a deep understanding of the factors influencing investment portfolios. We offer a wide range of solutions backed by specialists in key asset classes, ensuring seamless navigation through the complexities of wealth structuring and tax compliance.
Global, Active, Direct. Our investment process has stood the test of time through different market conditions and business cycles. We demonstrate strong risk-adjusted returns across all asset classes and risk profiles.
We have extensive experience in dealing with international clients with complex financial landscapes, including US connected clients, ensuring the most relevant and effective guidance. We are registered with the FCA, SEC and CNMV.
Our focus on constructing portfolios, which are predominantly directly invested rather than through third-party funds, enables us to be fully transparent on costs and ensures the total cost of investing is competitive.
Our investment approach
The W1M investment team takes a global, active and direct approach to investing across equities, fixed income and alternative asset classes. We believe in active management and that the best risk management technique is knowing and understanding what you own.
