W1M

Website:  https://www.w1m.com/

Introduction

W1M is a leading wealth and investment management firm with offices in London, Edinburgh, Glasgow, Barcelona, and Barbados. The firm offers a full spectrum of wealth and investment management services for high-net-worth and ultra-high-net-worth Individuals and Families, Charities, Independent Financial Advisers, and Institutions.  Our principal objective is to generate superior real returns for our clients through segregated portfolios or specialist funds, using a global, active, direct and flexible investment approach. Your requirements will come first in everything that we do. We regard this as critical, therefore all client relationships sit with the portfolio managers who report directly to you. 

Models

The W1M model portfolios are available exclusively to clients of financial planners to provide a cost-effective and efficient means of investment:

Rebalance schedule

The W1M Asset Allocation Committee meet every six weeks and a rebalance at asset allocation level may follow that meeting if a change in asset allocation is recommended by the Committee. The portfolio manager may also decide to rebalance the asset allocation on an ad hoc basis to bring the asset class weightings to the W1M recommended levels.  This will be on an occasional basis and may follow, for example, a period of strong equity markets which have driven our equity weightings significantly above the level recommended by the W1M Asset allocation Committee. In terms of the underlying holdings, these are held within the four OEIC structure and are constantly reviewed and, where necessary, sold or rebalanced according to the W1M outlook and our judgement of the prospects for the underlying holding.

Charges

 The W1M annual management charge (AMC) is 0.4% per annum. This is not subject to VAT.

Contact details

For further information please visit our website or contact Julian Polnik on julian.polnik@w1m.com

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