Wellian Investment Solutions

Website: www.wellian-is.com

Introduction

Wellian Investment Solutions is an award winning multi-manager investment management business. As a multi-manager business it specialises in identifying the very finest investment talent from around the world and then blending and combining these managers together to create robust, diversified portfolios. Wellian Investment Solutions have developed their own bespoke manager selection and asset allocation processes and also undertake extensive due diligence on all of the managers before including them in the model portfolios.

Models

• Conservative
• Income
• Balanced
• Growth
• High Income
• Conservative Passive
• Income Passive
• Balanced Passive
• Growth Passive

Rebalance schedule

When changes are made, at a minimum every 6 months.

Charges

Active: 0.35% + VAT
Passive: 0.25% + VAT

Contact details

sales@wellian-is.com

01892 550600

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