Wealth is an independent investment manager based in London.

We manage focused equity, credit and multi-asset portfolios for institutional and professional investors.

About Wealth

A partner-owned firm in St James's

Wealth Asset Management is an independent, partner-owned investment manager based in St James's, London. We run a small number of focused strategies for pension schemes, insurers, charities, family offices and the wealth managers who advise private clients. We are known for disciplined, research-led investing, for the plainness of our reporting, and for keeping the people who manage your capital in the room when you ask about it.

The firm was founded on a simple view: investors are poorly served by an industry that gathers assets faster than it generates returns. We would rather be the right size than the biggest, and we close strategies when capacity, not demand, says so.

One process, four strategies

Research is at the heart of every decision we make. Our four strategies share one process: patient, fundamental analysis of businesses and borrowers, a deliberate concentration in our best ideas, and a long view on income and the compounding of capital.

We believe the shift towards passive and index-driven capital leaves durable mispricings in UK and European equities and in short-dated sterling credit. Each strategy is available as a segregated mandate or through a pooled vehicle for eligible investors, with full transparency of holdings, costs and voting.

People

Contact

Wealth Asset Management LLP 14 King Street
St James's
London SW1Y 6QU