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.
Investment strategies
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UK Equity Income Strategy
Learn more about the UK Equity Income Strategy -
European Quality Growth Strategy
Learn more about the European Quality Growth Strategy -
Short-Dated Sterling Credit Strategy
Learn more about the Short-Dated Sterling Credit Strategy -
Global Multi-Asset Income Strategy
Learn more about the Global Multi-Asset Income Strategy
People
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Eleanor Whitcombe
Chief Investment Officer
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Daniel Okafor
Head of Equities
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Sophie Lindqvist
CFA, Portfolio Manager, Fixed Income
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James Hartley
Chief Executive
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Hannah Mercer
Chief Operating Officer
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Tomás Herrera
CFA, Portfolio Manager, Multi-Asset
Contact
Wealth Asset Management LLP
14 King Street
St James's
London SW1Y 6QU