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Wealth and Investment Management | W1M

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Designed to meet the evolving complexities of wealth and investment management.

Learn about W1MWho we serveOne home for our clientsIndividuals & FamiliesWe have been helping individuals and families grow and preserve their wealth for decades and have expertise in working with clients in the UK, US, Europe and beyond.Find out moreFind out moreFinancial AdvisersWe partner with financial advisers to provide expert support and investment solutions. We provide resources, technology and reporting to minimise your administration and maximise positive outcomes for your clients.Find out moreFind out moreInstitutional InvestorsWe work with a broad range of institutional investors, across institutional asset allocators, insurers, charities and non-profits, with a range of investment solutions to suit your needs.Find out moreFind out moreOur 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.

Find out more£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350Employees£24.5bnAssets under management5Global officesc.350EmployeesFund CentreDiscover a wealth of knowledge

Explore our range of funds, investing across asset classes and regions and designed to meet a variety of needs.

Visit the Fund CentreInsightsThe latest from our expertsArticleCash flow planning for multi-jurisdictional familiesArticleReal Assets, Power and AIArticleThe importance of financial planning before a business exit ArticleConsumer Duty and the need for genuine diversification on your MPS panelArticleCarry & convexity: Opportunities in Emerging Market ratesArticleThe smart philanthropist: Why gifting assets beats gifting cashArticleFamily financial transparency can reduce inheritance conflict riskArticleMPS Allocators Roundtable with Citywire: six key themes shaping portfolio construction in 2026PodcastBenjamin Hall: Exploring the opportunity in ChinaArticleThe W1M Investment Barometer – February 2026ArticleMapping the horizon: How can I be financially secure in retirement?ArticleTiming of charitable donations: cash vs. sharesView all insightsReady to take the next step in your career?

We’re always looking to build a talented, diverse team and want to hear from you if you share our values and ambition.

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© 2026 W1M Wealth Management Limited. All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without prior written permission from W1M Wealth Management Limited.

Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. Capital security is not guaranteed. This material is provided for informational purposes only and does not constitute investment, tax, legal or financial advice; or a recommendation and should not be relied upon as such. It should not be considered an offer to buy or sell any financial instrument or security. Any investment should be made based on a full understanding of the relevant documentation, including a private placement memorandum or offering documents where applicable.

W1M and our affiliates do not provide legal or tax advice. Investors should consult their financial and tax advisors to assess the tax implications of any investment. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The views expressed reflect current market conditions and are subject to change without notice. Any references to taxation are based on current understanding and may change.

W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776. and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604. W1M Investment Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 116404. Registered in England and Wales, Company Number No 2042285. W1M Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. W1M Wealth Planning LLP is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 529061 and is registered in Scotland, Company Number SO302894. W1M Europe A.V., S.A. is registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

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