Advisory
IWG and their investment professionals offer customised investment solutions for insititutions, family offices, foundations and other wealthy individuals. We can provide a wealth diagnosis or portfolio review for different goals and objectives, if this includes asset liability mapping or advising on concentrated holdings.
What We Offer
Strategy & Structure
We work with you to develop a strategy for your portfolio, creating a framework for long a term horizon.
Assets & Liability
Gain insights into Asset Liability management from Duration or cash management to surplus optimisation models.
Provider Universe
Ensure appropriate advisors are used to meet our clients needs.
Portfolio Analysis/ Wealth diagnosis
Initially reviewing and then optimising our clients overall portfolio or estate to match each clients specific needs and objectives.
Cash flow planning
A forensic analysis and plan for clients expected expenditure, creating a framework for liquid and illiquid investments.
Fee savings
Seeking to identify efficient cost saving strategies across manager and providers, including levering manager due diligence on co-investment opportunities.