Founded in 2002, Wealth & Asset Management Limited is an international financial services company, providing a complete range of private investment services and products to both individual and institutional investors. We have a global presence with headquarters in Grand Cayman. WAM Limited has a long history of success, delivering key investment solutions for its clients, and now manages over $4.6 billion in assets (as at 31st December, 2022).

With WAM Limited owned by customers, not shareholders, we can take a different approach to other companies, with a distinct focus on the long term, an approach which has underpinned WAM Limited success. We don’t follow investment fashions – we believe in the power of active management and give our investment teams the freedom and flexibility to take non-consensus positions. As a business, we pride ourselves in offering a high-service alternative to the world’s largest private banks and brokerage. With a wealth of services at your fingertips, WAM Limited is your premiere destination for independent advice from a tax neutral global platform.

Owned by clients, managed for clients. We’re a different kind of asset manager.

OUR VALUES

Active Patience

Good outcomes take time. While patience may suggest stasis, such rigorous discipline in fact requires constant, dynamic engagement. We are diligently and continually assessing changing conditions, identifying undervalued opportunities, making connections to glean new insights and setting more ambitious goals. Relationships that have been cultivated over decades enable us to benefit from a myriad of perspectives.

Independent Thinking

Different is our advantage. In a world where fitting in feels better than standing out, generic viewpoints and hollow information reign supreme. We seek to develop our own, unique insights and are comfortable being uncomfortable—which is key to realizing long-term value. Our contrarian views result from meticulous, fundamental, bottom-up research. Analyzing and questioning every position means that when we choose, we do so with knowledge and conviction.

Focused Expertise

We go deep. Jacks of all trades need not apply. As someone once said, “An expert is someone who knows more and more about less and less.” Decades of accumulated knowledge in our core competencies mean we can draw upon a treasure trove of experience when considering every decision. While our approach is time-tested, our learning is never done.

Bold Teamwork

Confident humility holds us together. No one person is sufficient to our clients’ success. We can only win as a team, and we know diverse teams drive better outcomes. As we seek to leverage our collective intelligence, we encourage our colleagues to be courageous when engaging with each other. Silence can be dangerous, and acquiescence can breed mediocrity. Candor builds trust and respectful dissent serves our greater good.

CEO Message

Chief Executive Officer, Peter Huston

“Trust is an essential element in our industry. Asset management companies play an essential role in creating the financial futures that people want – particularly in areas such as pensions. We recognise that trust has to be earned and maintained.

We do this in several ways. Of course, we look to provide excellent investment returns. We believe that generating performance relies on a number of factors – effective teams, with the right tools and resources, using judgement in a disciplined and transparent way. But we see performance as just one element that we need to look after. 

We work in partnership with our clients to create and manage investments that help achieve financial goals. Those goals are now more challenging than ever. As well as navigating the complexities of modern investment markets and changing regulation, our clients expect us to not just produce the right results, but to do this in the right way.

One way you can see this is through our heritage and track record in responsible investing. WAM Limited has long been seen as a leader in this area, and we are committed to making sure that our culture and approach to responsible investing keep us at the head of the pack – partly because it is the right thing to do, but because we believe that this will ultimately give our clients better returns.”