Delivering strategic solutions in wealth

With WTW as your strategic partner, you can focus on growing your existing business and achieving your goals, while tapping into our vast global investment capabilities. Leverage our innovative and differentiated research expertise to drive better outcomes for your clients.

We know there are important differences between wealth investors (retail and/or wholesale) and institutions such as Superannuation Funds. Our team believes that more can be done to ensure an equal playing field.

WTW’s unparalleled scale, infrastructure, and experience, gives you access to investment strategy expertise and a network of the world’s best asset managers – all while improving implementation outcomes and reducing costs to your clients.

We can help wealth groups with:

1. 01

   Advisory Services

   • Investment strategy and asset allocation (strategic and dynamic asset allocation)
   • Objectives setting and investment policy development
   • Portfolio construction and global investment ideas generation
   • Global Manager Research network: asset class/capital markets research
   • Investment Committee advice and engagement
   • Sustainable investment and ESG modelling and research
   • Asset class, strategy reviews and health checks

2. 02

   Implementation/Outsourced Capabilities

   • Implemented consulting services combine our advisory services with portfolio management, operations and monitoring/reporting
   • Tailored investment portfolios, with access to an unconstrained, global universe of investment opportunities
   • Seamlessly implemented investment strategy to ensure your portfolio is effectively managed via our dedicated portfolio management and operations teams
   • Integrate impact investments and ESG considerations throughout the investment process

3. 03

   Investment Solutions and Funds

   Multi-Asset Funds

   • WTW’s diversified solutions, providing access to an institutional quality portfolio featuring our best ideas across equities, credit, real assets, and alternatives

   Global Equity Focus Fund

   • Increasing the likelihood of reliable, long-term alpha through a high active share, concentrated global equity portfolio approach

   Alternative Credit Fund

   • Complementing traditional fixed income by investing across the credit spectrum in a variety of strategies

   Private Markets

   • Accessing our best global ideas across the Private Markets spectrum, including real estate, infrastructure, private equity and private credit

   Hedge Advantage Fund

   • A dynamic multi-manager fund investing in a portfolio of actively managed and innovative hedge funds

Disclaimer

WTW has prepared this material for general information purposes only and it should not be considered a substitute for specific professional advice. In particular, its contents are not intended by WTW to be construed as the provision of investment, legal, accounting, tax or other professional advice or recommendations of any kind, or to form the basis of any decision to do or to refrain from doing anything. As such, this material should not be relied upon for investment or other financial decisions and no such decisions should be taken based on its contents without seeking specific advice.

This material is based on information available to WTW at the date of this material and takes no account of developments after that date. In preparing this material we have relied upon data supplied to us or our affiliates by third parties. Whilst reasonable care has been taken to gauge the reliability of this data, we provide no guarantee as to the accuracy or completeness of this data and WTW and its affiliates and their respective directors, officers and employees accept no responsibility and will not be liable for any errors, omissions or misrepresentations by any third party in respect of such data.

This material may not be reproduced or distributed to any other party, whether in whole or in part, without WTW’s prior written permission, except as may be required by law. In the absence of our express written agreement to the contrary, WTW and its affiliates and their respective directors, officers and employees accept no responsibility and will not be liable for any consequences howsoever arising from any use of or reliance on this material or any of its contents.

WTW may enter into transactions with, and use the services of, any of our related bodies corporate. Such arrangements will be based on arm’s length commercial terms.

Towers Watson Australia Pty Ltd ABN 45 002 415 349 AFSL 229921.