We offer discretionary portfolio services, both bespoke and model, either directly or through a Financial Adviser.

At Wintons, we pride ourselves on our commitment to client service. Our expertise includes working with complex cases and we have experienced teams who can deal with your requests, however niche, whether you are looking just for investment management or a full wealth planning relationship.

We build the relationship with you based on your preferences. The frequency and format of meetings are tailored to suit you – you have direct access to your investment manager and also have the option of accessing your portfolio via our dedicated online portal.

Our client service

Our investment approach at a glance

Global

We have a global perspective which provides clients with the widest possible universe of investment opportunities to grow their capital in real terms over time.

Active

We strongly believe in active management, both in terms of asset allocation and security selection. We aim to protect capital in periods of volatility and capture the upside as markets rebound.

Direct

Our commitment to direct investment provides greater control over portfolio construction, in turn providing clients with greater transparency around what they own. We get closer to the companies we invest in.

Responsible

We fully recognise our responsibility to help drive positive environmental and social change. We incorporate ESG factors into the detailed fundamental analysis undertaken by our investment team.

Centralised

The investment team follows a centralised institutional-grade process. The collective skill and experience of our in-house team, which covers all asset classes, differentiates us from our peers.

Performance

We target inflation-beating returns across all portfolios with clients able to choose a risk mandate that best suits their goals and circumstances.

International Clients

Wintons has extensive experience in managing portfolios for international clients and for those who are resident in Switzerland but who are foreign citizens.

We have a specialist Swiss Resident Non-Domiciled resource which manages a wide range of portfolios for these clients and has relationships with a number of overseas custodial platforms, and professional trust companies.