W1m Investment Management Limited

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

W1M Investment Management provides discretionary investment management services to private individuals, companies, charities, trusts, and collective investment schemes (funds). Client portfolios are managed based on a mandate selected by the client, aligning with their needs, characteristics, and objectives. W1MIM constructs portfolios using equities, bonds, cash, and alternatives like funds, hedge funds, property, and commodities. They also manage collective investment schemes (funds) that may be used in client portfolios, adhering to conflict of interest policies and regulatory requirements.

Assets Under Management$17B
Clients4,078
AdvisorsN/A
Avg. per Client$4.2M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiated individually with clients.

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$500K
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W1m Investment Management Limited | TrueAdvisor