Operational and investment solutions
Through sub-advisory engagements, WST becomes part of the wealth management toolkit for advisors who are either looking to enhance efficiency, or who simply choose to focus their efforts on financial planning and client service. Our offering exists to advance your value proposition as an advisor.
Our partners have access to WST’s research, investment personnel and the investment models we use to manage the portfolios of our own High Net Worth and institutional clients.
In most situations, Advisors will lean on our investment capabilities and leverage our trading, reporting and client service resources. We are a second pair of eyes on the client’s investment situation and a second set of hands in execution.
Alignment of purpose
Developing and preserving a client’s trust is the highest achievement and most important objective for any Advisor – the heavy lifting. WST’s services exist to free up Advisors to add value through planning and relationship management. The Advisor delegates, and WST executes at their direction.
Outside of investment and operational support, WST looks to serve as a consultative resource and sounding board for Advisors looking to grow and refine their practices.
Asset class research
Flexible platform, with access to:
All major core & satellite asset classes
Closed funds, institutional share classes
Credentialed investment team with:
Over 200 years’ combined investment experience
Advanced degrees and designations including
Chartered Financial Analyst, Certified Financial
Planner, Certified Public Accountant
Solutions tailored to each client’s:
Independent, privately owned company
Stable, long-term investors
High level of transparency
Fully disclosed fee