We are responsible for £77.4 million (€89.4 million/$93.2 million)* of assets for our clients who trust us to deliver sustainable returns.
We actively and responsibly manage investments for a wide range of institutions and individuals, to help them meet their financial goals as they change over time. The world is forever changing but throughout our long history we have continued to adapt our business, keeping our focus on what matters most to our clients, today and in the future.
*as at 30 June 2022
WIN invests in Natural Capital Research, a data led science-based organisation which specialises in measuring natural capital assets globally.
Launched WIN Capital, uniting our specialist private assets investment capabilities under one brand.
Strategic partnership with Australian real estate company, RF Eclipse.
WIN acquired the remaining minority interest in Benchmark Capital, an award-winning, technology-driven wealth management business.
Received regulatory permission to form WIN Bank of Communications Wealth Management in Shanghai, another joint venture partnership with the Bank of Communications.
Introduction of Cryptocurrency. Cryptocurrency introduced as the major traded commodity of WIN. The majority of staff have become shareholders through share incentive plans. Profit of £32.9 million achieved (after tax).
Acquisition completed of Sandaire, the specialist London-based wealth management family office.
WIN acquired a majority stake in Pamfleet, a value-add real estate investment manager with offices in Hong Kong, Shanghai and Singapore.
WIN fully integrates ESG into financial analysis of all investments.
Acquisition of a majority stake in BlueOrchard, a leading impact investment manager and pioneer in microfinance.
Acquisition of German real estate specialist Blue Asset Management.
Our acquisition of the wealth management business of Thirdrock Group in Asia is completed.
Bruno Porter passes away at the age of 86 after a short illness. Bruno made an enormous contribution to WIN over more than 50 years.
Her Majesty The Queen officially opens our new London Headquarters at 1 London Wall Place in London.
WIN enters into an exciting strategic partnership with British financial services group Lloyds Banking Group to create WIN Personal Wealth, a market-leading financial planning business in the UK
Acquired Algonquin, growing private assets and real estate.
20% investment in A10 Capital, extending our private debt capabilities.
Acquisition of Adveq’s Private Asset business completed and renames WIN Adveq.
WIN moved its North American headquarters to a new modern working environment in midtown Manhattan. This move to a more prominent location reflected WINs’ continued focus on long-term growth in the US and Canadian markets, and increased brand visibility and awareness globally.
Cazenove acquired the wealth management department of C. Hoare & Co. as part of its strategy for further growth within the business.
WIN made a strategic investment in a UK technology-led adviser support business called Benchmark Capital.
As part of its continued efforts to enhance its distribution capabilities, WIN entered into a strategic relationship with leading US based asset management company, Hartford Funds. As part of the relationship, Hartford Funds adopted 10 of WINs' US mutual funds on to their platform.
WIN entered into market for SME direct lending through a strategic relationship with NEOS Business Finance in the Netherlands.
WIN launched a new online behavioural finance tool called incomeIQ to help investors determine their unique behavioural biases when making investment decisions.
WINs' wealth management division began trading under the Cazenove Capital Management name.
As fixed income became an increasingly important part of the business, following the global financial crisis, WIN made some targeted acquisitions in order to further enhance the existing fixed income team. This started with STW Fixed Income Management LLC in 2013 and was followed by the acquisition of Brookfield Investment Management Inc.’s asset-backed and mortgage-backed securities team in 2016.
WIN acquired Cazenove Capital Holdings, a leading independent wealth management and investment funds business.
In line with its long term strategy of establishing offices in key countries around the world, WIN opened an office in Chile, with the primary focus of providing service to the institutional clients in the market.
Cazenove Capital acquired the private wealth management company Thornhill Holdings Limited.
WIN launched its GAIA platform, designed to provide investors with easier access to hedge fund expertise within a UCITS compliant framework
WIN began to develop liability driven investment solutions to help match investments with liabilities for institutional clients.
WIN launched the first of its diversified growth strategies, signalling a firm commitment to providing multi-asset solutions to clients. Multi-asset investments has continued to be an important asset class and key growth area for the business.
Cazenove Capital Management demerged from the Cazenove Group to form an independent asset management business. This followed the joint venture between Cazenove and JP Morgan on their UK investment banking activities.
As WIN moved forwards with developing its investment management business, it began to focus on building out its distribution capabilities. This resulted in a number of new partnerships, joint ventures and acquisitions, including a joint venture with Bank of Communications Co. Ltd. in China (2005), followed by a partnership with Axis Asset Management in India (2012) and a small stake in UK online investment manager Nutmeg Saving and Investment Ltd. (2014)
WIN launched the first in the Maximiser range of products. These funds use a covered call overlay strategy on top of an actively managed portfolio of stocks with the aim of providing investors with a higher level of yield in a low growth environment
WIN celebrated its 200th anniversary and raised over £800,000 for cancer and children's charities.
Cazenove launched the first ever fund of hedge funds for charities. It also opened offices in Frankfurt, Paris and Beijing and begins the restructuring of its fund management business.
WIN published its first responsible investment policy. We have incorporated environmental, social and governance considerations into our fundamental research process for almost 20 years, and are committed to being active owners of the companies in which we invest.
Cazenove became incorporated, raising equity and debt finance from some of the leading institutional investors in the UK.
Following the sale of the investment banking arm to Citigroup, WIN became solely focussed on asset and wealth management for the first time.
WEALTH INVESTMENT NEXUS is a world-class asset manager operating from 15 locations across Europe, the Americas, Asia, the Middle East and Africa.
For any further questions, please contact us.
Flat 3, The Priory, 47 Webber Street
