Independent Fund Selection for Allocators Who Value Clarity and Conviction
Financial consultancy specialized in Investment Management serving clients in the UK, Europe, and Globally.
At Wemyss Advisors, we support investors who seek to make informed, confident decisions about capital allocation — without the internal cost or complexity of building a fund selection team.
We serve mid-sized institutional investors and family offices who require access to best-in-class fund managers, rigorous due diligence, and objective oversight. Our mission is to provide an institutional-quality fund selection and monitoring framework that is independent, experienced, and aligned with each client’s objectives.
Whether you’re looking to launch a new investment program, refine your existing fund lineup, or enhance your monitoring capabilities, we provide a tailored, high-conviction approach that draws on 35+ years of hands-on experience in global asset management.
Our services
We offer a full suite of services designed to deliver clear, efficient, and defendable fund manager selection and oversight. Our work is modular — clients can engage us for a one-off fund search, a full portfolio build-out, or ongoing monitoring of selected managers.
We conduct end-to-end manager searches across public and private markets, leveraging a structured and repeatable process to identify and assess managers best aligned with your needs. Each search is tailored to client-specific constraints — geographic, strategic, operational, and ESG.
We provide detailed, structured due diligence reports that assess the quality of the manager, investment team, strategy, governance, risk management, operations, and alignment. Our IDD integrates both qualitative and quantitative perspectives and includes forward-looking assessments of sustainability and resilience.
We establish regular monitoring frameworks for selected managers, including performance reviews, risk diagnostics, organizational updates, fee analysis, and alignment checks. Our monitoring outputs are designed to support internal governance, trustee reporting, and portfolio oversight.
We provide briefing materials, summary reports, comparative analytics, and participate in Investment Committee discussions as an independent advisor. Our role is to empower your decision-making process with clarity and conviction.
We support clients with project-based mandates including legacy portfolio reviews, ESG integration, first-time private market allocations, and platform strategy re-evaluation.
Our services
We offer a full suite of services designed to deliver clear, efficient, and defendable fund manager selection and oversight. Our work is modular — clients can engage us for a one-off fund search, a full portfolio build-out, or ongoing monitoring of selected managers.
All services are offered on a fee-only, independent basis. We take no retrocessions or commissions.
Supporting investors with high ambitions and lean teams
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