We are dedicated to providing quality and personalized investment products and services to help investors succeed. We wish to establish a successful partnership with our customers, our independent financial representatives, and our staff members that respect and keep the interests of each party. Success will be measured by our customers choosing us because of their belief in our ability to meet or exceed their expectations of performance, service, and expertise.
Many people are hearing more about using a revocable living trust in place of a will. While it is true that a properly managed revocable living trust provides unique benefits, it does not completely replace a will. In determining whether this type of trust is right for you, it helps to understand the major purpose, benefits, and tradeoffs of this estate planning tool.
Wellington and York Partners' offers tailor-made inflation-related structured products through its in-house structuring desk. They can include leverage.
The key driver of popularity for offshore investment is that many expatriates want to avoid the situation where they have 'bits and bobs' of investments scattered.
The Active and Aggressive Multi-manager portfolio offers exposure to concentrated stock-picking strategies from multiple managers that can invest in both long and short positions.
Investing has been our core business for more than 25 years. Wellington and York Partners' has grown through many, varied cycles to become a prominent specialized asset manager.