Wilkinson Global Asset Management

Overview

Wilkinson Global Asset Management is an independent investment advisory and asset management firm based in New York City. Founded in 1972, the firm specializes in managing long-term investment portfolios for individuals, families, foundations, endowments, and trusts. Their investment philosophy is global, core, quality-oriented, and concentrated, focusing on aligning capital with fundamental opportunities and making decisions informed by the long term. The firm employs a clearly defined investment philosophy and a disciplined research and portfolio construction process. They build portfolios that adhere reliably to investment strategy objectives and are execution-oriented, holding themselves accountable. Wilkinson Global Asset Management provides comprehensive and personalized client service, with a client-first culture and a strong team characterized by depth of experience, diversity of perspective, and low employee turnover. They have a flat organizational structure that facilitates efficient decision-making and speeds responsiveness. The firm is 100% internally owned by senior management and invests alongside its clients in its own strategies. Their investment strategies include both investment advisory services and asset management strategies, with a 50-year track record of building long-term wealth for clients. They have deep expertise in both investment advisory services and asset management strategies, with an investment team that has over 100 years of cumulative experience working across asset classes and through investment cycles. Wilkinson Global Asset Management employs a clearly defined investment philosophy and a disciplined research and portfolio construction process. They build portfolios that adhere reliably to investment strategy objectives and are execution-oriented, holding themselves accountable. They provide comprehensive and personalized client service, with a client-first culture and a strong team characterized by depth of experience, diversity of perspective, and low employee turnover. They have a flat organizational structure that facilitates efficient decision-making and speeds responsiveness. The firm is 100% internally owned by senior management and invests alongside its clients in its own strategies.

Investment Focus

Accredited investors only
Long-term investment horizon
Alignment with firm's investment philosophy

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Frequently asked questions about Wilkinson Global Asset Management

What sectors does Wilkinson Global Asset Management invest in?

Wilkinson Global Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Wilkinson Global Asset Management is listed as a private investment firm in the ConnectSafely investor database.