Customized portfolios, built on conviction.
We design tailored portfolios and select funds for institutional and high-net-worth clients — separately managed accounts, multi-manager mandates and co-investment, drawing on the same diligence that powers our direct investing.
Built around the client
We start from each client's objectives, liquidity and risk appetite, then construct a portfolio to match — not an off-the-shelf product, but a mandate designed for them.
Aligned by conviction
The strategies we select are those we have diligenced and, in many cases, invested in with our own capital. We share access, we do not push product.
Built on the firm's edge
Clients benefit from the same industrialist network and applied-intelligence capabilities that power Welkin's direct investing across private and public markets.
The senior team leading our customized portfolios for institutional and private clients.
Justino Liang
Partner, Investment Solutions
Leads the firm's customized portfolio mandates and relationships with institutional and private clients.
How we build for clients, and the categories of strategies we select across the platform:
Separately managed accounts
Bespoke discretionary mandates across private and public markets, constructed and monitored to each client's objectives.
Multi-manager portfolios
Curated fund-of-funds and manager selection, diversified across strategy, vintage and geography.
Co-investment access
Direct and co-investment opportunities alongside Welkin's own commitments in buyout, venture and real assets.
Advisory & reporting
Consolidated portfolio oversight, manager diligence and institutional-grade reporting across the relationship.
Specific funds, managers and mandates are disclosed to qualified clients under applicable regulations.
Let's build something that endures.
Whether you are raising capital, allocating it, or deciding where to spend the next chapter of your career — we'd like to talk.
Contact us