Fractional CIO Services
Senior investment leadership on a fractional basis — investment policy, governance, portfolio oversight and committee support, scaled to your organisation.
Wholesale & institutional investors
Investment Consulting
Institutional-grade investment capability without the institutional overhead. We support family offices, advisers, trustees and investment teams with strategy, research and modern analytics — engaged on the terms that suit you.
Wholesale and institutional investors only.
Consulting services
Asset Allocation
Strategic and dynamic asset allocation frameworks that link portfolios to objectives, risk tolerance and market conditions.
Bespoke Research
Commissioned research on markets, sectors, managers and strategies — independent, evidence-based and built around the question you actually need answered.
Intelligent Insights from Data Analytics
Turning portfolio, market and alternative data into clear, decision-ready insight — dashboards, attribution and risk analytics that surface what matters.
AI Solutions for Investment Management
Practical applications of AI across the investment process — from research automation and signal generation to reporting and workflow tooling.
Intergenerational Wealth Transfer Coaching
Preparing families for the transfer of wealth between generations — governance, financial literacy and shared values, so the next generation is ready to steward what they inherit.
Let's talk about your portfolio
Start a conversation about how WealthKraft can support your investment program.