WHIM is a Singapore-based fund manager incorporated in 2009, with roots reaching back to 1910.
Woodside evolved out of a family investment holding company established in Singapore in 1959.
After 50 years as a private holding company, we opened to external investment from institutions and high net worth individuals in 2009.
Clients invested in our longest running fund, The Asian Wealth Fund, a global multi-asset fund targeting through-the-cycle risk-adjusted returns and the minimisation of unnecessary expenses. Our new funds are more focussed on the individual asset classes of our allocation model: gold, equities, fixed income, private ventures…
Our Asset Protection, Asset Management and Asset Administration services offer clients the core components of wealth management, transparently and efficiently. Their goal is to empower clients with the tools and infrastructure to confidently control their own financial destiny in a supported environment.
Our experienced team of extraordinary investment professionals have deep expertise across asset classes. We are driven to achieve outstanding investment returns within a structure suited to our clients.
25+ years experience of cross asset investment and corporate finance. Former-CIO of WHIM, Founder of Global Precious Metals and Responsible Officer for PT Citigroup Securities Indonesia.
Prior to becoming Director of WHIM David established Citi's Institutional Securities business in Indonesia. Over a 15 year career David performed award winning work in equity research and investment banking at CLSA, NM Rothschild, GKGoh, and UBS.
20+ years experience investing across asset classes, including listed equities, sub-IG credit, venture capital. Investment Committee member for Woodside.
Prior to Woodside, Alex performed various roles in investment research, corporate finance, venture capital and leveraged finance. He has entrepreneurial experience from being a founder but also as an early-stage investor. Previous employers include GE Commercial Finance, Daiwa Institute of Research (part of SMBC), PwC Corporate Finance. He has an MBA from Cranfield School of Management and a degree in Chinese from Leeds University.
More than 25 years experience at leading institutions in Asia, investing large portfolios in broad asset classes including complex instruments.
Founder of Blackpeak a corporate intelligence provider. Currently advisor to Vulpes Investment Management and previously Portfolio manager at Artradis Fund Management. Previously Chief Investment Officer of Prudential Vietnam. Head of Investments at SunLife Financial in the Philippines. Ian has a degree in Economics, is a CFA (expired) and IIMR Associate.
Dr John Llewellyn
Chairman - Asset Allocation Round Table
John's wealth of economic and markets insight is a great asset. He is an internationally-respected policy adviser, writer, and academic in his field. As Chairman, he coaxes valuable contributions from the assembled luminaries.
Founding Partner of Llewellyn Consulting, an Independent economics advisory, specialising in thought leadership, strategic research, and analysis. Founder of the Policy Reform Group, a politically non-aligned body developing policy proposals to enhance countries' political and economic health. Formerly Global Chief Economist and then Senior Economic Policy Advisor at Lehman Brothers. 20yrs with the OECD, finishing as Chef de Cabinet to the Secretary-General.
Beforehand, John spent 10 years on the Faculty of Economics of the University of Cambridge. He was a Fellow of St. John’s College. John earned his undergraduate degree at the Victoria University of Wellington, New Zealand, and his doctorate at the University of Oxford. He has published widely.
Adviser - Asset Allocation Round Table
Stewart has >25 years institutional investment management experience, with a particular focus on Asian markets. In 2018 he published China, Trade and Power and analysis of the Chinese trade relationship with the West. His experience and input adds global depth and perspective to the panel.
Author of “China, Trade and Power: why the West's economic engagement has failed.” Writer for the Hinrich Foundation, which was established to build leadership in trade, to research and to promote the conditions for making trade more sustainable. Formerly, Co-founder of Riley Paterson Investment Management. Singapore-based Hedge Fund. Chief Strategist for Global Emerging Markets at Credit Suisse. Also, Formerly Global Strategist, Head of Research EMEA for Credit Lyonnais Securities Asia. Portfolio Management at Hill Samuel.
Adviser - Asset Allocation Round Table
Johnathan is an economic historian and entrepreneur. His background in independent securities research, fund management and analysis adds additional depth to the panel. Additionally, his US experience broadens its geographic coverage.
Founder of macroeconomic research group, Variant Perception. Co-founder of Demotix, a citizen-journalist website and photo agency. Author of the The Myth of Capitalism: Monopolies and the Death of Competition, Endgame: The End of the Debt Supercycle, and Code Red, a book on unconventional monetary policy. BA with Highest Honors in History and Honors in Economics from the University of North Carolina at Chapel Hill, and a M.Litt. in Modern History from Oxford University. Rhodes Scholar and Chairman of the Rhodes Scholars in Britain.
not a product.
We put our money where our mouth is.
We pay what you pay.
We use the same systems as you.
We have operated as a private family investment firm for 60 years.
Our systems, processes and cost structures have been developed over generations to be capable, secure, cost conscious.
Our solutions understand that families do not expect or want a one-size fits all approach.
Our involvement can be as broad or limited as needed.
We are a service not a product.
The client is incorporated into the service.
Three pillars support wealth management
Establishing and implementing the appropriate governance structure and investment policies to manage:
- Privacy / Data Protection
- Family Feuds / Divorce
- Government Corruption
- Tax Efficiency
- Incapacity / Infirmity
- Political Exposure
- Multiple Jurisdictions
- Ring-fence Assets
- Family Politics / Governance / Management
- Fiduciary Roles
- Family Roles / Involvement
- Expenditure Control
Delivering performance according to clients' investment policies and committee decisions.
- Portfolio allocation
- Stable asset growth
- Asset / liability matching
- Investment Analysis
- Investment Access
- Manager selection
- Cost Control
- Delegated operations
- Delegated middle office
- Trade support
Enabling client transparency and efficiency, empowering clients with information.
- Portfolio management IT systems
- Order management IT systems
- Trade history data storage
- Trade allocation
- Risk analysis
- Web-based reporting platforms
- Delegated Middle office
- Delegated operations
- Trade support
The Asian Wealth Fund
Custody – SCB / CS
Administrator – SCB
Gold – Global Precious Metals
Gold Deposit Fund
Cash Custody – Standard Chartered Bank
Gold Custody – Global Precious Metals
Asia VC Seed+ Fund
UK Real Estate Opportunities Fund
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