Who We Serve & Our Services
WimbledonGlobal® serves institutional investors, family offices, ultra-high-net-worth individuals, and specialized segments like athletes, entertainers, and entrepreneurs.
With over 25 years of financial expertise, we offer a comprehensive suite of products and services through three core business channels: Capital Markets, Investment Management, and Strategic Advisory Services.
Capital Markets
- Venture Capital
- Private Equity & Credit
- Public Equity & Debt
- Market Intelligence
- Alternative Investments
Investment Management
- Our Dual-Management strategy seamlessly integrates in-house expertise with external solutions, providing tailored investment portfolios through our professionally managed Separately Managed Accounts (SMA).
- Our in-house team actively manages portfolios for clients with complex needs, while our Outsourced Solutions link clients to top-tier third-party institutional managers, meticulously chosen through rigorous due diligence.
- This approach guarantees specialized management, maximizing both tax efficiency and cost-effectiveness.
Strategic Advisory Services
- Risk Management
- Liquidity Management
- Business Planning
- Tax Efficiency
- Trust & Estate Planning
- Financial Planning
- Lifestyle Management
- Philanthropy
- Family Concierge Desk