Welcome to WP INVEST

WP Invest is a boutique investment consultant with institutional experience, that was formed in 2004, offering investment portfolio strategy advice and management, or high-level advice, to a broad range of investment pools, including trustee board controlled groups and private individuals.

WP Invest also provides consulting services to independent financial advisors including: investment governance support, investment portfolio strategy, asset allocation, asset selection, model portfolios and independent investment committee support.

Our guiding principle for portfolio strategy is to aim to achieve reasonable returns over the medium term, while considering the balance between risk and return.