Willis Towers Watson

What they do

WTW is a leading global advisory, broking, and solutions company. Its dedicated Investments business operates as an Outsourced Chief Investment Officer (OCIO) and asset manager, managing delegated portfolios and pooled funds for pension schemes, endowments, and wealth managers. WTW is highly regarded for its deep manager research, sustainable investing initiatives, and its proprietary "Total Portfolio Approach" to asset allocation. Recently, the firm has aggressively expanded its focus on democratising private markets, launching innovative Long-Term Asset Fund (LTAF) structures to give defined contribution (DC) pension savers and retail investors access to private equity and infrastructure.

What they look for

WTW employs a "Total Portfolio Approach" (TPA) rather than traditional Strategic Asset Allocation (SAA). Under TPA, WTW does not force investments into rigid asset class buckets. Instead, every investment idea must compete for capital based on its specific risk, return, liquidity, and cost profile. They seek to build highly diversified portfolios that isolate alpha and minimise cheap, easily replicable beta.

Stage

Series B+

Sectors

Climate, Fintech, SaaS, Healthcare

Based

London, GB