WE BELIEVE
THAT THE ESSENCE OF EXPONENTIAL
GROWTH LAYS BEYOND THE BOUNDARIES
OF ONE'S
INNER CIRCLE
The Institutional Wealth Club has for over 20 years supported private first time interaction between the world’s leading Institutional Investors and Family Offices with Asset Managers and Investment Partners from outside their existing word of mouth and referral networks.
We are an exclusive members club where key decision-makers of Leading Asset Managers engage with Principals of Single & Multi-Family Offices, Pension, Insurance Funds, Foundations, & Endowments to match minds and growth objectives through various channels.
We believe the equilibrium of data-driven pre-qualification in support of creating conditions for organic interactions enable our members to build long-term relationships and achieve tipping-points for exponential growth.
We take extreme care in our selection process, and members are admitted only after passing diligent pre-selection through our strict onboarding policy .
Further to the preservation and growth of institutional wealth, our community comprises of thought leaders ranging from previous Heads of State to members of investment committees from leading Institutional Investors and lesser public individuals, including Patriarchs and Matriarchs who contribute to club life and keep alive our traditions.
Through decades of experience and nimble adjustments by observing and learning from the experience of our members, we have discovered a unique formula where novel relationships are organically formed, supported by business intelligence exclusive to our community members.
Diversification of Exposure
for Reduced Volatility
Our members continually seek to balance their risk & rewards by diversification of their portfolios through exposure across multiple asset classes & regions.
Investor Club Members we Service
Institutional Investors | Sovereign Wealth Funds | Private & Public Pension Funds | Insurance Funds |
Single-Family Offices 1st, 2nd or 3rd generation | Multi-Family Offices | RIA's | Foundations | Endowments
PROVIDING MEMBERS WITH ACCESS AND CONNECTIONS
TO NURTURE PROSPERITY
Our History
Our community was originated by a private Principal LP who maintains a low public profile despite the majority of this 1st generational wealth being acquired through a established global business intelligence company founded 35+ years ago. Our members value our principles of discretion rooted within the inner circle's culture.
Historically we have been, and remain, incentivized by fostering long-term relationships between members. Our longest member relationships today trace back over 2 decades, with many of our relationships transcending generations.
Access to Global Opportunities Through Local Engagement
