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How does the advisor help clients – Key Takeaways:

Winton Capital Management Ltd. (WCM) is a leading financial management firm that helps clients achieve their financial goals through personalized investment strategies and expert financial advice. With a team of experienced advisors and a range of financial services, WCM is dedicated to providing top-notch financial services to its clients.

Here are some key takeaways on how WCM helps its clients:

  • Personalized investment strategies tailored to the individual goals and risk tolerance of each client
  • Expert advice and guidance on financial planning, asset allocation, and portfolio management
  • Access to a wide range of investment options, including stocks, bonds, mutual funds, and more
  • Regular monitoring and adjustments to ensure investments are performing in line with client’s goals and market conditions
  • Transparent and open communication to keep clients informed and educated about their financial situation

Facts and Insights:

Founded in 1997, Winton Capital Management Ltd. has established a strong track record of delivering exceptional financial services to its clients. With over 20 years of experience in the industry, WCM has become a trusted name in the world of financial management.

The firm is headquartered in London, England and has a global presence, with offices in the United States, Europe, and Asia. WCM employs over 400 advisors and manages assets worth over $30 billion.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time In Business
$30 Billion 400+ Founded in 1997

Source: Winton Capital Management Ltd. website

Financial Services Offered:

Winton Capital Management Ltd. offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:

  • Financial planning
  • Asset allocation
  • Investment management
  • Retirement planning
  • Estate planning

Client Types:

Winton Capital Management Ltd. caters to a wide range of clients, including individuals, families, and institutions. The firm’s customized and personalized approach makes it a top choice for clients looking for expert financial management services.

Fees & Compensation:

Winton Capital Management Ltd. follows a fee-based compensation structure, where clients pay a percentage of their total assets under management as a fee for the firm’s services. This ensures that the firm’s interests are aligned with those of its clients, as its success is directly tied to the success of its clients’ investments.


Winton Capital Management Ltd. was founded by Dr. David Harding, a renowned financial expert and mathematician, with the goal of using advanced mathematical models and computer algorithms to identify and capitalize on market trends. Today, the firm has grown to become a global leader in quantitative investment management, while still maintaining its commitment to providing personalized services to its clients.

Financial Advisor Disclosures to Know:

Before choosing a financial advisor, it is important to be aware of any potential conflicts of interest or past disciplinary actions. Here are some key disclosures to know about Winton Capital Management Ltd.:

  • The firm has no reported disclosures on its record with the Securities and Exchange Commission (SEC)
  • Winton Capital Management Ltd. is a registered investment advisor (RIA) with the SEC
  • The firm has a fiduciary duty to act in the best interests of its clients

It is always recommended to do your own research and due diligence before selecting a financial advisor, and to discuss any concerns or questions with the advisor directly.

Company Information

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