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01 Repose, Marble Sculpture, 14” H. Hessen, Museum, Germany,1910. 02 Personal Archive, Shanghai, Colette K. Young, 2012. 03 Personal Archive, Milano, Colette K. Young, 2012. 04 Day of Beauty, Helena Rubinstein (Entrepreneur), 1915. 05 Margarete von Sivers by Erwin Blumenfeld, 1938. 06 Personal Archive, AmanGiri, Colette K. Young, 2018. 07 Personal Archive, Rio de Janeiro, Colette K. Young, 2015. 08 The Maison de Verre House, Pierre Chareau, 1932. 09 Féminité, Alexandre Calder,1930. 10 Personal Archive, Rio de Janeiro, Colette K. Young, 2015. 11 Personal Archive, London, Colette K. Young, 2020. 12 Personal Archive, London, Colette K. Young, 2020. 13 Personal Archive, London, Colette K. Young, 2020.

Asset Management Advisory

Our asset management advisory services include asset allocation, portfolio construction, and comprehensive portfolio management. What we offer goes beyond investment guidance and managing your finances– it encompasses access to a premier selection of opportunities and a comprehensive, personalized approach to ensure what you’ve built lasts. We are committed to managing mandates based on extensive research and insider industry relationships. Clients can either entrust us with full discretion over their entire portfolio or simply allocate us a portion of their assets to manage. Whatever the preference, we provide a diverse range of tailored products and services. Additionally, our firm may support a client by managing their existing portfolio of assets and investments, and also help by solving complex situations within their existing portfolio.

Pinterest.

Services

Legacy Portfolio Management Advisory

Holistic portfolio management tailored to preserve and grow legacy wealth.
Multi-generational investment strategies with risk-adjusted returns.

Legacy Portfolio Management Advisory - Rescue Services

Strategic restructuring and risk management for underperforming portfolios.
Crisis management and turnaround strategies for distressed assets.

Asset Allocation Advisory

Diversification strategies to optimize returns across global markets.
Regular portfolio rebalancing to maintain strategic asset allocation.

Public Markets Portfolio Management

Active management of public market investments with data-driven insights.
Tactical trading strategies to capitalize on market opportunities.

In-Bound Investment Advisory

Strategic advisory for foreign investors entering domestic markets.
Regulatory guidance and compliance for international investments.
Customized market entry strategies with risk mitigation plans.

Welara Co-Investment

Outside of Welara’s standard Asset Management solutions, we offer our clients the opportunity to participate in a handful of curated Welara Co-Investment Opportunities. Co-investment vehicles are typically set up to invest alongside a manager’s flagship fund in a single investment, be it public or private, in a cohesive group of investments unified by a singular theme, or into a single private investment that Welara has sourced directly. Co-investment opportunities allow Welara to co-underwrite an investment to enhance portfolio diversification and upsize an investment on a specific opportunity where we’d like more exposure. Most of Welara’s Co-Investment Opportunities are Club Deals; these deals allow our clients to obtain special access and terms that are not available to outsiders. Our Co-Investment approach gives clients a chance to collaborate with Welara opportunistically and introduces potential future clients to the firm’s operations.