Sat, Nov 15, 2025
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Industry Updates

William Marr to lead Welton's new wealth management group

Wednesday, July 06, 2022
Opalesque Industry Update - Alternative investment manager Welton Investment Partners has appointed alternative investment strategy veteran, William Marr, as Senior Managing Director, to lead Welton's newly formed Wealth Management Group.

Mr. Marr joins Welton with over 25 years of experience working in the alternatives sector, holding senior positions at State Street Global Advisors, Julius Baer and Merrill Lynch Global Wealth Management. In his new role, Mr. Marr is responsible for delivering Welton's systematic investment capabilities to the wealth management community, including brokerage houses, RIAs, private banks, and family offices.

The newly launched Wealth Management Group will develop and deliver Welton's institutional quality investment solutions to a new set of investors seeking investment strategies to incorporate into their portfolios which are not reliant on rising equity and fixed income markets. Welton's current strategies include multi-strategy global macro, systematic trend, and multi-asset ESG.

"Bill has an impressive track record as an influential alternatives leader building and advancing alternative investment organizations for over 25 years. His diverse expertise in global markets include trading, multi-asset portfolio management and business development, all critical attributes to successfully launch our Wealth Management Group," said Dr. Patrick Welton, Founder and Chief Investment Officer, Welton Investment Partners. "The current macro environment has once again demonstrated that multi-asset, multi-strategy programs are built to deliver uncorrelated returns even during the most volatile markets. We are excited to work with Bill to make our institutional quality solutions available to new private investors across the wealth management community."

"I have known the Welton organization for many years and am delighted to join a team I admire. Now, more than ever, investors require innovative products that can deliver differentiated returns in a variety of market environments," said Marr. "Welton's impressive track record, rapid growth and admirable work culture make it an exceptional firm across the board, and I am looking forward to helping tailor this broad offering for a new set of investors."

In previous roles, Mr. Marr led due diligence and allocated to hedge funds and CTAs, including as Global Head of Hedge Fund Research at Merrill Lynch Global Wealth Management. He also headed Alternative Investments at Zurich-based Bank Julius Baer and Boston-based State Street Global Advisors. Most recently Mr. Marr founded and managed Granite Street Capital, a consultancy focused on developing and implementing growth strategies for alternative investment managers. Mr. Marr holds a BA from Bowdoin College and the Series 3, 7 and 63 licenses.


About Welton Investment Partners
Welton Investment Partners is an established alternative asset manager that seeks to generate consistent investor returns by identifying recurrent market themes across various market environments. The firm seeks to deliver absolute returns with a low correlation to the broader markets. Welton believes its investment edge derives from an advanced capital allocation process applied to quantitative strategies across equities, fixed income, commodities and currencies. Welton manages assets for institutional and private investors, with offices in NY and CA. www.welton.com.

Related article:
26.Apr.2022 The Big Picture: With the war, E, S, and G have collectively moved back to the fore

Bg
Press release:

Article source - Opalesque is not responsible for the content of external internet sites

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Global fintech investment slumps to seven-year low of $95.6bn[more]

    Laxman Pai, Opalesque Asia: Global fintech investment plummeted to $95.6 billion across 4,639 deals in 2024, marking its lowest level since 2017, as investors grappled with persistent macroeconomic challenges and geopolitical tensions, revealed a study. According to the Pulse of Fintech H2'

  2. Opalesque Exclusive: Private capital deal value climbed 19% in 2024[more]

    Bailey McCann, Opalesque New York: Private capital deal value climbed 19% in 2024, according to the latest data from the Global Private Capital Association. Growth was driven by big-ticket investments across Southeast Asia, Latin America and Central & Eastern Europe (CEE). Investor confidence

  3. Opalesque Roundup: Citco: 77% of hedge funds achieved positive returns in January 2025: hedge fund news[more]

    In the week ending February 21st, 2025, a report revealed that hedge funds enjoyed one of their best opening months this decade in January, as Equity and Multi-Strategy funds posted strong returns. Funds administered by the Citco group of companies (Citco) delivered a weighted average return of 4%,

  4. Opalesque exclusive: Permuto's new equity unbundling product to change investment model[more]

    Opalesque Geneva for New Managers: Here is a different way of owning stocks coming to you soon: the option of holding just the dividend portion of a stock, independent of its price movements. Or capturing the stock&

  5. Opalesque Exclusive: Hedge funds outperform mutual funds in managing extreme risk contagion - key insights for investors[more]

    Matthias Knab, Opalesque for New Managers: Hedge funds and mutual funds are among the most prominent vehicles for investors seeking growth and diversification. However, a critical question persists: which fund ty