Adaptive investment strategies that scale with your ambition.
Whether stewarding institutional capital or family wealth, Finwise Investment Banking deploys data, stewardship, and precision to preserve and grow assets.
Institutional portfolios
Customized multi-asset strategies that balance alpha generation with disciplined risk frameworks.
- Public markets with factor and thematic overlays
- Liability-driven investing for pension and insurance clients
- OCIO and delegated solutions with transparent governance
Private markets
Access to differentiated opportunities across private equity, credit, infrastructure, and real assets.
- Co-investments and secondary market solutions
- Infrastructure and energy transition platforms
- Direct lending and opportunistic credit vehicles
Sustainable mandates
Impact-driven investment frameworks aligned to your sustainability and stewardship objectives.
- Net-zero portfolio roadmapping and reporting
- Sustainability-linked KPIs and engagement
- Measurement of social and governance outcomes
Research advantage
Our investment committees leverage multi-scenario modeling, proprietary signals, and macro-to-micro alignment to surface conviction-led opportunities.
Risk transparency
Portfolio insights surface real-time exposures, stress tests, and potential drawdown scenarios via the Finwise dashboard.
Collaborative governance
We co-design policies, review protocols, and communication cadences so stakeholders remain fully engaged and informed.
Unlock deeper visibility into positions, performance attribution, and sustainability metrics through the Finwise dashboard. Our specialists partner with your board, committees, and advisors to keep strategy aligned with mission.