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Bellwether

Tailored Value-Enhancement Advisory Services

  • Sectors
    • Aerospace & Defense
    • Consumer Goods & Retail
    • Industrials
    • Private Equity
    • Real Estate
    • Technology
  • Capabilities
    • Accounting Services
    • Asset Management
    • Construction Management
    • Growth Strategy
    • Investor Relations & Research
    • Performance Improvement
    • Portfolio Management
    • Transaction Advisory
  • Team
  • Culture
  • Careers
  • Insights
  • Contact Us

Asset Management

Cultivating Growth Throughout the Investment Lifecyle
Overview How we can help Experience

At Bellwether, we understand that sophisticated investors require more than just standard asset management services. With substantial experience in asset management across Portfolio Companies and Real Assets, our expertise lies in providing unique, forward-thinking strategies paired with deep industry knowledge, all based on a foundation of risk management.

Our exclusive ‘cradle-to-grave’ partnership model ensures our clients are supported throughout every stage of the investment lifecycle. We actively listen to understand your unique financial objectives, marrying them with comprehensive market analysis to develop business plans that cater to your specific needs.

Bellwether is not just an advisory firm. We’re problem solvers, strategists and partners committed to your platform’s financial health and success. Whether undertaking strategic initiatives, managing complex credit portfolios, or looking for insights at any stage of growth, our team is poised to help.

Our capabilities are not restricted by size or scope. No matter how expansive the portfolio might be, our elastic operating model, enhanced by our proprietary technology, ensures customized, efficient and effective solutions.

With Bellwether, you gain a strategic partner and scalable team who places your mission and financial goals at the core of our operations. We offer not just sound and prudent investment management, but a cohesive strategy aligned with the broader vision of your portfolio. Allow us to guide you towards meaningful, sustainable growth.

How We Can Help

Equity Asset Management

Reforecasting & Asset-Level Reporting

Multi-year Strategic Planning and Execution

Organization & Operational Design

Operating Systems & Controls

Capital Markets Support

Credit Asset Management

KPI / Covenant Monitoring & Reporting

Credit Analysis & Due Diligence

Structured Finance

Relationship Management

Workouts / Restructuring

Experience

Managed and reported on
$73bn
in client transactions
Debt surveillance on over
$28bn
of loan commitments
ABOUT US
  • Our Company
  • Careers
  • Contact Us
SECTORS
  • Aerospace & Defense
  • Consumer Goods & Retail
  • Industrials
  • Private Equity
  • Real Estate
  • Technology
Capabilities
  • Accounting Services
  • Asset Management
  • Construction Management
  • Growth Strategy
  • Investor Relations & Research
  • Performance Improvement
  • Portfolio Management
  • Transaction Advisory

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In the United Kingdom BWAM UK Limited is an appointed representative of Vittoria & Partners LLP P (FRN 709710) which is authorised and regulated by the Financial Conduct Authority.