Westwood Holdings Group, Inc. Names Adrian Helfert as Senior Vice President and Director of Multi-Asset Portfolios
January 28, 2019 at 12:22 pm EST
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Westwood Holdings Group, Inc. announced that Adrian Helfert has joined as Senior Vice President and Director of Multi-Asset Portfolios where he will lead Westwood’s multi-asset strategies group, which includes Westwood’s Income Opportunity and Flexible Income strategies, as well as Westwood’s Global Convertibles and Fixed Income strategies. Mr. Helfert is ideally suited for this Multi-Asset leadership role, with a strong track record compiled while working on collaborative, global teams. His experience in defining strategic investment directions and developing and launching new products, all while establishing a great industry reputation, makes him a great fit for Westwood. Most recently, Mr. Helfert served as Managing Director and Senior Multi-Asset Portfolio Manager at Amundi in London, where he was responsible for Global Fixed Income strategies. During his 13-year Amundi tenure, he also worked on absolute return, unconstrained and total return portfolios. As a member of Amundi’s Architect Committee — seven key individuals from around the world — he helped define the strategic direction of Global Fixed Income Investments. Previously, Mr. Helfert worked at Royal Bank of Scotland and JPMorgan’s Asset Management Group.
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Companyâs segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Companyâs advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
WESTWOOD HOLDINGS GROUP, INC. 