Bank / Wealth / Trust

Updated:

Willet Irving

Willet Irving LLC offers a sophisticated wealth management and investment banking platform on behalf of the international investment community that is...

Willet Irving logo

Willet Irving

Willet Irving LLC offers a sophisticated wealth management and investment banking platform on behalf of the international investment community that is supported by a unique background in professional multi-asset investment coverage. Willet Irving focuses on implementing tactical investment strategies on behalf of qualified clients, serving as their out-sourced CIO team specializing in alternative investments. The platform also serves as a bespoke investment banking team for select private clients with unique mandates.

General information

Firm type

Bank / Wealth / Trust

Year founded

2012

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

Who runs investment decisions at Willet Irving?

Willet Irving does not publicly identify its investment committee members or principals. This level of opacity is common among private trust and wealth management firms in New York that serve a small number of ultra-high-net-worth families. The firm's discretion extends to personnel — no biographies, bylines, or conference appearances are attributable to the current leadership. This lack of public-facing principals is itself a structural signal: Willet Irving operates as a fiduciary bound to its clients, not as a public brand anchored to a named investor.

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