WM NexusWM Nexus
  • Who We Are
  • Our Rationale
  • Our Focus
  • Our Values
  • What We Do
  • How We Work
  • Partners
  • Contact Us
  • WM NexusWM Nexus
  • Who We Are
  • Our Rationale
  • Our Focus
  • Our Values
  • What We Do
  • How We Work
  • Partners
  • Contact Us

Educating, Empowering


& Connecting
Who We Are

WM Nexus is a UK-based strategic consultancy connecting single family offices, ultra-high net-worth and high-net investors with investment opportunities in the fast growing ESG (environmental, social and governance) and impact investing sector, as well as in mainstream diversified investment opportunities.

The company was formed as a limited partnership in 2018 by two female entrepreneurs, Wendy Marston and Alina Legendi. They sought to deploy their skills and experience in project management, marketing and financial services and their extensive connections across the investment sector to meet the growing demand from high net worth investors and family offices for ESG and impact investments.

WM Nexus is London-based but with a global reach, and is sector and region agnostic, looking rather at the value of the investment proposition and its ESG credentials, and across a diverse universe of investment vehicles and geographies. Whilst WM Nexus is active in promoting ESG investments, we also work with companies that have a strong core value system and do not go against our own values in environment and social responsibility.

Our Rationale

We believe the past two years have proved to be a watershed for ESG and impact investing. Institutional and private investors, who have many billions of dollars, euros and pounds to invest, are increasingly keen to deploy their capital to make a positive impact on society and the environment. Whilst for many this takes the form of philanthropy, others are looking to align most or all of their investment portfolios on this basis. We believe that the opportunities to make an impact while generating sustainable returns are increasing significantly.

Unfortunately, this nascent marketplace is still needing the development of strong ESG propositions, and at the same time, we recognise the need for existing good businesses are also in need of investment and support. We work only with businesses that are aligned with our own core values and do not support negative practices. We believe this allows investors to have strong diversified portfolios whilst driving change in a positive direction.

Our Focus

The primary focus of our firm is to connect investors with a range of ESG and impact investments which have the potential to meet their needs and desires in terms of making an impact while also generating decent returns. We also work with investment opportunities that have less developed ESG definitions at their core, but that adhere to a strong value system that supports and can lead to an ESG investment message.

We also aim to educate and inform our investors about ESG and impact investing, building on their existing knowledge base while facilitating the exchange of knowledge between investors and asset managers of all types.

Our Values

The investment world is increasingly determined to take the challenges facing the environment and society seriously and wants to drive change.

At the same time, the challenge is of such a scale that it will require the help, knowledge and, of course, the capital of the world’s investors to effect the changes needed. To take just one aspect of the challenge – shifting the world’s transport, homes and businesses to sustainable energy use – is a mammoth task. At the same time, and given the scale of task, we think there is also a huge range of opportunities. Innovative technology and efficient deployment of existing technology will define the next era.

As a private business ourselves, we assert that the private sector and investors have a significant and beneficial role to play. We believe we can play a part in harnessing the goodwill and expertise of the private sector and investors to do good for society, the environment and the world.

What We Do

We connect the full range of investment firms and asset managers including private equity houses, fund managers, fund of funds, wealth managers, investment trusts and hedge funds to investors via intimate, targeted and carefully curated events. The assets and investments cover most asset classes including liquid and illiquid assets and invest in everything from collectibles to real estate. The investors, including single and multi-family offices, HNW and UHNW individuals and trusted advisors, are hand selected from both ours and our partners’ networks, to ensure a close-knit peer group. We look to add value by facilitating strong beneficial relationships.

We are a UK based business but with global reach. We host investor salons across Europe, including Switzerland, Germany and the UK, as well as other parts of the world including Dubai, Singapore and Hong Kong.

How We Work

We have an extensive range of partners with whom we maintain regular contact in order to discuss opportunities and their changing needs and requirements.

We maintain a watching brief on the range of regulatory initiatives and new sources of ESG, sustainable and impact investing information. We also monitor the fast-developing range of opportunities across asset management businesses including private equity, hedge funds, open mutual funds and closed investment companies and in every possible type of business sector where ESG integration or impact investing can bring benefits.

Our network of investors are often seeking investment opportunities in specific sectors and themes. Through regular dialogue we keep abreast of our investors’ interests.

Our events are by invitation only and are carefully curated to ensure the purity of the peer group and a high level of sophistication on the subject matter.

We exercise the highest levels of discretion, though observations may be used to generate general industry commentary on trends and developments. We may release research material to the media with the agreement and approval of our participants and speakers.

Partners

Wendy Marston
Co-founder

Wendy Marston is the co-founder of WM Nexus. Wendy has two decades of experience working with private clients, advisers and wealth management professionals, creating opportunities for education and networking.  She has forged a wide range of connections and contacts within wealth management, private client advisory and investments, as well as HNW, UHNW & family offices.

Wendy is passionate about supporting and facilitating the communication between investors and family offices and strong investment propositions, in light of the rapidly growing opportunities within ESG and impact investing.

Alina Legendi
Co-founder

Alina Legendi is the co-founder of WM Nexus. Alina has worked as a consultant specialising in connecting UK, European and global asset managers with family offices and high-net-worth private investors. Prior to co-founding WM Nexus, Alina worked for 10 years for a UK publishing company focused on the wealth management industry, first as a business development director and then as an independent consultant. Alina has worked with a number of UK-based private equity houses helping their fundraising efforts and specialising in VC, seed investing and early stage capital from among HNW and UHNW investors.

Alina is passionate about addressing climate change and other environmental issues. She believes that impact investing can deliver both significant improvements but also offer consistent long-term returns for investors

WM Nexus

Educating, Empowering and Connecting

Start connecting today!

Leave this field blank
          © 2019 WM Nexus 
          Website Design Handcrafted by Elemental Media
          This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.Accept Cookie Policy GDPR Policy
          Privacy & Cookies Policy
          Privacy Overview Necessary UNCLASSIFIED

          Privacy Overview

          Privacy Policy   Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations.  We use the information we collect about you to process orders and to provide a more personalised shopping experience. Please read on for more detail about our privacy policy.   What information do we collect? How do we use it?   We may collect your name, contact information including email address, demographic information such as postcode, preferences and interests and any other information relevant to customer   This allows us to process and fulfill your orders and to notify you of your order status.   When you voluntarily sign up for our E-mail list, we need only an e-mail address and name – which we use to send the information you requested.   When you enter a contest or other promotional feature, we may ask for your name, address and e-mail address so we can administer the contest and notify winners.   We monitor customer traffic patterns and site usage to help us develop the design and layout of the store.   We may periodically send promotional email about new products, special offers or other information which we think you may find interesting using the email address which you have provided.   From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.   What about “cookies”?   “Cookies” are small pieces of information that are stored by your browser on your computer’s hard drive. Our cookies do not contain any personally identifying information. Most Web browsers automatically accept cookies, but you can usually change your browser to prevent that. Even without a cookie, you can still use most of the features in our store, including placing items in your shopping cart and purchasing them.   Will WM Nexus disclose the information it collects to outside parties?   We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so.   We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.   In Summary:   Elemental Media is committed to protecting your privacy. We use the information we collect on the site to make shopping at WM Nexus possible and to enhance your overall shopping experience. We do not sell, trade, or rent your personal information to others.   Your Consent:   By using our website, you consent to the collection and use of this information by WM Nexus. If we decide to change our privacy policy, we will post those changes on this page so that you are always aware of what information we collect, how we use it, and under what circumstances we disclose it.   If you require any more information or have any questions about our privacy policy, please feel free to contact us by email at wendy.marston@wmnexus.com

          Necessary

          This is an necessary category.

          UNCLASSIFIED