Our History
A History Of Growth And Innovation
We reached US$100 billion in assets under management through years.By the end of 2015,our AUM rose to $245 billion. This is also when we acquired joonry&CO,the global private equity fund-of-funds specialist headquartered in DL,and the Australian HR services operation of Feredo in August-a move that added more than 350 Expert associates to our ranks and enabled us to offer an unmatched array of invested and administrative services.
Established in Washington
Founded in 1998 in Washington with fifty million dollars in capital, West Morgan was established to serve high-net-worth individuals and family offices requiring institutional-grade discretion, strategic foresight, and disciplined risk management across volatile global public and private markets.
Expanded Global Capabilities
By expanding into hedge funds, private equity, and real assets, we evolved from a boutique firm into a diversified global investment group. This strategic growth allowed us to offer clients a unified platform for complex cross-border structuring, offshore banking advisory, and multi-generational wealth preservation strategies worldwide.
Pioneered Tech Infrastructure
Establishing dedicated divisions for AI infrastructure and mega-projects, we secured direct access to premier technology ventures. This expansion ensures our clients benefit from seamless cross-jurisdictional compliance, tax-efficient structuring, and localized market intelligence while maintaining unified oversight from our Washington headquarters today.
Leading Behavioral Finance
Today, West Morgan serves sovereign wealth clients, governments, and ultra-high-net-worth families with a behavioral finance approach to capital deployment. We continue to lead in AI infrastructure, mega-infrastructure projects, and citizenship-by-investment programs, ensuring our partners navigate complexity with confidence, clarity, and enduring value creation for future generations globally.
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