Client Service 2017-06-20T20:01:17+00:00


Every member of our team is expected to assist with our client management efforts to provide direct and immediate access to information. We proactively engage and nurture close working relationships with our clients so that they directly benefit from our networks, knowledge, and experience. 


Our annual meetings are designed to be informative and dynamic forums of interaction. Our team serves as a trusted resource and emphasizes direct, face-to-face communication to build meaningful rapport. We schedule regular and ad hoc meetings with clients, and provide customized reports and analyses.


Our accounting, financial reporting, and fund administration functions are performed in-house. WP Global believes that accounting and tailored reporting are core functions that are vital to ensuring the reliability and responsiveness our clients expect. The back-office team possesses significant accounting and fund administration experience and performs a multifaceted audit process across all investments.