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Adrian Helfert Joins Westwood Holdings Group

878 Days ago

DALLAS, Jan. 28, 2019 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. is pleased to announce 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.

Westwood is taking Multi-Asset to the next level to enable delivery of desired outcomes and to build on its history as a pioneer in the space:

  • Started offering balanced portfolios in the 1980s;
  • Developed a proprietary Enhanced Balanced® model in the 1990s;
  • Launched and built a successful Income Opportunity franchise — now a mature, flagship product; and
  • Introduced Westwood’s newest strategy, Flexible Income, to provide clients with diversified income.

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. 

Mr. Helfert earned a Master of Business Administration from Duke University’s Fuqua School of Business and a bachelor’s degree in physics from the University of Virginia, where he was awarded a fellowship for his work in Solid State Physics. He also served in the U.S. Navy / Marine Corps as a Combat Medic.

Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. The firm has $20.8 billion in assets under management, of which $3.5 billion are in values-based and socially responsible investment mandates as of Sept. 30, 2018. Westwood offers a range of investment strategies including U.S. equities, Multi-Asset, Global and Emerging Markets equities, Global Convertible securities and Master Limited Partnerships (MLPs) portfolios. Access to these strategies is available through separate accounts, the Westwood Funds ® family of mutual funds, UCITS funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Toronto, Boston and Houston.

Sheana Suek
(214) 756‐6900

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