64 Northwest Partners

What 64 Northwest Partners does

64 Northwest Partners is an independent private investment office incorporated as 64 NorthWest Partners Ltd. and headquartered at The Rosebank Building, 12 Bermudiana Road, Hamilton, Bermuda. The firm is regulated by the Bermuda Monetary Authority and consults exclusively to private individuals, trust companies, family offices, law firms, and other organizations with fiduciary responsibilities. It positions itself as an unconflicted outsourced Chief Investment Officer platform providing predictive, prudent, and impartial advice, with the "64" referring to Bermuda's longitude and "NorthWest" referencing the high-return, low-risk quadrant of a risk-return chart.

The firm delivers three core services: Investment Consulting (CIO-level strategic guidance covering financial, operating, and real asset exposures), Manager Selection (research-driven search, screening, due diligence, and ongoing monitoring of investment managers across public and private markets), and Investment Oversight (independent fiduciary oversight for trust investment portfolios including program governance, investment reviews, and manager due diligence). These services are supported by a research platform publishing annual Investment Outlooks and thematic Insights. The advisory bench is drawn from Goldman Sachs (J Aron), Soros-backed Nexus Capital, Berkshire Hathaway-backed West End Capital, UBS, HSBC Private Bank, WP Stewart & Co, Clarien Investments, and other top firms, led by CIO Andrew Marsh and CEO John Johnson.

The firm operates a fee-based professional services model on multi-year consulting arrangements with bespoke pricing tailored to client needs. Its go-to-market is consultative direct engagement targeting HNW individuals, family offices, trust companies, and corporate or institutional clients primarily in Bermuda and the wider Caribbean region, with no intermediaries or channel partners. Marketing is driven by research content, LinkedIn presence, and direct outreach, and revenue figures are not publicly disclosed.

Name

64 Northwest Partners

Legal name

64 NorthWest Partners Ltd.

Website

https://64northwest.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

64 Northwest Partners is an independent Bermuda-regulated private investment office providing outsourced CIO, manager selection, and investment oversight services to high net worth individuals, family offices, trust companies, and fiduciary organizations in Bermuda and the broader Caribbean.

Ownership category

akta.pro rank

Product category

Investment Consulting / Wealth Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

Keywords

• Investment consulting
• Manager selection
• Investment oversight
• Fiduciary advisory
• Private wealth management

Headquarters

HQ city

Hamilton

HQ country

Bermuda

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Consulting Services: Fee-based consulting arrangement providing independent investment oversight and advisory services to private individuals, trust companies, family offices, and institutional clients. Services include investment consulting, manager selection, and investment oversight.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

64 Northwest Partners operates as an independent private investment office providing investment consulting, manager selection, and investment oversight services to private individuals, trust companies, family offices, law firms, and other organizations with fiduciary responsibilities. The firm functions as an outsourced Chief Investment Officer (CIO) platform, aggregating exposure across public and private equities, debt, real estate, art, and other alternative assets under a unified advisory framework.

Product overview

64 Northwest Partners operates as an independent private investment office providing a unified consulting platform with three interconnected core services: Investment Consulting serves as the primary advisory engagement providing CIO-level strategic guidance; Manager Selection enables identification and due diligence of suitable investment managers across public and private markets; and Investment Oversight provides fiduciary oversight for trust portfolios. These services are supported by proprietary research through their Investment Outlooks and Insights publications. The firm aggregates exposure across public and private equities, debt, real estate, art, and other alternative assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Consulting Advisory service providing CIO-level support to private clients, family offices, and institutional investors. Delivers predictive insights and sustainable strategies for long-term wealth preservation and growth by assessing financial, operating, and real asset exposures.
• Manager Selection Research-driven manager search and selection service enabling screening, analysis, and identification of high-potential investment opportunities. Covers unconstrained universe, due diligence, institutional access, portfolio construction, and ongoing monitoring.
• Investment Oversight Independent fiduciary investment oversight for trust investment portfolios. Includes program governance, investment reviews, manager and advisor due diligence, and team support for trust companies and their fiduciary responsibilities.
• Research and Insights Investment research publications including annual outlooks, market briefings, and thematic investment insights covering asset allocation, equities, fixed income, real assets, and alternative strategies.

Quantifiable outcome

• Summer intern portfolio achieved 8% return during program

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• First Bermuda Securities Ltd.minorImplementation/ SI/ Consulting PartnerKimberly Gibson serves as Chief Operating Officer of First Bermuda Securities Ltd. while also serving part-time as senior consultant and investment operations advisor to 64 NorthWest Partners. This represents a personnel interconnection rather than a formal partnership agreement.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Lazard Wealth Management: Lazard Wealth Management provides advisory services for UHNW clients globally. Established incumbent with broader capabilities, global reach, and a similar high-end client orientation.
• Mercer Advisors: Mercer Advisors is a large-scale wealth management and investment consulting firm serving private clients. Broad incumbent with overlapping investment consulting capabilities but a much wider portfolio and significantly greater scale.
• Aon: Aon's investment consulting arm provides advisory services to institutional investors and family offices. Broad incumbent with global reach and significantly broader capabilities than 64NW.
• Russell Investments: Russell Investments provides institutional investment consulting and OCIO services globally. Established incumbent with comparable outsourced CIO offerings for institutions and family offices at much larger scale.
• Goldman Sachs Personal Financial Management: Goldman Sachs Personal Financial Management serves HNW individuals with wealth advisory and investment services. Broad incumbent where several 64NW team members previously worked, providing a pedigree reference but operating at vastly larger scale.

Direct peers

• Stonehage Fleming: Stonehage Fleming is a multi-family office providing investment advisory and wealth planning services to UHNW families globally. Direct peer in serving families with integrated investment solutions and a fiduciary advisory offering.
• Cresset: Cresset is a multi-family office providing investment advisory and family office services to UHNW families. Direct peer in family-office-focused investment consulting with a similar boutique, high-touch model.
• Alvarium Investments: Alvarium Investments is a multi-family office and investment advisory firm serving HNW families. Direct peer in family-office-focused investment consulting and wealth structuring.
• IQ-EQ: IQ-EQ is a Bermuda-headquartered independent financial services firm providing fund administration, oversight, and advisory services to family offices and trust companies. Direct peer sharing geography, client base, and service scope.
• Cambridge Associates: Cambridge Associates is a global investment consulting firm providing outsourced CIO and advisory services to foundations, endowments, and family offices. Closest direct peer given the shared outsourced CIO model and family-office focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/64nw

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 64 Northwest Partners