What We Do

WS Partners is a Geneva-based fund research and advisory firm. We help professional clients assess, compare and monitor funds, and carry out scoped manager assessments.

Advisory & due diligence

For a fund decision, we compare candidates against your stated need, examine available investment and operational evidence and write down what supports the conclusion. For a continuing mandate, we maintain a defined universe and record changes that merit another look. We can also turn reviewed findings into an explanation your team can use with clients.

• Fund screening: Compare a defined universe against your investment need, with data coverage, sources and exclusions made clear.
• Operational due diligence: Examine relevant operations, controls and service providers to the agreed scope. Findings and gaps inform the fund decision; they are not a safety guarantee.
• Fund monitoring: Track evidence, manager and fund changes against the selection rationale, and record when a fresh decision is needed.

Independent manager assessment

Managers can request a scoped assessment of a fund. We agree the questions and evidence required, then document findings, open points and limitations.

• Independent assessment: Examine the investment process and operational arrangements within an agreed scope, with sources, findings and unanswered questions recorded.
• Research follow-up: Identify the documents and answers needed to address open questions, and agree how material changes will be reviewed.