Boyd Watterson Asset Management

Cleveland, United States Founded: 1928 • Age: 98 yrs Acquired By Titanium Asset Management Corp
Diversified investment management services are provided to institutional clients.

About Boyd Watterson Asset Management

Boyd Watterson Asset Management is a company based in Cleveland (United States) founded in 1928 was acquired by Titanium Asset Management Corp in November 2008.. The company has 116 employees as of December 31, 2022. Boyd Watterson Asset Management has completed 1 acquisition, including WoodAsset.com. Boyd Watterson Asset Management offers products and services including Asset Management Services, Real Estate Management, and Fixed Income Management. Boyd Watterson Asset Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Cleveland, United States
  • Employees 116 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Boyd Watterson Asset Management Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of Boyd Watterson Asset Management

Boyd Watterson Asset Management offers a comprehensive portfolio of products and services, including Asset Management Services, Real Estate Management, and Fixed Income Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers tailored investment solutions with risk-adjusted returns for clients.

Manages real estate assets through advisory accounts.

Handles fixed income investments for portfolio growth.

People of Boyd Watterson Asset Management
Headcount 50-200
Employee Profiles 38
Employee Profiles
People
Joseph Capra
Senior Vice President
People
Scott Ford
Compliance Officer
People
James Plante
Assistant Vice President
People
Brian Gevry
Chief Executive Officer And Chief Investment Officer

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Funding Insights of Boyd Watterson Asset Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Boyd Watterson Asset Management

Boyd Watterson Asset Management has secured backing from 2 investors. Prominent investors backing the company include Titanium Asset Management Corp and PNC. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
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Founded Year Domain Location
PNC is recognized as a provider of banking and financial services.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Boyd Watterson Asset Management

Boyd Watterson Asset Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include WoodAsset.com. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Wood assets are managed and traded via an online platform.
2001
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Boyd Watterson Asset Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Boyd Watterson Asset Management Comparisons

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Competitors of Boyd Watterson Asset Management

Boyd Watterson Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Boyd Watterson Asset Management

Frequently Asked Questions about Boyd Watterson Asset Management

When was Boyd Watterson Asset Management founded?

Boyd Watterson Asset Management was founded in 1928.

Where is Boyd Watterson Asset Management located?

Boyd Watterson Asset Management is headquartered in Cleveland, United States. It is registered at Cleveland, Ohio, United States.

How many employees does Boyd Watterson Asset Management have?

As of Dec 31, 2022, the latest employee count at Boyd Watterson Asset Management is 116.

What does Boyd Watterson Asset Management do?

Boyd Watterson Asset Management was established in 1928 and is headquartered in Cleveland, United States. Operations focus on diversified investment management within the financial sector, encompassing equity, fixed income, and alternative strategies. Services are extended to institutional investors, with oversight from key executives including CFO Chris Ried and Global CFO Don Haisch. Geographic reach includes domestic and international markets through the firms domain, boydwatterson.com.

Who are the top competitors of Boyd Watterson Asset Management?

Boyd Watterson Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Boyd Watterson Asset Management offer?

Boyd Watterson Asset Management offers Asset Management Services, Real Estate Management, and Fixed Income Management.

How many acquisitions has Boyd Watterson Asset Management made?

Boyd Watterson Asset Management has made 1 acquisition, including WoodAsset.com.

Who are Boyd Watterson Asset Management's investors?

Boyd Watterson Asset Management has 2 investors. Key investors include Titanium Asset Management Corp, and PNC.

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