What do we offer?
Discretionary Investment Management
Our primary business in the UK is to provide investment management to Private Clients, Charities and Companies / Pension Schemes. The majority of clients are introduced to us by their Financial Adviser, to ensure that their complete financial needs are being met, we just look after the day-to-day portfolio management of their money. We have also passported our business to Portugal, specifically to provide the expatriate community with quality advice, to UK regulatory standards.
We have also helped other investment teams become independent and establish their own businesses. This could be use of our Regulatory licence and could also extend to use of our offices and systems. We are always keen to discuss new opportunities, but with the caveat that both sides must be comfortable with our ethos and values.
We are also experienced Fund Managers, and currently are responsible for the MFM UK Primary Opportunities fund.
Don’t just take our word for it, we have been independently reviewed by ARC Group, and you can read their factsheet here.