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We will be completing essential updates to this website which will take place from 8:15am on Wednesday 1st February and will take up to 30 minutes.
If you need to contact us, please call 0121 236 2380 during office hours or email
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This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.

What We Believe In

Skill, Care and Diligence


This site provides you with information on our Authorised Corporate Director (ACD), Third Party Administration and Fund Management services as well as information on any funds for which Margetts provides these services. 


What We Do

Margetts is an independent specialist in fund management solutions, with a focus on technology to drive efficiency and provide bespoke solutions.

Our aim is to create investments that meet clients’ objectives and we believe in putting clients at the centre of our proposition. Your investment may go up or down and you may not get back everything you initially invest. 

We are an ACD managing both UCITS and Non-UCITS Retail Schemes based on bespoke requirements.

We are equally able to provide in-house multi-manager fund management for schemes or work with external fund managers, managing a full range of assets. 







Who We Are

We are a privately owned investment boutique and our aim is to provide investments which will achieve investors' objectives.

We have a long and rich family history, which has been a prominent feature throughout.  This provides stability and long term thinking.  Professional governance structures and management combine to prove a successful business with a heart.

Our company values set out our beliefs and what matters to us in order to build a successful long term relationship with you.  

Past performance is no guarantee of future performance. 

Download our Services Guide 

for information about our ACD and Third Party Administration.

Download Guide