Scheduled Maintenance

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
Apologies for any inconvenience caused.

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.

Fund Management

We provide Fund Management Services to several ranges of funds.  We specialise in asset allocation and manager selection for multi-manager funds.
Our longest running fund range dates back to 1995, with the Risk Rated funds, that continue today.  More information can be found on our Margetts website.

This experience has not only led to our success, but also gives us an edge in assisting with the selection and management of external fund managers.

Our ACD and third party administration solutions work equally well with external managers, where discretion is delegated to another authorised fund management company, as it does with our own fund management team.