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.

What We Do

Investment Services

We are the Authorised Fund Manager / Authorised Corporate Director to Margetts and MGTS funds, we carry ultimate responsibility for the management of these investments. Our corporate governance is designed to provide layers of management and oversight through committees. Our values are central to everything we do and are designed to ensure that the investor is at the centre of our operations, that information is safe and secure, and investments are subject to rigorous regulatory protection.

We provide various governance and operational services linked to managing collective investment schemes.  Our regulatory permissions cover establishing, operating and winding-up Collective Investment Schemes ("funds").