Clients
Artemis Investment Management
Artemis is a dedicated investment management house specialising in active equity management. Established in 1997, Artemis manages assets of £14.7bn (as at 30/03/2007) and investments are spread across a range of unit trusts, an investment trust, hedge fund products, venture capital trusts, an international SICAV as well as segregated institutional portfolios. Artemis employs 90 people, including 14 fund managers. It has a range of ten retail unit trusts and four institutional unit trusts (launched in March 2005).
Bramdean Asset Management
Bramdean is the new asset management business set up by Nicola Horlick. An institutional multi-manager, with complementary consultancy business, Bramdean offers flexible portfolio construction and access to the highest quality fund managers with the objective of achieving out performance. In November last year the company also launched Bramdiva, a private wealth management company aimed primarily at women.
db mortgages
db mortgages is the mortgage lending group of DB UK Bank Limited, part of the Deutsche Bank Group, one of the world’s leading investment banks. db mortgages was launched in Spring 2006 and offers mortgages via intermediaries in the specialist and non-conforming sectors, as well as in the buy-to-let market. Distributing through packagers, db puts particular emphasis on the quality of its technology, in creating easy to use processing for intermediaries.
e.surv Chartered Surveyors
e.surv is one of the UK’s leading chartered surveyors and the largest distributor of mortgage valuations. The company offers its services to both private sellers and buyers in addition to the institutional market. The company’s core business is the provision of valuations and related information for the leading building societies, packagers and brokers. In addition to the 450,000 cases it completes directly, e.surv distributes over 180,000 jobs each year in its capacity as a panel manager. In 2004 e.surv and Your Move estate agents completed a management buy-out.
Eclectica Asset Management
Eclectica Asset Management was founded in 2005 by two ex-partners of Odey Asset Management, Hugh Hendry and Simon Batten. It was established on the premise of performance-driven absolute return investing. With current assets under management of around $600m, Electica Asset Management manages European and Global mandates and currently offers three regulated investment products (UCITS) and one offshore hedge fund.
Flaxman Partners
Flaxman Partners provides independent insurance and professional liability advice. The company specialises in all aspects of professional governance, liability risk and claims management support. Its unique service is based on over 30 years of market knowledge and practice designed to protect businesses, enhance performance and reduce costs. Amongst its clients, Flaxman Partners advises the Royal Institution of Chartered Surveyors, the Royal Institute of British Architects and the British Insurance Brokers Association.
Jupiter Unit Trust Managers
The companies that form the Jupiter Group manage £12.9bn worth of assets (as at 31st October 2005) and look after over a million unit holdings for their investors, both individual and institutional. Their offer includes private clients, institutional, retail investment, hedge funds and pensions.
Jupiter offers 28 unit trusts and six investment trusts, as well as tax efficient investments. They cover a wide range of geographical areas, but principally specialising in the UK and Europe. Jupiter has also been at the forefront of developments in ethical investment practices and has a team of specialist managers dedicated to socially responsible investing.
Midas Capital plc
Midas Capital plc (MDS), formerly iimia MitonOptimal plc, has three divisions involved in fund management, wealth management and, corporate finance and broking. MDS plc is headquartered in Exeter, with offices in Liverpool, Bournemouth, Falmouth, Guernsey, Plymouth, Northampton, Reading and Capetown. Intelli Corporate Finance Ltd has offices in London and Edinburgh. MDS plc has expanded rapidly since it was formed in 2001. Originally conceived as a private client investment manager founded by two legal firms in Exeter and a team of financial service industry professionals, the group has expanded geographically and in the range and scale of activities covered.
Retirement Plus
Retirement Plus is a Milton Homes company which specialises in providing equity release products. The Retirement Plus Property Plan is a home reversion plan which allows UK residents aged 65 or older to receive full market value for a share of their property at the start of the plan, in return for which they grant Retirement Plus an option to acquire an increasing beneficial share in the property over the life of the Plan. Significantly, this product means the owner can release their share of the property over time, rather than giving up the full amount at inception. The homeowner can also elect to retain a “protected share” of the property. Retirement Plus is authorised and regulated by the FSA and is a member of SHIP.
Ruffer LLP
Ruffer is an independent business owned by members of the partnership and former employees. It was founded by Jonathan Ruffer, Viscount Tamworth and Jane Tufnell in 1994. The quality of staff is fundamental to the service Ruffer offers to its clients, it recruits and retains people with exceptional institutional experience. Ruffer has a dedicated research team to generate both asset allocation and stock selection strategies. The investment style is implemented within client portfolios by a dedicated team of investment directors who maintain client relationships and manage portfolios. In 2004 the business formed an LLP, to which it transferred all its investment business. The firm combines the best industry standards of administration with an investment approach which is distinctive and has proven attractions for clients. Ruffer LLP looks after investments on a discretionary basis for private clients, trusts, charities and pension funds. It also manages collective (OEIC) funds.
Tactica
Tactica was established in January 2006 initially to service an international and predominantly institutional client base. Using their knowledge of running asset management companies, the founding directors have looked to address new attitudes towards investment management and responsibility in today’s financial markets. This has led to the design and construction of the S&W TACTICA Asset Portfolios that are now the bedrock of a compelling UK proposition. Mainland will be working with Tactica to promote the launch of a retail product range.
Tri Investments
Tri Investments is an open architecture, investment boutique focusing on developing specialist investment products for the professional and sophisticated investor market. The company was founded by Chris Finch, former head of pension’s product development at HSBC Asset Management. In June 2005, Tri launched its first product, the European Residential Property Fund, an open-ended, Qualifying Investment Scheme managed by FCM Salamanca (Fleming Family & Partners Capital Management LLP & Salamanca Capital). Tri plans to launch further funds in the future.
Truestone
Established in 1986, Truestone Asset Management presently incorporates two divisions, Wealth Management and Employee Benefits. Between them they have many corporate and several thousand individual clients. The Employee Benefits division provides a full range of consultancy and administration services to small and mid-sized companies. The division continues to offer a personal service for employees of its corporate clients and maintains long-term relationships, based on excellence and commitment. The Wealth Management division provides holistic personal financial planning services to a wide range of private clients. Truestone also has a particular interest in corporate and social responsibility and charitable giving. The Company has grown significantly over the last three years and the team and directors are looking forward to continued growth with further expansion of services expected during 2007.
Unigestion
Unigestion is a privately owned company managing assets for institutional clients (90%) and high net worth families (10%). The company focuses exclusively on the management of innovative, highly active strategies spanning the private and public capital markets, and seeks to deliver consistently superior risk-adjusted returns within the context of each client’s long-term asset allocation. Unigestion’s investment platform offers four distinct means of generating superior risk-adjusted returns: Minimum Variance Equities (quantitative equity products), Hedge Funds of Funds, Private Equity Funds of Funds, and Multiassets and asset allocation. Unigestion is aligned with its clients since it has more than €100 million of its own equity invested within its products. The company has 123 employees and is based in Geneva with offices in London, Paris, New York, Guernsey and Munich.
VAM Funds
VAM is an asset management company founded in 2001 that provides wealth management solutions through a range of managed funds and underlying funds. VAM works with Driehaus Capital Management and Fleming Family & Partners and advises on over £170m. The business is based in Johannesburg, South Africa with the funds domiciled in Luxembourg.
