Margetts

Margetts

Investment-Management

Company Tagline

Fund Management & ACD Services

Industry Category
Investment-Management
Company Description

Margetts is a leading name in Investment Management, with a strong presence in Birmingham since the early days of the Birmingham Stock Exchange in 1845. With a rich history, Margetts provides stability and long-term thinking in fund management and ACD services.

Margetts Fund Management specializes in fund management solutions, leveraging over 30 years of experience in managing risk-rated multi-manager funds. Their active management techniques enhance returns based on the level of risk undertaken, allowing clients to choose the level of risk exposure aligned with their unique situation and investment horizon. The core product, the funds, can be blended or used independently to construct a risk-rated portfolio.

MGTS, an operating division of Margetts, acts as an Authorised Fund Manager to Unit Trusts and Authorised Corporate Director (ACD) to OEICs, backed by over 20 years of experience. As an Investment Management-led ACD, MGTS combines professional governance structures and management expertise, working collaboratively with Sponsors, Investors, and Advisers. The primary address is in Birmingham, GB. We invite the manager of Margetts to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Lisa Scott Matthew Jealous CFA George Kane Dip PFS Naveen Kumar Mallavarapu

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Alternative Company Names

This company is also known as

Margetts 马吉茨 मार्गेट्स مارجيتس Маргеттс