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What difference are you looking to make?
Why work with us?
You’re committed to delivering first-class outcomes for your clients – and we offer a range of outstanding services designed to help you do exactly that.
Our award-winning single strategy funds, multi-asset solutions, and portfolio unitisation service, have all been designed to help financial advisers succeed and grow their businesses by providing an exceptional service for clients.
We believe in building long-term relationships with advisers, supported by our team of industry experts and a passionate ‘can-do’ attitude that we apply to everything we do.
We’ll work in partnership with you, sharing the experience we’ve built up over 40 years in the investment world to support your business at every stage of its growth. By shouldering some of the burden, we can free up time for you to work on building your all-important client relationships.
It’s this partnership approach and commitment to exceptional service that sets us apart – helping us make a difference for your clients, and your business.
Awards and Accolades
- Our international multi-asset portfolios earned the title International DFM Fund/Product of the Year in the 2024 Investment International Awards.
- Marlborough European Special Situations earned the title Best European Small and Mid-Cap Equity Fund over 10 years in the 2024 LSEG Lipper Fund Awards.
- Our Special Situations and Multi Cap Income funds are rated by Rayner Spencer Mills and six of our funds have Elite or Elite Radar ratings from FundCalibre.
- Our CIO of Multi-Asset Nathan Sweeney and Head of Investments - Multi-Asset Raj Manon, were selected for Citywire Wealth Manager’s Top 100 for the second year in a row, which is the annual list of the UK’s foremost fund selectors.
- Richard Hallett, Manager of Marlborough Multi-Cap Growth, was shortlisted for the FE fundinfo Best Alpha Manager – UK Equities 2024 award.
- Three of our fund managers, Eustace Santa Barbara, Richard Hallett and David Walton are FE fundinfo Alpha Managers. Only the top 10% of UK managers receive this accolade, representing those managers who are “the very best of the best” in the industry.
