Margetts Fund Management

Margetts Fund Management is an independent, privately owned investment boutique based in Birmingham, England. Specializing in risk-rated multi-manager funds, Margetts focuses on providing superior returns for the level of risk undertaken. They offer a range of four risk-rated funds designed to meet the needs of various investors, allowing them to choose the risk they are comfortable with. The company prioritizes transparency and client focus, evident in their detailed website content, clear disclosures, and adherence to regulatory guidelines.

Margetts boasts a long family history in the financial industry, dating back to the formation of the Birmingham Stock Exchange in 1845. The company's heritage provides stability and long-term thinking, a key factor in their investment philosophy. Margetts is committed to continuous professional development, investing in their staff and implementing new technologies to improve services and ensure the investor remains at the center of their operations. Their dedication to responsible business practices is reflected in their B Corp certification, signifying their commitment to social and environmental impact.

Margetts offers a comprehensive benefits package to its employees, including discretionary bonuses, company-matched pension contributions, death in service benefit, and private healthcare. The company also supports a policy of continuous professional development and relevant qualifications, with the expectation that employees will seek to increase their knowledge and skills through regular training.

Margetts Fund Management is an independent, privately-owned investment boutique based in Birmingham, UK. Specializing in risk-rated multi-manager funds, Margetts' mission is to provide investors with actively managed investments that meet their individual risk profiles and financial goals. Their approach emphasizes long-term, diversified, and rational investments, supported by a layered investment process that ensures objectivity and thorough analysis. They are committed to a culture of skill, care, and diligence, and are proud to be a B Corporation, demonstrating their dedication to social and environmental impact.

Margetts Fund Management promotes a culture built on skill, care, and diligence. They prioritize long-term thinking, transparency, and a commitment to both financial success and ethical behavior. This is evident in their approach to investing, their commitment to their employees, and their decision to become a B Corporation, demonstrating their dedication to positive social and environmental impact.

Margetts Fund Management is committed to fostering a diverse, equitable, and inclusive workplace. They actively promote a culture of acceptance and welcome applicants from all backgrounds, ensuring that everyone feels supported and included throughout the recruitment process. They believe that embracing diversity strengthens their company and enhances the value they bring to their clients.