How we work with wealth managers
We work with you, offering specialist investment portfolios
Whether your clients need to grow their capital for future generations, build up their retirement pot, or manage their investments against current and future risks, we have well-established processes and a proven track record to help you manage your investments.

A long-term partner focused on helping you
We pride ourselves on personable, long-term relationships with our clients. We are keen to meet or talk with you and develop an in-depth understanding of your needs, so that we can offer you the most appropriate products and services that suit your clients’ needs.
You have access to dedicated relationship teams who can ensure that all your questions about our funds and services are answered. Where appropriate, we are also flexible to work with you in building specific solutions for your clients’ needs.
Your needs inform the way we structure our services. We have in-house teams specialising in equities, as well as macro and multi-asset alternative investment solutions, and derivatives management. Our pooled funds include:
Specialist UK Funds

Specialist UK funds
Specialist UK funds which invest for income, growth and total return, alongside strategies for smaller companies and microcap investments.
International equities

International equities
International equities including European, emerging market and global funds.
Macro and multi-asset based products

Macro and multi-asset based products
Macro and multi-asset based products that may include equities, fixed income, credit, property, cash and currencies.
Latest perspectives
Why UK Smaller Companies in 3 charts
Why UK Smaller Companies in ...
Whilst you need to go back to 1989 for a worse period of small cap…
3 min readPVT Equities: A review of 2022 and a look ahead
PVT Equities: A review of ...
R&M's Head of Equities, James Sym, looks back over the year as 2023 approaches.
Learn moreWhy investors shouldn’t ignore Europe
Why investors shouldn’t ignore Europe
James Sym, Manager of the ES R&M European Fund, discusses the fund's performance, lessons learned…
Learn moreCleansing capitalism’s karma (video)
Cleansing capitalism’s karma (video)
William Lough and Laura Corbetta talk through the hypothesis, research methods and conclusions behind our…
Learn more