Audience Selected - Institutional

Award-winning investment funds

How we can make a difference to your client portfolios

We are one of the UK’s leading independently owned investment management specialists and we’re working with a growing number of adviser firms as their investment management partner. We’ve been managing investments for more than 35 years and today we look after assets worth billions of pounds for individual, intermediary and institutional clients.

Institutional : Investment-management-single-strategy

Our single strategy funds

Our single-strategy funds cover a range of key global asset classes and have earned a succession of industry awards for the performance achieved for investors. In our most recent accolade, Marlborough European Special Situations was named Best European small and mid-cap equity fund over five years in the Refinitiv Lipper UK Fund Awards 2023. In 2022, Ausbil, investment manager of Marlborough Global Essential Infrastructure and Marlborough Global SmallCap, was named Fund Manager of the Year in the Financial Newswire/SQM Research Fund Manager of the Year Awards in Australia. In 2021, the FT Group named Marlborough Best Small to Mid-Sized Investment Group in the FTAdviser 100 Club Awards.

Multi-asset solutions

We offer a comprehensive managed portfolio service (MPS) providing active, passive or blended options. We’re also happy to discuss more bespoke options. Our portfolios are managed by our multi-asset investment team, who have more than 125 years’ combined experience. They’re led by our Chief Investment Officer of Multi-Asset, Nathan Sweeney, who has earned a place in the Citywire Wealth Manager Top 100 list of the UK’s most influential fund selectors. The team also manage our four risk-graded multi-asset funds, which, as with our MPS portfolios, are free to select from the best funds globally.

We want to understand what matters most to you, because we believe success is helping you make that difference.

You can contact our team to find out how we can make a difference for you.