About Us

Margetts has a long and rich history in financial markets which can be traced back to 1845. In its current format the firm began to provide portfolio management services to private clients, pension funds, professional trustees and corporations in 1981 and are proud of the fund performance and additional value which has been added to our clients’ portfolios.

Our performance has attracted professional acknowledgement with the Margetts Fund Management team winning numerous awards for investment management over the years.

Having built a library of research from our fund management operations, in 2012 the firm decided to introduce a new service allowing members to access our library of fund research on a subscription basis.

The service allows advisers to access professional, in-depth and independent research.  Margetts do not charge fund providers or accept any other inducement for writing research on funds, ensuring that conflicts of interest do not arise and setting a new standard in fund research.

In addition to research, members can access model portfolios with supporting documents to explain the asset allocation and fund selection.

The purpose of our service is to allow firms to outsource fund management to a professional team with a strong track record for a fraction of the cost of implementing internal resources.