Partnering with Us

Fulcrum offers a range of compelling investment capabilities, though we recognise that our pooled funds may not meet your specific investment criteria or objectives.

We have over 15 years of experience developing and delivering customised solutions, which includes a number of white labelled offerings, for our clients. We would be pleased to partner with you to build a tailored portfolio based on our internally managed capabilities as well as to develop bespoke open-architecture portfolios.

To ensure we develop the best possible solution, we will engage in the following process with you:

Establish investor needs and objectives
Solution design
Refine investment toolkit
Portfolio and risk management
Ongoing consultation and relationship

Source: Fulcrum Asset Management, for illustrative purposes only.

Links to our capabilities are included below

Macro &
Multi-Asset

Risk Premia

Alternative
Solutions

Thematic
Equities

Responsible
Investing

Recent News

10 May, 2022

Fulcrum drives US expansion with new hire

Fulcrum Asset Management announces the appointment of Chris DeMeo as Head of Solutions, North America. He joins from abrdn, where he was Head of Americas within its Client Solutions Group.

26 April, 2022

Three new Partners for Fulcrum Asset Management

Fulcrum Asset Management is pleased to announce that Emma Pickering, Juan Antolin-Diaz and Philip Strother are joining the Partnership, bringing the total number of partners to 15.

25 February, 2022

Fulcrum joins the Net Zero Asset Managers Initiative (NZAMI)

17 February, 2022

Money Maze Podcast, with Gavyn Davies

In this Money Maze Podcast, our Chairman, Gavyn Davies, discusses why the inflationary pressures of today aren’t quite comparable to the 1970s (when he acted as an adviser to the Labour governments of Harold Wilson and Jim Callaghan).

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We would like to share with you thought pieces, macro commentary and investment strategy research.

Partnering With You