Partnering With You

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

Temple

Macro &
Multi-Asset

Click here
Three Gears

Risk Premia

Click here
Shield

Alternative
Solutions

Click here
Connection to web

Thematic
Equities

Click here
Worldwide

Responsible
Investing

Click here

Recent News

17 March, 2023

Square Mile – A Spotlight On: Investing in alternatives

The uncertain market backdrop and higher volatility seen in 2022 left many questioning the effectiveness of the traditional 60/40 portfolio and looking to other areas of the market for diversification, namely alternatives.
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02 March, 2023

Fulcrum wins best ESG Investment Fund (Climate-Alignment) at 2023 ESG Investing Awards

Fulcrum Asset Management (Fulcrum) is delighted to announce that its climate change fund has won the Best ESG Investment Fund, in the Climate Alignment thematic fund category at this year’s ESG Investing Awards.
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03 November, 2022

What I bought last (DAR)

In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum's Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky.
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18 October, 2022

Fulcrum unveils its new brand look and announces the appointment of Edward Osborne-Fardon as Marketing Director

Fulcrum Asset Management is pleased to announce the appointment of Edward Osborne-Fardon as Marketing Director, after joining as interim marketing consultant in July 2021
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