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
The chart with arrows shows different solutions

Our Capabilities

Temple

Macro &
Multi-Asset

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Three Gears

Risk Premia

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Shield

Alternative
Solutions

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Connection to web

Thematic
Equities

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Worldwide

Responsible
Investing

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Recent News

02 March, 2023

Lisa Gordon joins Fulcrum’s Management Board

Fulcrum Asset Management (Fulcrum) announces the appointment of experienced Board member, Lisa Gordon. Lisa joins Fulcrum as an independent advisor to the Board.
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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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10 October, 2022

An introduction with Fulcrum’s investment team

Chief Investment Officer, Suhail Shaikh talks briefly through Fulcrum's investment team and how it employs deep macro research as part of the overall investment process. 
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