Fulcrum Asset Management assembles strategic adviser panel

Share on linkedin

London 22 September 2021:

Fulcrum Asset Management has assembled a panel of strategic advisers as it experiences increasing demand for illiquid investments through its Alternative Solutions business. The panel will offer an additional layer of analysis and consultation regarding longer-term investments, enhancing Fulcrum’s existing capability in the area.

The three inaugural panel appointees are property expert Julian Stocks, a partner at Knight Frank, alternatives expert Nathan Peters and credit expert Ed Britton.

Head of Fulcrum’s Alternative Solutions, Matthew Roberts, believes that it is beneficial to seek independent expert opinions given the long-term idiosyncratic nature of these investments.

“We are excited by the growing demand for bespoke illiquid arrangements from investors, and while we have our own deep expertise in this area, a wide range of expert opinion can only enhance the decision-making process, particularly given the long-term nature of the investments.”

Julian Stocks has 30 years’ property experience in the UK and Europe, and along with his team at Knight Frank runs a series of high-profile active property portfolios and large single assets, with approximately £3bn under management. Ed Britton was a director, specialising in credit research at Willis Towers Watson, where he had served for more than 12 years before retiring in 2018. Prior to this he had been a fund manager at both Baring Asset Management and Newton Investment Management. Nathan Peters is a freelance adviser specialising in the alternative investment industry. As a former portfolio manager with Fulcrum, Nathan knows the firm, and the industry extremely well. In particular, he will bring expanded coverage of the Australian marketplace.

The new panel is in keeping with Fulcrum’s thoughtful and research-oriented culture.

Matt Roberts said: “Additional, independent advice supplied by these industry leaders will help us to maximise the chances of achieving our clients’ objectives in this interesting opportunity set.”



Recent News

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.
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
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. 
04 October, 2022

Sustainability integration important to overwhelming majority of investors

To coincide with Good Money Week, 3-7 October 2022, Fulcrum Asset Management asked professional investors their views on how important it was that sustainability is integrated into the overall investment process, as part of their asset allocation selection criteria.
Your privacy

Cookies are data files that are stored on your computer or other smart device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers. Cookies are useful as they allow us to recognise a user’s device and its preferences in order to ensure that our website works properly. By continuing to use this website, you consent to the use of our cookies.


You can find out the different types of cookies used on our website in our Cookies and Data Privacy Policies.

Necessary cookies