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
Our Capabilities
Macro &
Multi-Asset
Risk Premia
Alternative
Solutions
Thematic
Equities
Responsible
Investing
Recent News
27 April, 2023
Fulcrum bats for diversity announcing sponsorship with Middlesex Cricket
Fulcrum is delighted to announce it has signed a three-year agreement to sponsor Middlesex Women, Middlesex Girls, the Sunrisers and Middlesex Cricket’s new charitable arm, Middlesex in the Community.
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.
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
Sign up to email subscriptions
We would like to share with you thought pieces, macro commentary and investment strategy research.