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
10 5月, 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 4月, 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.
17 2月, 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.