London, DTBC – Fulcrum Asset Management (Fulcrum) confirms that Matthew Roberts is joining as a Partner. He will be responsible for the creation of a new Alternatives Group that will invest in real assets and credit.
Matthew joins from Willis Towers Watson where he was a portfolio manager for the Towers Watson Partners Fund and related strategies amounting to $10 billion. Prior to this he ran its multi-asset and multi-strategy hedge fund research teams.
Commenting on the appointment, Andrew Stevens, Fulcrum’s Chief Executive said: “Given our macro focus, clients are increasingly asking us for help with their real asset and credit allocations. These asset classes will continue to grow in their importance as investors diversify and strengthen their portfolios. Led by Matthew, the new Alternatives Group at Fulcrum will provide an attractive investment solution for our clients.”
Hugo Mortimer-Harvey / Sam Emery
email@example.com / firstname.lastname@example.org 020 7466 5054 / 5056
Founded in 2004, Fulcrum Asset Management is an independent, employee owned business with a global client base of institutions, wealth managers and private investors. It has assets under management of £4.9bn. The Fulcrum team totals 66 individuals that includes economists, asset class specialists and researchers.
Fulcrum provides investors with both multi-asset solutions and the component parts of these solutions as independent standalone strategies. The Discretionary Multi-Asset Funds are Fulcrum’s Diversified Growth, Diversified Absolute Return and Diversified Core Absolute Return strategies. The component parts available as individual funds include Fulcrum Fixed Income Absolute Return and Fulcrum Commodity strategies as well as a range of Alternative Beta strategies. All Fulcrum funds offer transparency, liquidity and competitive fee structures.
For materials in relation to AIFs: This material is being issued in the United Kingdom by the AIFM and/or is directed only at persons who are professional investors for the purposes of the Alternative Investment Fund Managers Regulations 2013 and is accordingly exempt from the financial promotion restriction in Section 21 of the Financial Services and Markets Act 2000 (“FSMA”) in accordance with regulation 29(3) of the FSMA (Financial Promotions) Order 2005. The opportunity to invest in the Fund is only available to such persons in the United Kingdom and this material must not be relied or acted upon by any other persons in the United Kingdom. For materials in relation to UCITS: This material is being issued in the United Kingdom by EEA UCITS Investment Manager, and/or is directed at, persons to or at whom it may lawfully be issued or directed under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 including persons who are authorised under FSMA (“authorised persons”), certain persons having professional experience in matters relating to investments, high net worth companies, high net worth unincorporated associations or partnerships, trustees of high value trusts and persons who qualify as certified sophisticated investors. The interests are only available to such persons in the United Kingdom and this material must not be relied or acted upon by any other persons in the United Kingdom.