Margetts
Margetts is a financial services firm that provides investment management and advisory services. They offer a range of risk-rated funds and tools for investors and financial advisers.
- Margetts Risk Rated Funds
- Adviser tools and resources
- Investment management services
- Research and portfolio modelling services
Locations
Competitors
Sterling Investments is an independent fund management company based in Britain, focused on providing capital growth to investors by investing in first-rate businesses led by first-rate people.
Longview Partners is a specialist asset management firm focused entirely on the management of global portfolios.
Company Details
Margetts is operated by Margetts Fund Management Limited and is a Active company incorporated on 12 February 2001 with the registered office located in Birmingham, West Midlands. Margetts Fund Management Limited was registered 24 years ago.
Status
Active
Size
Medium
Directors
8
Age
24 years old
Employees
75
Turnover
£39.65M
Total Assets
£52.1M
Cash in Bank
£5.93M
Total Liabilities
-£45.67M
Teams
46
16
13
7
6
3
11
Executive Chairman
Chairman
CEO
Chairman, Investment Risk Committee. • Joined Oct 2023
Independent Non-executive Director • Joined Jan 2024
Chief Operating Officer • Joined Sep 2002
Fund Manager • Joined Jul 2021
Data Manager • Joined Jan 2023
Investment Oversight Manager • Joined Jul 2024
Dealing & Registration Manager • Joined Jul 2018
Senior Analyst • Joined Jun 2017
Investment Oversight Manager • Joined Jul 2024
Head Of Investment Operations • Joined Sep 2020
Pricing Administrator • Joined Mar 2015
Pricing Analyst • Joined Oct 2024
Fund Management Administrator • Joined Apr 2023
Principle Finance Administrator • Joined Oct 2023
Fund Management Administrator • Joined Jan 2024
Fund Pricing Analyst • Joined Feb 2016
Fund Pricing Analyst • Joined Nov 2023
Executive Chairman
Chairman
CEO
Independent Non-executive Director • Joined Jan 2024
Chief Operating Officer • Joined Sep 2002
Fund Manager • Joined Jul 2021
Head Of Client Operations • Joined Apr 2021
Head Of Investment Operations • Joined Sep 2020
Head Of Audit And Compliance • Joined Aug 2024
Client Services Representative • Joined Jul 2022
Data Manager • Joined Jan 2023
Data Specialist • Joined Oct 2023
Senior Operations Developer • Joined Aug 2017
Full-stack Developer • Joined Mar 2024
Senior Analyst • Joined Jun 2017
Data Analyst • Joined Apr 2023
Data Management Team Leader • Joined Nov 2022
Head Of Client Operations • Joined Apr 2021
Client Services Representative • Joined Jul 2022
Client Services Specialist • Joined Jan 2025
Customer Success • Joined Apr 2007
CSA • Joined Jan 2025
Client Services Team Leader • Joined Jan 2025
Senior Compliance Specialist • Joined Nov 2024
Senior Compliance Specialist • Joined Jan 2020
Senior Internal Auditor • Joined Feb 2022
Chairman, Investment Risk Committee. • Joined Oct 2023
Dealing & Registration Manager • Joined Jul 2018
PA | Office Manager • Joined Aug 2013
Investment Oversight Specialist • Joined Jul 2021
Employee
ACD Investment Oversight • Joined Jan 2025
INED, Chair Of Audit & Compliance Committee, Remuneration Committee, Consumer Duty Champion • Joined Jan 2024
Dealing And Registration • Joined Mar 2025
Senior Fund Financial Reporting Accountant • Joined Jan 2025
Dealing And Registration • Joined Mar 2025
View 46 members