Fundamental Asset Management Limited is an independent, owner managed investment management firm with an unrivalled knowledge of the AIM market. It has successfully provided AIM Portfolio Management with Inheritance Tax planning to private investors, trusts and institutions for over 10 years.

Fundamental’s impressive track record is based on the intensive research that is necessary when investigating in smaller, lesser well-known companies. It has delivered successful bespoke equity strategies through all market conditions.

As well as expertise in the AIM market, Fundamental’s asset management service includes discretionary portfolio management and fund management.

Our asset management services encompass:

+ AIM Share Portfolio Management
+ AIM Shares for Inheritance Planning
+ Bespoke Portfolio Management
+ Inheritance Tax Planning
+ SIPP Management

Fundamental Asset Management Limited is authorised and regulated by the Financial Conduct Authority.

Fundamental Asset Management

Org chart

Teams

Offices

Fundamental Asset Management

Org chart

Teams

Offices

Related companies