The Margetts name has been a feature of Birmingham business life, going back to the early years following the formation of the Birmingham Stock Exchange in 1845. Our long and rich family history has been a prominent feature throughout our growth, providing stability and long-term thinking. Our success is achieved through two operating divisions: Margetts Fund Management and MGTS.

Margetts Fund Management is a boutique investment firm, offering a comprehensive range of fund management services, with over 30 years’ experience in managing risk rated multi-manager funds. Our expertise focusses on asset allocation, portfolio construction and fund selection, enabling us to deliver seamless solutions tailored to many investment needs. Our core product, the funds, can be blended; or used independently to build a risk rated portfolio. To find out more, please visit: https://margetts.com/

MGTS is a trading style of Margetts Fund Management Limited which acts as an Authorised Fund Manager to Unit Trusts and Authorised Corporate Director (ACD) to OEICs with over 20 years’ experience. As an Investment Management led ACD, our expertise allows us to work alongside third parties combining professional governance structures and management. We work every day towards ensuring that Margetts is the UK's most respected and trusted independent ACD, fostering a strong, collaborative relationship with our Sponsors, Investors and Advisers alike. To find out more, please visit: https://mgtsfunds.com/

* Margetts Fund Management Limited is authorised and regulated by the FCA (FRN: 208565). Company Registration No. 04158249. This page is for information only and must not be considered as investment advice. Investors should seek professional advice before making any investment. The value of investments and the income derived from them can fall as well as rise. Capital is at risk so investors may not get back everything initially invested. Past performance is no guarantee of future performance.

Margetts

Matthew Jealous

This department focuses on ensuring regulatory compliance and conducting data analysis to support decision-making.

Compliance and Analysis

This department is responsible for analyzing and determining the pricing of funds.

Fund Pricing

This department oversees the administration and management of investment funds.

Fund Management

This department manages investment processes and client operations to ensure effective oversight and execution.

Investment Operations

This department oversees the integration of systems development and data management to enhance operational efficiency and customer service.

Systems and Data Management

This department oversees governance and strategic direction, ensuring effective oversight and independent guidance for the organization.

Margetts

Org chart

Teams

Compliance and Analysis

Fund Pricing

Fund Management

Investment Operations

Systems and Data Management

Board Management

Offices

Margetts

Org chart

Teams

Compliance and Analysis

Fund Pricing

Fund Management

Investment Operations

Systems and Data Management

Board Management

Offices

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