- Financial mutual investment management
- Detailed sector knowledge
- Bespoke service
- Associate Member of the Association of Financial Mutuals (AFM)
Financial Mutuals
Meet obligations and match liabilities with our tailored investment management solutions for financial mutuals.
Our specialist Financial Mutuals team is dedicated to providing bespoke investment management solutions for financial mutuals and friendly societies. We have more than 20 years’ experience in discretionary investment management in this sector.
Backed by our commitment to individual client service, we help financial mutuals and friendly societies to:
- Meet their regulatory obligations
- Match their liabilities
- Achieve optimal returns with minimal risk
Partnership
Financial mutuals and friendly societies have a long and honourable history in the UK. We are proud to service the investment needs of many of them.
We take our ties with financial mutuals very seriously. For example, as Associate Members of the Association of Financial Mutuals (AFM), we support key industry events and attend the annual AFM conference.
How to apply
If you’d like to learn more about how we can help with investment management for financial mutuals, contact James Bedingfield on 0114 275 5100 or send an email.
The value of investments and the income derived from them can go up as well as down and you may not get back your initial investment.
Contact our Financial Mutuals Team
Wealth & Investment Research Publications
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Research Publications for Individual Clients
Further information
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Financial Mutuals brochure
Related Links
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Association of Financial Mutuals (AFM)
