Momentum Global Investment Management

Momentum Global Investment Management

Momentum Global Investment Management was established in London in 1998 by Richard Stott and a team of investment professionals who saw an opportunity to deliver institutional multi-asset management through a manager-of-managers approach. The firm emerged from the conviction that selecting best-in-class external managers — rather than building large in-house single-strategy teams — could provide clients with genuinely diversified, risk-aware portfolios. From its London base, the firm serves pension funds, charities, financial advisers, and private clients across the UK and internationally. The firm's investment strategy centers on constructing multi-asset portfolios by blending external managers across asset classes. Core allocations span global equities, fixed income, and alternatives — including property, infrastructure, and absolute-return strategies — with tactical tilts driven by the firm's in-house asset allocation committee. Rather than picking individual securities, Momentum evaluates and combines specialist fund managers, often gaining access to institutional share classes at competitive fee levels. Geography-wise, the firm allocates across developed markets — notably the UK, US, and Europe — alongside select emerging-market exposures when the macro case supports it. Momentum's scale and team structure remain privately held details. The firm operates from its London headquarters, with distribution arrangements extending into channels serving UK financial advisers and offshore investors. It complements its core multi-asset portfolios with bespoke discretionary services and model portfolios designed for adviser platforms. The firm's investment committee, drawing on decades of manager research, drives asset allocation decisions and ongoing oversight. No dedicated venture, private equity, or real-asset subsidiary vehicles are publicly known to operate alongside the core asset management business. What structurally distinguishes Momentum is its pure manager-of-managers model within the multi-asset space — a framework that avoids the embedded conflicts of proprietary fund distribution seen at vertically integrated wealth managers. By acting solely as an allocator and blending external managers, the firm aligns its interests with selecting the strongest funds available rather than manufacturing in-house capacity. This architecture gives institutional and private clients a single multi-asset portfolio while accessing specialized investment talent they could not easily assemble on their own.