Momentum Global Investment Management

A central investment committee, supported by a dedicated manager research team, drives asset allocation and fund selection under the leadership of the firm's co-founder and Managing Director, Richard Stott. The committee sets strategic and tactical asset allocation across multi-asset portfolios and oversees ongoing monitoring of the external managers selected. This governance structure centralizes decision-making while allowing portfolio construction to draw on specialist external talent.

Momentum employs a dedicated manager research function that screens, meets, and conducts due diligence on third-party fund managers globally. The firm evaluates factors including investment philosophy, team stability, process discipline, and alignment of interests, aiming to identify specialists who can deliver excess returns within their asset-class mandate. By aggregating multiple external managers, Momentum constructs diversified portfolios that reduce single-manager risk.

Momentum operates as a conventional asset manager regulated in the United Kingdom, not a family office. It provides multi-asset portfolio management services to institutional clients — including pension funds and charities — as well as private clients and financial advisers. There is no public indication that the firm manages a single-family pool of capital.

Momentum's model relies almost entirely on fund commitments to external managers rather than direct security selection. The firm constructs multi-asset portfolios by selecting specialist third-party funds across equities, bonds, property, infrastructure, and absolute-return strategies. This approach allows clients to access institutional-grade fund strategies through a single managed portfolio.

The firm allocates across global equities, fixed income, and a range of alternative assets including property, infrastructure, and absolute-return strategies. Tactical shifts between asset classes are guided by the investment committee's macro views, while the underlying exposures are implemented through external specialist funds. The resulting portfolios are designed to be diversified, risk-aware, and adaptable to changing market conditions.