Psigma Investment Management announces they have surpassed £3bn in assets under control (AUC).

Psigma Investment Management is delighted to announce that they have broken through £3bn in assets under control in April 2019.

Psigma’s growth in assets was driven by a number of key factors, including investment performance, engagement with an ever increasing number of external advisers and growing success in attracting and managing portfolios of charities.

Since launching in 2002, Psigma continues to provide a range of investment solutions for private clients, via professional advisers, pension schemes, trusts and charities.

As pioneers of inflation-plus investing in the UK wealth management industry, Psigma focuses on growing the real value of assets over the long term, whilst protecting wealth in volatile markets.

Psigma’s asset allocation and fund selection expertise are accessible in a wide range of solutions, from bespoke portfolios to a range of diversified, multi-asset managed portfolios as well as specific services focused on fixed interest, equities and AIM inheritance tax (IHT) solutions.

In December 2018, Psigma launched its multi-asset fund range, partnering with fund administrators Maitland Institutional. The funds are managed by CIO Thomas Becket and his team, who have managed to deliver excellent performance over the last 15 years, with outperformance against industry benchmarks over the short, medium and long term.

Commenting on the milestone, John Howard-Smith, Chief Executive Officer of Psigma Investment Management, said:

We are delighted to have reached this milestone, it is testimony to Psigma’s commitment to our core investment proposition of growing the real value of our clients’ assets over the long term. This remains unchanged from when we first started our company in 2002.

We are grateful to our clients and partners for the support they have shown us. We look forward to the continued success of Psigma and we are confident that we can continue to enhance the services we offer clients and to capture future growth opportunities in the wealth management industry.

Key Milestones in Psigma’s History:

2002 Psigma established
2004 Managed Portfolio Service (MPS) launch
2010 £1bn AUC
2012 Launch of Psigma Fixed Interest Portfolio Service
2013 Psigma opens Birmingham office
£2bn AUC
Psigma acquires AXA Framlington’s private client business
2014 Psigma opens Edinburgh office
2015 Launch of Psigma AIM IHT Portfolio Service
2016 Launch of Investment Solutions for Charities
2018 Launch of Psigma Multi-Asset Fund of Funds Range
2019 £3bn AUC

About Psigma Investment Management

Psigma Investment Management is a privately owned Discretionary Fund Manager (DFM) offering investment solutions to private clients, charities, trusts and pension schemes. Launched in 2002 we now have £3bn of assets under control (as at 3rd April 2019).

Psigma is dedicated to inflation-plus investing, a philosophy that grows and protects the real value of our clients’ assets. Using dynamic asset allocation and being early adopters of a multi-asset approach, we provide investment portfolios that are constructed to deliver a return above inflation.

Psigma is part of the Punter Southall Group of companies.