UK Advisory, OCIO and FM

Investment Advisory, OCIO and FM - we are experienced independent advisers, who are governance-model agnostic

We work with UK institutional investors - including DB pension schemes, charities and endowments - helping each achieve their goals through innovative, tailored solutions.  

"Working extremely closely with us as our OCIO, Momentum has consistently produced innovative ideas, implemented efficiently and delivered value."

– Chair of Trustees, £3.5bn pension scheme (Information and Communications Technology) 

We work with UK institutional investors - including DB pension schemes, charities and endowments - helping each achieve their goals through innovative, tailored solutions.  

“The team at Momentum have been outstanding in their support. Their approach is totally bespoke, and they think up creative ways to address and monitor our investment and financing requirements. I can’t recommend them highly enough.”

- CIO, £400m charity

We work with UK institutional investors - including DB pension schemes, charities and endowments - helping each achieve their goals through innovative, tailored solutions.  

"The Momentum team provide us with clear, innovative, and high-conviction investment advice. Ultimately, we have had consistent investment outcomes exceeding our goals over the years, comfortably navigating the volatile periods affecting our peers.  We highly recommend Momentum’s bespoke approach and team."

– Chair of Trustees, logistics company pension scheme

We work with UK institutional investors - including DB pension schemes, charities and endowments - helping each achieve their goals through innovative, tailored solutions.  

“The team at Momentum have worked diligently for us and the scheme members. Over many years they have led our thinking, consistently innovating, to help deliver better outcomes.” 

 - Chair of Trustees, defence company pension scheme