Delegated Services
We provide OCIO and fiduciary management (FM) solutions, acting as an extension of your team. From portfolio design and manager selection to implementation, risk management, and governance support, we deliver end-to-end oversight. Our approach is fully bespoke because every client is unique. Crucially, our open architecture approach is fully independent which means that we build portfolios for clients using only best-in-class asset management talent. Our global scale provides cost-efficiencies that would not otherwise be available to clients.
Advisory Services
Independent, tailored advice across all aspects of investment policy. We help clients set objectives, design strategy, and manage transitions. Our advisory covers asset allocation, mandate design, manager research, and ESG integration - always bespoke, never off-the-shelf.
UK Institutional (who we are)
The UK Institutional team consists of dedicated professionals each of whom have been providing solutions advice alongside implementation expertise for decades. We work with UK institutional investors - including DB pension schemes, charities and endowments - helping each achieve their goals through innovative, tailored solutions.
You’ll work with a highly experienced team that combines technical expertise with responsiveness and collaboration. We own the problem- providing proactive ideas, rigorous analysis, and clear communication- so you can focus on strategic decisions with confidence.
What sets us apart
Independent advice – free from conflicts, focused solely on your best interests.
Bespoke strategies – designed around your goals, governance, and risk profile.
Quality service – clear communication, rigorous analysis, and proactive support.
Advice and execution – from strategic guidance to fully delegated solutions, including portfolio design, manager selection, and implementation.
Collaborative approach – working closely with clients and partners for better outcomes. |
Our milestones
Momentum Global Investment Management (MGIM) launched in UK, operating a range of multi-manager equity and fixed income funds.
MGIM launch first Global Equity Fund.
Signatory to UN PR.
MGIM launch Global Managed Solutions, range of risk-profiled funds.
Momentum Investment & Solutions Consulting (MISC) providing advisory to UK Institutional.
MISC responsible for >£10bn AUA. Richard Cooper appointed interim CIO for all Lloyds Bank Retirement Plans (c£50bn).
MISC Began undertaking OCIO responsibilities for select clients.
Global Sustainable Equity Fund launched.
MGIM celebrates 25th anniversary.
Market data
Responsible investing
ESG factors matter for long-term outcomes, so we integrate them into our advice and portfolio processes. We focus on engagement, not divestment, and support clients in setting stewardship priorities.