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.
Collaborative approach – working closely with clients and partners for better outcomes.
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Our milestones
Momentum Global Investment Management (MGIM) launched in UK, operating a range of multi-manager equity and fixed income funds.
MGIM launched its first Global Equity Fund
became a signatory to the UN Principles for Responsible Investment (PRI).
MGIM launched the Global Managed Solutions, a range of risk-profiled funds.
UK Institutional provision expands into Solutions under the Momentum Investment Solutions & Consulting (MISC) brand; offering enhanced advisory and implemented capabilities.
MISC responsible for >£10bn AUA. Richard Cooper appointed interim CIO for all Lloyds Bank Retirement Plans (£50bn).
MISC began undertaking OCIO responsibilities for select clients.
Global Sustainable Equity Fund launched.
MGIM celebrates 25th anniversary.

Responsible Investing
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Integrated into advice and portfolio processes for better long-term outcomes.
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Focused on stewardship and engagement, not blanket divestment.
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Helping clients define stewardship priorities and measure climate risks.
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Learn more on our Responsible Investing page page and explore our latest UK Stewardship Report.
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Proud member of the Investment Consultants Sustainability Working Group (ICSWG)


