Private client investment managers looking after investments for people who value a truly personal service. Our client base has been growing steadily since 1982, building on the foundations established by Peter Hill-Walker. With a broad range of investment backgrounds our Investment Managers are dedicated to providing the very best service to our clients.
Whilst based in North Yorkshire, our reputation draws clients to Maunby from all over the country and overseas. We travel all round the country and are frequently in London. Maunby Investment Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our Firm Reference Number (FRN) is 114428.
Whilst based in North Yorkshire, our reputation draws clients to Maunby from all over the country and overseas. We travel all round the country and are frequently in London. Maunby Investment Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our Firm Reference Number (FRN) is 114428.
Services
Maunby manages a number of Charity portfolios for large organisations as well as families. We are very aware that the returns these portfolios generate are essential to fund the good causes that the charities support.
To that end we take the time to understand the Trustees' requirements within their Investment Policy Statement and how we can best meet their requirements through bespoke portfolio construction, active management of the assets and careful consideration of costs.Where Charities have specific sectors or stocks they wish to avoid, we will ensure these are excluded.
To that end we take the time to understand the Trustees' requirements within their Investment Policy Statement and how we can best meet their requirements through bespoke portfolio construction, active management of the assets and careful consideration of costs.Where Charities have specific sectors or stocks they wish to avoid, we will ensure these are excluded.
Maunby provides a friendly and genuinely personal service to all of our clients. Whether you are young and saving for the future, a family with children at school or university or a new grandparent intending to start passing wealth down to the next generation, we can help you. Our role is to navigate a safe course for you through the investment world by creating and managing portfolios that will meet your current and future needs.
Successful businesses have increasingly found that despite healthy and growing cash reserves, returns from such surplus capital are low. Maunby manage funds for corporate clients, whether they are aimed at a specific long term project or they simply wish to see a sound return on some of their assets.
At Maunby size matters, we see clear advantages in being an independent, small and nimble organisation. This directly impacts on our investment process where we deliberately have a bias towards smaller capitalised stocks and smaller funds. These investments are key to Maunby's success; our experience and ability to select good quality smaller stocks has contributed time and again to the healthy returns we achieve.
We strongly encourage you to be aware of and observe all applicable laws and regulations of the relevant jurisdiction. The pages of this site are issued in the United Kingdom ("UK") and are intended for the information of residents of countries in which Maunby currently operates. As part of our ongoing commitment to clients we endeavour to provide the best possible outcomes when trading for the portfolios.
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