• UK Adviser Solutions


    About Adviser Solutions

    Momentum is a global investment manager focused on designing, building and managing investment solutions, delivered through multi-asset funds and model portfolios on platforms. Established in 1998, Momentum is part of MMI Holdings, a large South African insurance and investment business, listed on the Johannesburg Stock Exchange.

    Our purpose is to enhance the Financial Wellness of individuals, their communities and their businesses and we are committed to providing investment solutions that can deliver against real client investment objectives.


    Financial Wellness

    Financial Wellness isn't about how much you have, it's about how well your money works for you. It means making sure you can provide for needs now and in the future, including the unexpected.

    The Momentum Financial Wellness Index demonstrates Financial Wellness as a score. The score utilises seven macro and micro economic factors to provide an all encompassing view of an individuals finances.

    Advisers can utilise the score as part of the financial planning process, providing their customers with a robust and intimate understanding of a meaningful advice process.


    Get my financial wellness score      DOWNLOAD FINANCIAL WELLNESS INDEX REPORT


    To commemorate the Momentum UK Financial Wellness Index 2017, Momentum invited a group of industry leaders to a round table discussion centring around the challenges and opportunities facing the financial services industry.

    The panel partook in extensive discussion covering topics such as the mass market advice gap for tackling the pension crisis, the implications of digital solutions, engaging the UK`s rising appetite for savings and many other pertinent issues.

    The Momentum Financial Wellness Roundtable was proud to welcome:

    Round Table Chair:
    Lawrence Gosling, Group Editorial Director, Incisive Media

    Roundtable Compere:
    Andy Davies, Head of UK Retail Sales

    Roundtable Panellists:
    Samantha Seaton, Managing Director of Momentum UK
    Margaret Snowdon, OBE, Pensions Professional and Non-Executive Director, Xafinity PLC
    Karen Barrett, Founder & CEO, unbiased.co.uk
    Lucian Camp, Entire Workforce, Lucian Camp Consulting
    Simon Bussy, Consultant, Altus Ltd
    Matt Connell, Head of Regulatory Developments, Zurich Insurance Group
    Peter Mann, Ex-CEO, Skandia Investment Group


    About the Factor Series

    The Factor Series fund range has been designed to offer a range of risk-rated funds targeting inflation plus returns over medium to long-term. The funds will be broadly diversified portfolios investing in a range of equities, fixed income, cash, property and alternative strategies.

    Strategy Global, Diversified, Multi-Asset, Unfettered, Multi-Managed
    Investment objective Focus on positive returns over inflation
    Investment target Targets range from CPI +3% (net) p.a. to CPI +5% (net) p.a.
    Risk target Expected volatility: 5 – 12% p.a. dependent on strategy
    Benchmark Tailored long term strategic benchmarks
    Source of returns Dynamic asset allocation, ‘best of breed’ / third party specialists
    Experience Specialist multi-asset and manager research team
    Team manage USD2.4 billion in multi-asset mandates

    Managed Portfolios

    Design

    We have created 7 risk-graded Managed Portfolios and 3 Income Portfolios designed to meet a wide range of risk appetites.

    Stochastic Model

    We provide Strategic Asset Allocation to match risk profiles, using a combination of active and passive funds – taking advantage of active manager alpha in under developed markets and using lower cost passives in more mature markets.

    Risk Reduction

    Our aim is Capital Preservation, we use a cash holding during periods of high market volatility to shield assets, and we aim to be fully invested during periods of lower volatility and growth.

    Tactical Decisiveness

    Our Portfolios are closely monitored by our investment team, ensuring decisive action during periods of market volatility to protect portfolio value. Our Tactical Allocation is not on a set timescale, but is dictated by the macro outlook of the investment team.

    Discretionary Permissions

    When the investment team makes a decision, that data is translated into the holdings in the Portfolios in accordance with our platform partners’ dealing times, and there is no need to contact your client, or gain their permission before making a move. This both increases efficiency in the Portfolios, and decreases your need for extra administration during Tactical Changes.

    Platform Only

    Retail platforms enable you to plan and execute your advice business more efficiently, and they also enable us to electronically manage the portfolios in a very efficient manner. The Adviser Solutions Portfolios were designed for the platform world and are not directly marketed to the public.

    How Adviser Solutions fits into your investment process

    Although we believe that our range of Portfolios provide an excellent spread of risk options, this does not mean that Adviser Solutions will be suitable for every client. A Capital Preservation Strategy using cash positioning requires us to have some or all a client’s portfolio out of the market at some point during the investment cycle. As an example, higher-risk investors who believe that they should be completely invested all of the time may not be suitable for these portfolios, whereas an investor who prefers to take a more cautious route and appreciates constant market monitoring may be suitable.

    The FCA’s direction on Centralised Investment
    Propositions maintains that it is unlikely that one proposition can suit all clients and we believe it is vital for you as the adviser and us as the discretionary manager to ensure clients achieve their expected outcomes.

    Literature Library

    Here are all the documents that you will need for your client meetings in easy-to-download PDFs.


    Brochures

    Fund fact sheets

    Key investor information

    Tactical changes

    Managed Portfolio Fact Sheets

    Income Portfolio Fact Sheets

    Asset Allocation

    Managed Portfolio Fees

    DDQ Factor Series

    News articles

    London & Capital sells its Adviser Solutions business to focus on HNW and Institutional divisions
    17/05/16 by London & Capital

    London & Capital, the independently-owned specialist wealth manager, has sold its Adviser Solutions business to Momentum UK (Momentum)

    Continue reading

    Global Models are available on the Aviva Platform
    01/06/15 by London & Capital

    We are happy to annouce that our Global Model Portfolios are now available on the Aviva Platform. Our Global Models allow financial…

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    Global Models are available on the Zurich Platform
    01/04/15 by London & Capital

    We are happy to annouce that our Global Model Portfolios are now available on the Zurich Platform. Our individual UCITS funds are…

    Continue reading

    Videos


    Subscribe to our YouTube channel

    James Klempster on BBC World discussing Trump's skinny budget and paranoia politics.


    Momentum GIM Viewpoint - October 2016



    Momentum GIM Viewpoint - July 2016



    Momentum GIM Viewpoint - June 2016

    Adviser Insights

    The end of the car industry

    21 May 2017

    One of the most interesting parts of our jobs is having the opportunity to have great debates with some of the best fund managers in the world.

    Read more

    Volatility: Deep Calm in the Markets

    14 May 2017

    "Not since Watergate have our legal systems been so threatened, and our faith in the independence and integrity of those systems so shaken" - James Comey

    Read more

    Inflation: The return of The Great Eroder

    07 May 2017

    Crude oil experienced some substantial moves last week, with an intraday swing on Friday of over 6% for West Texas Intermediate crude.

    Read more

    Our Investment Team

    James Klempster

    James Klempster, CFA
    Head of Portfolio Management


    Michael Allen

    Michael Allen
    Chief Investment Officer


    Glyn Owen

    Glyn Owen
    Investment Director



    Andrew Hardy

    Andrew Hardy
    Portfolio Manager


    Alex Harvey

    Alex Harvey
    Head of Fixed Interest and Money Markets


    Jernej Bukovec

    Jernej Bukovec
    Portfolio Manager


    Richard Stutley

    Richard Stutley
    Analyst


    Stephen Nguyen

    Stephen Nguyen
    Senior Quantitative Analyst


    Jeromine Bertrand

    Jeromine Bertrand
    Analyst


    Our Business Development Team

    Andy Davies

    Andy Davies
    Head of Business Development

    Read Bio
    Andy Pook

    Andy Pook
    Business Development Manager
    The South West

    Read Bio
    Richard Adams

    Richard Adams
    Business Development Manager
    Midlands

    Read Bio

    Richard Sheppard

    Business Development Manager
    (London & South East)

    Read Bio

    Georgina Thomas-Watson
    Business Development
    London


    Claire Wardman

    Claire Wardman

    Sales Support

    Read Bio

    Moneyhub Connect

    Streamline the advice process: Spend more time doing the things that your clients really value

    Grow an active & engaged client base: When you're listed in our directory, prospective clients can find you.

    Become part of their financial world: Help your clients to plan their financial journey, and show them where you fit along the way

    Contact Details for the Business Development Managers

    NORTH WEST
    Andy Davies | LinkedIn Profile
    M: +44(0)7825 294 820
    E: andy.davies@momentum.co.uk

    NORTH EAST, MIDLANDS & SCOTLAND
    Richard Adams | LinkedIn Profile
    M: +44(0)7917 137 108
    E: richard.adams@momentum.co.uk

    SOUTH WEST & SOUTH WALES
    Andy Pook | LinkedIn Profile
    M: +44(0)7920 060 730
    E: andy.pook@momentum.co.uk

    LONDON & SOUTH EAST
    Richard Sheppard | LinkedIn Profile
    M: +44(0)7702 768 824
    E: richard.sheppard@momentum.co.uk

    LONDON

    Georgina Thomas-Watson | LinkedIn Profile
    M: +44(0)7703 286 717
    E: georgina.thomas-watson@momentum.co.uk

    NORTH, MIDLANDS & SCOTLAND (Sales support)
    Claire Wardman | LinkedIn Profile
    M: +44(0)113 261 0506 (Mon – Wed)
    E: claire.wardman@momentum.co.uk

Global Investment Management