Merian Global Investors is a leading, independent, global asset management company. As an investment-led firm, we strive to deliver investment strategies that are truly differentiated from those available elsewhere. In pursuit of this goal, we are resolutely committed to active portfolio management; we target a high “active share” among our long-only strategies, and our absolute return strategies are expected to deliver on their commitments, while offering return profiles with a low correlation to other absolute return strategies.
Our name was inspired by the remarkable life of the Frankfurt-born, 17th-Century scientist, adventurer and artist, Maria Sibylla Merian. Often described as “the woman who made science beautiful,” as a polymath, Merian embodied the multi-faceted approach we take to investment. With no centralised investment process or chief investment officer, our investment teams are free to pursue their own, proven strategies.
Neptune is an independent and privately owned investment management company, founded in 2002 by Robin Geffen. We specialise in long-term investments that could help your clients provide for their future. We take a hands-on approach, conducting our own real world fundamental research and only investing in companies where we have strong conviction in their prospects. Our real world research focuses on questions where differences of interpretation by investors are large. We believe that strong outperformance can be achieved by correctly interpreting changes in the real world, from industry disruption through to individual company strategies.
Principal Global Investors is a truly global investment management business providing a single point of access to a family of world-class investment boutiques. The independent knowledge of our boutiques allows us to offer a range of funds in both developed and emerging markets across the asset class spectrum. Our diverse range of asset managers with distinct investment specialties is available to family offices, wealth managers, intermediaries, and institutional investors. Today, we manage $412.7 billion of asset (as of 31 December 2018) on behalf of a broad range of investors from all over the world.
Smith & Williamson was founded in Glasgow in 1881. We are a privately owned financial services group offering fund management, accountancy, tax and financial advisory services, as well as being one of the largest independent wealth managers within the UK. We have 12 offices across the UK, Ireland and Jersey employing 1,700 individuals and our assets under management stands at around £21bn (as at 30 September 2018).
Smith & Williamson Investment Management follow a boutique investment approach, with a clear focus on generating investment alpha and with a keen awareness of capital preservation.