Portfolio Manager Consultancy Ltd

Portfolio Manager Consulting Limited (PMCL) is a boutique investment consultancy, specialising in the not-for-profit sector. It offers a bespoke, flexible service, albeit as an expert adviser for trustees, working alongside sophisticated investment committees, or providing ad hoc research.

PMCL brings an institutional approach to investments supported by a rigorous analytical framework that is tailored to the specific needs of its clients. Its research-driven approach enables the team to challenge the status quo and recommend innovative, practical and cost-effective solutions.

PMCL prides itself on its highly bespoke and personalised service, acting as an extension to its clients’ teams and endeavouring to assist throughout the process from the very beginning, right up to making, negotiating and implementing its clients’ final decisions. As a completely independent firm that does not manage money or have ties to any fund management group, any advice given is completely impartial, carefully considered according to clients’ specific circumstances and with their best interests at heart. 

PMCL offers a fully comprehensive, independent investment consulting service, from due-diligence, review and advice on investment strategy and policy, manager evaluation and selection, to recommendation and support with implementation. It provides a service that is tailored and flexible whether it is as an expert adviser for trustees on all investment matters, working alongside sophisticated investment committees or providing ad hoc research.

PMCL complies with the strictest regulatory requirements to protect our clients. Advice and recommendations are independent and impartial - there are no ties or affiliations to any fund management groups. Its team takes a holistic view and fully researches the market for the most suitable solutions for our clients.

PMCL’s independence and impartiality ensures that no conflicts of interest occur between its consultancy and investment management services.

PMCL has a strong focus on sustainability and this is demonstrated through its own ESG policy and as a signatory to the UN PRI and member of UKSIF. It endeavours to find suitable, sustainable investment solutions that are practical and robust. The team believes it is possible to construct portfolios that adhere to sustainability criteria without sacrificing returns.