Amati Global Investors – of which Mattioli Woods owns a 49% stake - has been named by top fund selectors as one of the ten best boutique asset management firms for 2019.
In a feature within Investment Week, the Edinburgh-based investment house was nominated by Shauna Bevan, Director and Head of Investment Advisory at RiverPeak Wealth.
She said: “So-called boutiques can vary in size, but one of my favourites is Amati Global Investors, based in Edinburgh.
“Established in 2010, it is a dedicated venture capital trust and small-cap investment house, focusing on the UK, with fewer than 20 employees. Part-owned by Mattioli Woods, the company has retained its independence while enjoying some of the benefits of being part of a bigger group. There are three fund managers – found Dr Paul Jourdan, David Stevenson and Anna Wilson – who each cover specific sectors.
“The TB Amati UK Smaller Companies fund aims to invest in high-quality companies growing their revenues and margins sustainably. The stockpicking is unconstrained, and the fund has a higher-than-average weighting to AIM-listed shares and micro caps.
“All three managers are passionate about what they do and I like their thoughtful and client-focused approach to both investing and the management of the business.”
Mattioli Woods bought its 49% stake in Amati in 2017 to enhance our fund management expertise. The investment house has had a stunning past 12 months, winning numerous awards including:
- Best AIM IHT Portfolio Service (Tax-efficient and Estate Planning Specialist) at the Investment Week Tax Efficient Awards
- Fund Manager Paul Jourdan being named the best UK Smaller Companies Fund Manager by fund research company FE
- a Highly Commended Award from The Moneywise Fund Awards (for the second year running)