Amati Global Investors

What Amati Global Investors does

Amati Global Investors Limited is an FCA-authorised, Edinburgh-based specialist fund management boutique that invests in small and mid-sized companies. The firm operates four distinct product lines: the WS Amati UK Listed Smaller Companies Fund, the WS Amati Strategic Metals Fund, the WS Amati Global Innovation Fund (each structured as regulated funds via Waystone Management (UK) Limited as Authorised Corporate Director) and the Amati AIM IHT Portfolio Service, a discretionary portfolio that targets AIM-quoted stocks expected to qualify for Business Property Relief after a two-year hold. Investment decisions across the funds are driven by a branded Pioneer–Enabler–Adopter framework that segments companies by their role in technology adoption, with specialist coverage split between Paul Jourdan and Gregor Paterson (UK smaller companies), Mikhail Zverev and Graeme Bencke (Global Innovation) and Georges Lequime (Strategic Metals).

Name

Amati Global Investors

Legal name

Amati Global Investors Limited

Website

https://amatiglobal.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Amati Global Investors is a Edinburgh-based, FCA-authorised specialist fund management boutique managing three regulated funds and a discretionary AIM IHT portfolio service for UK wealth managers, IFAs, and family offices.

Ownership category

akta.pro rank

Product category

Specialist Fund Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Specialist fund management
• Small-cap equity funds
• AIM investment portfolios
• Discretionary portfolio management
• Global innovation funds

Headquarters

HQ city

Edinburgh

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Fund Management Fees: Amati generates revenue through management fees charged on the funds it manages, including WS Amati UK Listed Smaller Companies Fund, WS Amati Strategic Metals Fund, and WS Amati Global Innovation Fund.
2. Discretionary Portfolio Management: Revenue generated from the Amati AIM IHT Portfolio Service, a discretionary fund management service selecting stocks expected to qualify for Business Property Relief (BPR) for Inheritance Tax purposes.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Amati Global Investors is an independent specialist fund management boutique managing money for professional and private investors in small and mid-sized quoted companies. It sells three pooled funds (WS Amati UK Listed Smaller Companies Fund, WS Amati Strategic Metals Fund, WS Amati Global Innovation Fund) and one discretionary portfolio service (Amati AIM IHT Portfolio Service, focused on stocks expected to qualify for Business Property Relief). Distribution is conducted primarily through IFAs, wealth managers and family offices, with Waystone Management (UK) Limited acting as Authorised Corporate Director.

Product overview

Amati Global Investors is an independent specialist fund management boutique managing funds investing in small and mid-sized companies. The company's product portfolio consists of four distinct offerings: the Amati AIM IHT Portfolio Service, a discretionary fund management service targeting stocks qualifying for Business Property Relief; and three investment funds—the WS Amati UK Listed Smaller Companies Fund, the WS Amati Strategic Metals Fund, and the WS Amati Global Innovation Fund—each focusing on distinct market segments and investment themes.

Differentiator

Problem solved

Functional benefit

Brands

• WS Amati UK Listed Smaller Companies Fund: Fund investing in UK listed smaller companies
• WS Amati Strategic Metals Fund
• WS Amati Global Innovation Fund
• Amati AIM IHT Portfolio Service

Products and services

• WS Amati UK Listed Smaller Companies Fund Pooled OEIC fund focusing on UK-listed smaller and mid-sized companies, targeting long-term capital growth through a diversified portfolio of small and mid-cap equities. Targeted at professional investors, wealth managers, IFAs and family offices seeking specialist small-cap UK equity exposure.
• WS Amati Strategic Metals Fund Specialised pooled fund investing in natural resource companies within the strategic metals sector, subject to greater risk and volatility due to commodity market fluctuations and geopolitical factors. Targeted at professional and private investors seeking commodity and energy-transition thematic exposure.
• WS Amati Global Innovation Fund Global innovation-focused pooled fund targeting companies driving technological advancement across AI infrastructure, semiconductors, life sciences, defence technology, and industrial automation, categorised using Amati's Pioneer, Enabler, Adopter framework. For professional and private investors seeking global innovation thematic exposure.
• Amati AIM IHT Portfolio Service Discretionary fund management service that selects AIM-quoted stocks expected to qualify for Business Property Relief, offering potential inheritance tax benefits after a minimum 2-year holding period. Accessed via independent financial advisers on behalf of UK private investors and family offices.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered minor and core.

• Future AssetminorOthersAmati Global Investors is a member firm of Future Asset, a charitable organisation that inspires young women in Scotland to consider career opportunities in investment management. Future Asset informs teenage girls about investment management careers, enthuses them about the sector, and aims to improve diversity in the industry.
• Waystone Management (UK) LimitedcoreChannel Partner/ Reseller/ DistributorWaystone Management (UK) Limited serves as the Authorised Corporate Director and Client Services provider for WS Amati Funds. They handle fund administration, custody, and investor dealing services including the Client Services and Dealing Line at +44 (0)345 922 0044.
• James BrearleycoreImplementation/ SI/ Consulting PartnerJames Brearley is identified as the administrator and custodian of the Amati AIM IHT Portfolio Service, providing back-office infrastructure for the discretionary portfolio management service.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Premier Miton Investors: UK-listed specialist asset manager focused on smaller companies and multi-asset strategies. Directly comparable to Amati in product mix (UK smaller companies funds) and boutique distribution model, and frequently head-to-head on IFA buy lists.
• Marlborough Fund Managers: UK boutique asset manager historically anchored by its high-profile Marlborough UK Micro-Cap Growth and UK Small Cap Growth funds. Directly comparable to Amati as a smaller-companies specialist competing for the same IFA and platform mandates.
• Montanaro Asset Management: UK-based specialist boutique focused on small and mid-cap quoted companies, including AIM. Directly comparable to Amati on the UK Smaller Companies and AIM IHT-style mandates and on intermediary distribution mix.
• Liontrust Asset Management: UK-listed specialist fund manager with a strong franchise in UK smaller companies and global thematic/innovation strategies (e.g., Liontrust GF Sustainable Future, Liontrust UK Smaller Companies). Closely comparable on product taxonomy and IFA-led distribution.
• Troy Asset Management: London-based boutique focused on UK and global equities with a strong emphasis on capital preservation. Comparable to Amati in size, boutique culture, and reliance on intermediary distribution, although with a more conservative investment style.
• Baillie Gifford: Edinburgh-based independent specialist investment manager known for flagship Scottish Mortgage and long-term thematic equity strategies. Comparable to Amati as a Scottish boutique with a dedicated small/mid-cap and innovation-themed equity franchise and a similar values-driven culture.
• Octopus Investments: UK specialist manager with deep smaller-company and AIM heritage and a sizable inheritance-tax / Business Relief service. Comparable to Amati as a direct competitor in the AIM IHT / BPR portfolio space.

Broad incumbents

• abrdn (formerly Aberdeen Standard Investments): Global asset manager headquartered in the UK with a UK smaller companies franchise (formerly Aberdeen UK Smaller Companies) and a broad multi-asset platform. Comparable as a large incumbent overlapping with Amati's UK Smaller Companies and AIM exposures within a much wider product set.
• Schroders: Global UK-listed asset manager with UK smaller companies, thematic equity, and wealth management capabilities. Comparable as a broad incumbent whose UK equity and smaller-company strategies overlap with Amati's flagship, but operating at vastly greater scale and with international distribution.
• Jupiter Fund Management: UK-listed incumbent asset manager with a wide product shelf including UK smaller companies and thematic equity strategies. Comparable as a larger, broad incumbent that competes with Amati on IFA panels but operates at materially greater scale and breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/amatiglobal?lang=en
• YouTubevimeo.com/1178769668?fl=pl&fe=cm
• LinkedInlinkedin.com/company/amati-global-investors
• Instagraminstagram.com/amatiglobal/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Amati Global Investors