Amati Global Investors
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.
- Company typePrivate
- Founded2010
- HeadquartersEdinburgh, United Kingdom
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
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).
Amati Global Investors firmographics
Firmographics- 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
Amati Global Investors industry classification
Industry- 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
Where Amati Global Investors is headquartered
LocationHeadquarters
- HQ city
- Edinburgh
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Amati Global Investors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- 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.
- 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
Amati Global Investors product offering
Product offeringCore 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.
Companies that use Amati Global Investors
Customer profileSegments2 records
Ideal customer profiles2 records
Amati Global Investors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Amati Global Investors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- Future AssetminorAmati 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) LimitedcoreWaystone 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 BrearleycoreJames 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
Amati Global Investors competitors and assessment
Company assessmentDirect 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
Amati Global Investors social profiles
Digital presenceAmati Global Investors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Amati Global Investors leadership team
Management profileNumber of profiles
Profiles11 records
Amati Global Investors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Amati Global Investors M&A and investment
M&A and investmentM&A
Investments6 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Amati Global Investors
What does Amati Global Investors do?
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.
Is Amati Global Investors a public or private company?
Amati Global Investors is a private company. It is classified as venture growth investor backed and is currently operating.
When was Amati Global Investors founded?
Amati Global Investors was founded in 2010. It employs 11 to 50 people.
Where is Amati Global Investors based?
Amati Global Investors is headquartered in Edinburgh, United Kingdom, in the Europe region.
How does Amati Global Investors make money?
Two revenue lines are on record. Fund Management Fees are the primary driver. The others are discretionary Portfolio Management.
Who are Amati Global Investors's main competitors?
Direct peers on record are Premier Miton Investors, Marlborough Fund Managers, Montanaro Asset Management, Liontrust Asset Management, Troy Asset Management, Baillie Gifford and Octopus Investments. Broad incumbents are abrdn (formerly Aberdeen Standard Investments), Schroders and Jupiter Fund Management.
Does Amati Global Investors have an API?
No public API is recorded for Amati Global Investors.
What industry is Amati Global Investors in?
Amati Global Investors's product category is Specialist Fund Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.