Hawksmoor Investment Management

What Hawksmoor Investment Management does

Hawksmoor Investment Management is a UK-based, FCA-regulated (FRN 472929) discretionary investment manager founded in 2007 and headquartered in Exeter, operating as a wholly owned subsidiary of Hawksmoor Group Limited under the Hurst Point Group. The firm employs 51-100 staff across seven UK offices (Exeter, London, Taunton, Bath, Worcester, Harrogate, Salisbury) and serves two primary customer segments: private investors (including trusts, pension schemes and charities) who receive bespoke discretionary portfolio management, and professional advisers (IFAs, solicitors, accountants) who access the firm's funds, model portfolios and AIM service for their underlying clients.

The firm's investment platform centres on a global, actively-managed multi-asset fund-of-funds process with a dedicated in-house research department. Core products comprise three flagship funds under the MI Hawksmoor range (Vanbrugh for balanced total returns, Distribution for income, Global Opportunities launched in September 2018 for higher-risk capital growth), the award-winning AIM Portfolio Service for smaller UK listed companies, risk-based Model Portfolio Services via the Wellian and Archway ranges (with a newly added Bespoke Model Portfolio Service), and the Discovery Funds range (Cautious, Balanced, Growth) integrated from Wellian Investment Solutions. Operational infrastructure is delivered through partnerships: Apex Fundrock acts as ACD for the MI Hawksmoor fund range, Valu-Trac as ACD, administrator, registrar and trade executor for Discovery Funds, and BNY Pershing Securities provides custody, settlement and trade execution for private client portfolios.

Revenue is generated entirely through recurring, AUM-linked fees across four streams: discretionary portfolio management for private clients, management fees on the multi-asset funds, model portfolio services distributed to financial advisers, and the AIM Portfolio Service. GTM is sales-led, combining direct private client coverage, a partnership channel with IFAs/solicitors/accountants, intermediated fund distribution via fund platforms, and a content-and-events programme (twice-yearly roadshows, fund manager webinars, separate private-investor and adviser newsletters). Following the 2022 acquisition of Gore Browne Investment Management (GBIM), Hawksmoor expanded its regional footprint while retaining the GBIM brand in Harrogate and Salisbury.

Name

Hawksmoor Investment Management

Legal name

Hawksmoor Investment Management Limited

Website

https://hawksmoorim.co.uk

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

51–100 employees

Short description

Hawksmoor Investment Management is a UK-based, FCA-regulated discretionary investment manager that delivers multi-asset portfolio management, flagship funds (Vanbrugh, Distribution, Global Opportunities), Model Portfolio Services and an AIM Portfolio Service to private investors and professional advisers from seven UK offices.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Fee-Based Advisory (FSAEAAAM), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Discretionary portfolio management
• Multi-asset fund management
• Model portfolio services
• Private wealth management
• AIM portfolio service

Headquarters

HQ city

Exeter

HQ country

United Kingdom

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Discretionary Portfolio Management Services: Fees charged for managing private client portfolios on a discretionary basis. Revenue derived from assets under management.
2. Multi-Asset Funds Management: Management of funds-of-funds including MI Hawksmoor Vanbrugh Fund, Distribution Fund, Global Opportunities Fund, and Discovery Funds. Revenue from annual management charges on fund assets.
3. Model Portfolio Services: Risk-based Model Portfolios provided to Financial Advisers, including Wellian and Archway Model Portfolio Ranges.
4. AIM Portfolio Service: Award-winning service for professional advisers to access AIM-listed companies through model portfolios.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Hawksmoor provides discretionary investment management services for private investors and professional advisers (IFAs, solicitors, accountants), built around a global, multi-asset, actively-managed fund-of-funds investment process. Core offerings include personalised Portfolio Management Services for trusts, pension schemes and charities, the MI Hawksmoor multi-asset fund range (Vanbrugh, Distribution, Global Opportunities), the Discovery Funds range, risk-based Model Portfolio Services (Wellian and Archway) for advisers, and an award-winning AIM Portfolio Service for exposure to UK smaller companies.

Product overview

Hawksmoor Investment Management offers a comprehensive suite of investment management products and services built around a core discretionary portfolio management platform. The primary offerings include Portfolio Management Services for private investors and institutional clients, alongside three flagship Multi-Asset Funds: the Vanbrugh Fund (for balanced total returns), the Distribution Fund (for income-focused investors), and the Global Opportunities Fund (for higher-risk capital growth). The company also provides specialized services including an AIM Portfolio Service for smaller UK companies, Model Portfolio Services via the Wellian and Archway ranges, and Discovery Funds acquired from Wellian Investment Solutions. These products serve private investors, professional financial advisers, and institutional clients including trusts, pension schemes, and charities.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Services Discretionary investment management services for private investors, trusts, pension schemes, and charities, offering personalised portfolio management with high levels of personal service.
• Multi-Asset Funds

Quantifiable outcome

• Gold gained 51.3% in 2025
• +1 more outcomes

Named customers2 records

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

Five partnerships are on record, tiered minor and core.

• Glenstone REITminorOthers · 25 June 2026Hawksmoor Investment Management intends to commit its 5.61% stake in Alternative Income REIT to Glenstone REIT following the latter's cash bid to acquire the entire trust.
• Gore Browne Investment Management (GBIM)coreStrategic or Co-development Partner · 14 June 2022GBIM merged with Hawksmoor Investment Management, with Hawksmoor acquiring 100% of GBIM, subject to FCA approval. This merger enhanced client service and expanded regional presence across the UK.
• Apex Fundrock LimitedcoreStrategic or Co-development PartnerApex Fundrock Limited is the Authorised Corporate Director (ACD) of the MI Hawksmoor Fund range (Vanbrugh, Distribution, Global Opportunities Funds). Hawksmoor has been appointed as investment manager by Apex Fundrock.
• Valu-Trac Investment Management LimitedcoreStrategic or Co-development PartnerValu-Trac is the Authorised Corporate Director, Administrator and Registrar of the Discovery Funds. Trade execution for Discovery Funds is outsourced to Valu-Trac.
• BNY Pershing Securities LtdcoreTechnology or IntegrationBNY Pershing provides trade execution services, custody and settlement for Hawksmoor's private client portfolios. They calculate the Pershing Interest Rate (PIR) for cash balances.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Killik & Co: UK private client investment manager offering discretionary and advisory portfolio management plus multi-asset funds. Comparable mid-market UK wealth manager with a similar private client and adviser focus.
• Tatton Asset Management: UK asset manager providing model portfolio services and discretionary fund solutions targeted at IFAs. Directly comparable to Hawksmoor's model portfolio and multi-asset fund range serving the adviser channel.
• Charles Stanley: UK private client wealth manager providing discretionary management, model portfolios, and funds to individuals, advisers, and charities. Closely comparable size, regional office footprint, and client segments to Hawksmoor.
• Brooks Macdonald: UK-listed discretionary wealth manager offering portfolio management, model portfolio services, and multi-asset funds to private clients and advisers. Direct competitor to Hawksmoor in the UK regional and adviser-served DPM market.
• Premier Miton: UK multi-asset fund manager offering a range of multi-asset funds distributed via platforms and advisers. Comparable to Hawksmoor's MI Hawksmoor Vanbrugh, Distribution and Global Opportunities fund range.

Broad incumbents

• Quilter Cheviot: UK discretionary wealth manager within the Quilter plc group, serving private investors, advisers, charities and pension schemes with multi-asset portfolios. Comparable to Hawksmoor's client mix and discretionary model.
• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager (acquired by RBC) offering discretionary portfolio management, model portfolios, and funds to private clients, advisers, and intermediaries. Overlaps Hawksmoor's offering but at substantially larger AUM scale.
• Rathbones Group: Larger UK-listed wealth manager providing discretionary investment management, fund management and advisory services to private clients, charities, and advisers. Overlaps with Hawksmoor's DPM and fund-of-funds proposition at a meaningfully larger scale.
• Evelyn Partners: Large UK wealth management and professional services group offering discretionary portfolio management, fund solutions, and adviser services. Direct overlap with Hawksmoor's DPM and multi-asset offerings across a wider platform.

Regional players

• EFG Private Bank (Alpine Capital and related UK wealth brands): Private banking and wealth management group with a UK presence offering discretionary portfolio management to HNW and UHNW clients. Comparable in the private client DPM segment Hawksmoor serves.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/hawksmoorim
• LinkedInlinkedin.com/company/hawksmoor-investment-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Hawksmoor Investment Management