Ramsey Crookall

What Ramsey Crookall does

Ramsey Crookall & Co. Limited is an Isle of Man-based, family-owned independent stockbroker and investment manager founded in 1946, operating as the Island's longest-established firm in its category. The company provides bespoke discretionary investment management, advisory stockbroking, and execution-only dealing services to high-net-worth individuals, trusts, charities, pension funds/SIPPs, corporate entities, and financial intermediaries across 100+ jurisdictions. Its core technology is the proprietary RC-Axis client portal (with the MyRCAxis iOS/Android app), built on Objectway v6.7.3, offering portfolio viewing, valuations, multi-currency balances, and secure messaging behind multi-factor authentication; trading itself remains a telephone/email operation with no online execution.

The firm runs an open-architecture investment model, holding assets under Crest for UK securities and Clearstream (Luxembourg) for international holdings, across 21 currencies and administering £2.5–2.7bn in client assets for more than 5,000 clients. Revenue is generated through management fees on discretionary mandates (standard 1% p.a. plus VAT, £250,000 minimum), sliding-scale transaction commissions on stockbroking, low-fee monthly subscriptions on the Shearwater retail savings scheme (from £100/month), and custody/administration fees for intermediaries. A wholly-owned South African subsidiary extends distribution into the SA intermediary market, and the firm markets through high-touch client events (including the annual Investment Conference and Polo in the Park), community sponsorships, and the RC-Axis digital platform.

The business is led by the third generation of the Crookall family, with Joanna Crookall as CEO (since 2010), Neal Crookall as Chairman, Simon Crookall as Finance Director, David Harding as Managing Director, and a chartered investment team averaging 25+ years of experience. The firm has been consistently recognised as Regional Wealth Manager of the Year for the North West of England at the City of London Wealth Management Awards for eight consecutive years (2019–2026), operates under IoMFSA regulation and LSE membership, and employs approximately 60 staff across its Douglas headquarters and South African subsidiary.

Name

Ramsey Crookall

Legal name

Ramsey Crookall & Co. Limited

Website

https://ramseycrookall.com

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

11–50 employees

Short description

Ramsey Crookall is a family-owned, Isle of Man-based independent stockbroker and investment manager founded in 1946, providing bespoke discretionary investment management, stockbroking, and custody services to 5,000+ high-net-worth individuals, trusts, charities, pension funds, and intermediaries across more than 100 jurisdictions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Finance and Insurance (52)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

akta.pro secondary industry

Fixed Income Brokerage (Bonds) (FSAEACAJ)

Keywords

• Stockbroking services
• Investment management
• Discretionary portfolio management
• Global custody services
• Wealth management advisory

Headquarters

HQ city

Douglas

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Discretionary Investment Management: Ramsey Crookall manages bespoke portfolios on a discretionary basis for high-net-worth individuals, trusts, pension funds, and charities. The standard management fee is 1% per annum plus VAT, subject to negotiation for larger sums. Minimum investment of £250,000. Services include asset allocation across equities, fixed interest, alternatives, and cash.
2. Advisory Stockbroking: Investment professionals assess client risk appetite and discuss investment ideas, providing a second opinion on individual investments. Trading is executed only upon client instruction. Fee structure is sliding scale based on asset class (UK/Overseas Equities, Gilt-Edged, Fixed Interest, etc.), with details available upon request.
3. Execution-Only Stockbroking: Fast, efficient access to global markets with no advice. Clients place buy/sell instructions by phone or email. Minimum investment of approximately £1,000 recommended for UK shares. Charges are based on a sliding scale depending on asset type.
4. Shearwater Monthly Investment Accounts: A low-cost discretionary fund management service for regular monthly savings starting at £100. No dealing charges; low annual management charge. Redemptions processed on the 1st and 15th of each month with proceeds available in approximately 5–10 working days.
5. Global Custody Services: Secure custody of UK and international securities for intermediaries and direct clients. Includes collection of dividends, interest, redemption proceeds, and processing of corporate actions. Ring-fenced assets with professional indemnity insurance.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels10 records

Core offering

Ramsey Crookall provides bespoke discretionary investment management, advisory and execution-only stockbroking across global equity, bond, ETF, and fund markets, and a low-cost monthly savings scheme (Shearwater) for affluent and emerging investors. The firm supplements these with secure global custody through Crest (UK) and Clearstream (Luxembourg), pension and SIPP management, and digital portfolio monitoring via the proprietary RC-Axis portal and MyRCAxis mobile app. Clients include high-net-worth individuals, trusts, charities, pension funds, and financial intermediaries across 100+ jurisdictions.

Product overview

Ramsey Crookall offers a unified financial services platform centered on investment management and stockbroking, with complementary digital access through RC-Axis. Core services include bespoke discretionary investment management, global stockbroking across major exchanges, and the Shearwater monthly savings scheme. The RC-Axis digital platform serves as the primary client interface for portfolio monitoring, replacing previous platforms. Additional services encompass global custody, pension fund management, and bond market information.

Differentiator

Problem solved

Functional benefit

Brands

• Shearwater: A Discretionary Fund Management (DFM) service designed by Ramsey Crookall's investment committee, offering low-cost monthly investment plans starting from £100 per month into a range of selected open-end investment trusts.
• RC Axis

Products and services

• Discretionary Investment Management Bespoke discretionary portfolio management on a managed basis for clients with a minimum investment of £250,000 (or currency equivalent). Standard fee is 1% per annum plus VAT, subject to negotiation for larger sums. Covers asset allocation across equities, fixed interest, alternatives, and cash with an open-architecture approach combining the firm's investment committee with external managers. Target clients include high-net-worth individuals, trusts, charities, pension funds, and corporates.
• Stockbroking (Advisory and Execution-Only) Global stockbroking across UK and overseas equities, investment trusts, bonds, treasuries, ETFs, and onshore/offshore funds, offered in two formats: Advisory Dealing (risk assessment plus investment ideas with execution on client instruction) and Execution-Only (no advice, fast execution by phone or email). Charges are sliding scale by asset class; minimum investment of approximately £1,000 recommended for UK shares.
• Shearwater Monthly Investment Account A low-cost discretionary fund management savings scheme allowing regular monthly investments from £100 into selected open-end investment trusts. No dealing charges, no penalties, no fixed-term contracts. Supports GBP, USD, and EUR with partial or full redemptions on the 1st and 15th of each month; proceeds available within approximately 5–10 working days. Designed for affluent and emerging investors seeking disciplined, affordable regular savings.
• Global Custody Services Secure custody of UK and international securities for direct clients and intermediaries, with UK assets held in Crest (Euronext Securities) and international exchange-traded equities and bonds held by Clearstream (Luxembourg). Includes collection of dividends, interest, and redemption proceeds, processing of corporate actions, and ring-fenced client assets covered by professional indemnity insurance. Available to financial intermediaries, introducers, and direct clients.
• Pension Funds & SIPPs Management Investment management for Self Invested Personal Pensions (SIPPs) and other pension funds, allowing clients to control how their pension assets are invested. Covers both accumulation and decumulation phases with flexible, personalised portfolio construction. Target clients are individuals with SIPPs and corporate pension schemes.
• RC-Axis Online Portfolio Platform Proprietary online client portal and companion MyRCAxis mobile app (iOS and Android) that lets clients view portfolio holdings, transactions, performance, multi-currency balances, and valuations based on previous night's closing prices, and exchange secure messages with their investment manager. Desktop version supports document uploads and report generation. Secured by Multi-Factor Authentication and optional biometric login. Underlying client portal software is provided by Objectway (version 6.7.3).
• Weekly Bond Issues Update Service Subscription-based weekly publication providing information on the latest bond issues, available to clients and subscribers via the company website. Used to keep clients informed of fixed-income opportunities relevant to their portfolios.

Quantifiable outcome

• Eighth consecutive City of London Wealth Management Award — Regional Wealth Manager of the Year for North West England (2026)
• +3 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Twelve partnerships are on record, tiered minor and core.

• Isle ListenminorGTM or Marketing Partner · 10 May 2026Ramsey Crookall sponsors Isle Listen's Mindful Morning sea dip event in Port Erin during Mental Health Awareness Week. The sponsorship is in memory of Patrick Crookall, a former Finance Director and team member. The event supports Isle Listen's mental health education work in schools and Take Action Campaign.
• 34MovescoreStrategic or Co-development Partner · 26 February 2026Ramsey Crookall is co-organising with 34Moves (a wellbeing community and magazine founded on the Isle of Man) and Visit Isle of Man to host a world record Pilates class attempt on 19 July 2026 at Knockaloe. The event combines wellness, heritage, and community engagement, aligning with the firm's community investment values during its 80th anniversary year.
• Visit Isle of MancoreStrategic or Co-development Partner · 26 February 2026A collaborative partnership to host the world record Pilates class and global Pilates homecoming at Knockaloe on 19 July 2026. Visit Isle of Man is the Island's official visitor economy agency. This event supports the island's positioning as a destination for mindful tourism and the firm's community engagement objectives.
• Hospice Isle of ManminorGTM or Marketing Partner · 14 November 2025Ramsey Crookall raised and donated £3,880 to Hospice Isle of Man during the Corporate Day at The Viking Cup polo event. Hospice Isle of Man provides free specialist palliative and end-of-life care to Isle of Man residents.
• Peel Hunt (Kallum Pickering, Chief Economist)minorStrategic or Co-development Partner · 11 November 2025Kallum Pickering, Chief Economist at Peel Hunt, served as guest speaker at Ramsey Crookall's third annual investment conference, delivering macro-economic analysis and market insights. Peel Hunt is a UK investment bank and broker.
• Tikki Hywood FoundationminorGTM or Marketing Partner · 10 October 2025Ramsey Crookall hosted Lisa Hywood of the Tikki Hywood Foundation to raise awareness about pangolin conservation. The Foundation, established in 1994, is a respected global authority on pangolin conservation.
• Motiv8 Addiction ServicesminorGTM or Marketing Partner · 29 April 2025Ramsey Crookall co-funded Sir Quentin Blake artwork prints donated to the Isle of Man Prison and Motiv8's group hub. Motiv8 supports those in prison with weekly one-to-one clinics and support beyond the prison walls.
• Love TechminorGTM or Marketing Partner · 17 January 2025Ramsey Crookall sponsors Love Tech's flagship mentor programme, which connects teenage boys and girls with female STEM professionals. The partnership helps develop mentorship webpages and video content. Love Tech is an Isle of Man charity founded in 2018 to inspire young people — especially girls — in STEM fields.
• ClearstreamcoreTechnology or IntegrationInternational exchange-traded equities and bonds are held by Clearstream, one of the two European International Central Securities Depositories (ICSDs) based in Luxembourg. This is a critical infrastructure partnership for global custody services.
• Crest (Euronext Securities)coreTechnology or IntegrationUK assets are held in Crest, the UK central securities depository. This is the primary infrastructure partnership for UK custody services.
• Triskelion Polo ClubminorGTM or Marketing PartnerRamsey Crookall sponsors and fields its own polo team at Triskelion Polo Club events including Polo in the Park (600–700+ guests annually), Viking Cup Corporate Day, and Cirencester Polo Club matches. The club is a key venue for client entertainment and community engagement.
• Isle of Man Art SocietyminorGTM or Marketing PartnerRamsey Crookall has sponsored the Isle of Man Art Society's Easter Art Exhibition for six consecutive years, hosting exclusive client preview evenings. Lieutenant Governor of the Isle of Man serves as Patron of the Society.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Brooks Macdonald: LSE-listed UK wealth manager with ~£20B AUM, offering discretionary investment management and custody to HNW individuals, trusts, charities, and intermediaries. Highly comparable business model: fee-based discretionary management with stockbroking/custody overlay, similar client segmentation, and a focus on intermediated advisor relationships — but at materially larger scale.
• Killik & Co: Independent UK stockbroker and wealth manager with discretionary, advisory, and execution services for private clients. Direct competitor in traditional telephone-driven stockbroking for HNW individuals and similar heritage/independence narrative.
• Quilter Cheviot: UK discretionary wealth manager (part of Quilter plc) focused on HNW individuals, trusts, charities, and pension funds. Directly comparable on bespoke discretionary management, open architecture, and HNW/trust client focus.
• Canaccord Genuity Wealth Management: Global wealth manager with a UK and Crown Dependencies footprint offering discretionary investment management and stockbroking to HNW individuals, with notable Channel Islands and international intermediary coverage. Comparable on stockbroking heritage, discretionary management, and Crown Dependencies wealth hub positioning.
• Charles Stanley: Direct UK stockbroking and wealth management peer offering advisory, execution-only, and discretionary portfolio management to private clients, trusts, and charities. Closely matches Ramsey Crookall's stockbroking-plus-investment-management business mix and HNW private client focus.
• Rathbones Group: UK-listed private investment manager with ~£70B AUA, providing discretionary fund management, advisory, and custody to HNW individuals, charities, and trustees. Directly comparable on client type, mandate structure, and trust/charity focus; far larger and publicly listed.
• JM Finn: Privately-held UK wealth manager offering discretionary and advisory investment management for private clients, families, trusts, and charities. Similar scale range, similar focus on HNW long-term wealth stewardship, and comparable independence-from-banks positioning.
• Evelyn Partners (formerly Tilney): Large UK wealth management and professional services group offering discretionary investment management, financial planning, and custody to HNW clients, trusts, and charities. Comparable on discretionary management, trust/charity mandates, and intermediary services — at significantly greater scale.
• LGT Wealth Management: UK wealth management arm of Liechtenstein's LGT Group, serving HNW private clients, families, and intermediaries with discretionary and advisory investment services. Comparable on HNW focus, multi-generational family wealth positioning, and independence-affiliated heritage.

Broad incumbents

• Coutts: Historic UK private bank with HNW discretionary investment management, custody, and wealth advisory for private clients, trusts, and entrepreneurs. A much larger incumbent competitor against which Ramsey Crookall explicitly positions its independence-from-banks value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Ramseycrookall
• Facebookfacebook.com/ramseycrookall
• LinkedInlinkedin.com/company/ramsey-crookall
• Instagraminstagram.com/ramseycrookall

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Ramsey Crookall