What Plurimi Investment Managers LLP does

Plurimi Investment Managers LLP is an independent, privately held wealth and asset management firm founded in London in 2007, operating under FCA, DFSA and CCAF regulation from offices in London, Dubai and Monaco. It serves high-net-worth individuals, family offices, charities and professional investors with a holistic platform spanning discretionary portfolio management, bespoke investment advice, family office services, structured products, private equity solutions, consolidated multi-custodian reporting, tax strategy support and outsourced CIO capabilities. The firm also distributes three Luxembourg SICAV UCITS funds — Prosper Global Macro (GBP 161m, launched January 2015), Plurimi World Equity (GBP 90m, launched December 2024) and Plurimi World Long Short Equity (GBP 98m, launched January 2025) — to professional clients, reporting approximately $11 billion in Assets Under Management and Administration across the group.

The firm's core proprietary technology is an AI and machine learning system that screens more than 7,000 stocks daily across 60-plus data points, including consensus estimates, target prices, recommendations, financial statements and relative performance by country and sector. The system generates buy and sell signals that directly govern portfolio decisions — sell signals are executed automatically without human override, while fundamental analysis, market judgement and portfolio construction remain with the investment team. Plurimi supplements the AI engine with an internal consolidated reporting tool that aggregates client assets across multiple custodians. The investment team has worked together for 20 years and has used AI in its process for nearly 10 years.

The business model combines recurring asset-based management fees on UCITS funds (AMCs ranging from 0.8% to 1.5% and a 15% performance fee on Prosper Global Macro) with fee-bearing discretionary and advisory mandates across the wealth management platform, plus transaction-based economics on structured products, private equity intermediation and consolidated reporting. Distribution is primarily direct and relationship-led through the three offices, supported by 30+ bank and custodial partnerships, with a recently formalised wholesale distribution function signalling intent to broaden institutional reach.

Name

Plurimi Investment Managers LLP

Legal name

Plurimi Investment Managers LLP

Website

https://plurimi.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Plurimi is an independent, FCA/DFSA/CCAF-regulated wealth and asset manager founded in London in 2007, serving high-net-worth individuals, family offices and charities from offices in London, Dubai and Monaco. It combines discretionary wealth services with three UCITS funds and a proprietary AI/ML system screening 7,000+ stocks daily.

Ownership category

akta.pro rank

Product category

Wealth and Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Wealth management services
• Multi-asset fund management
• Discretionary portfolio management
• UCITS fund management
• AI-driven investing

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Services: Holistic wealth management platform providing personalized financial solutions for high-net-worth clients including discretionary portfolio management, investment advice, family office services, and bespoke solutions.
2. Asset Management - UCITS Funds: Three actively managed investment strategies offered as Luxembourg SICAV UCITS funds: Plurimi World Equity, Plurimi World Long Short Equity, and Prosper Global Macro, with management fees and performance fees.
3. Structured Products: Access to broad range of structured solutions designed to meet specific investment objectives and market views through an extensive issuer network.
4. Private Equity Solutions: Private equity solutions tailored to investors at every level of sophistication with strategic access points, guidance, and deal flow pipelines.
5. Outsourced CIO Capabilities: Institutional-grade investment expertise and oversight for family offices, charities, and institutional clients serving as a strategic extension of their team.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Plurimi operates a holistic wealth management platform serving high-net-worth individuals with discretionary portfolio management, family office services, and bespoke financial solutions, alongside an asset management business offering three actively managed UCITS funds (Prosper Global Macro, Plurimi World Equity, Plurimi World Long Short Equity). Investment decisions are supported by a proprietary AI and machine learning system that screens 7,000+ stocks daily across 60+ data points, with the human investment team retaining responsibility for fundamental analysis, market judgment, and portfolio construction.

Product overview

Plurimi Investment Managers LLP is an independent wealth management and investment business offering a holistic platform combining proprietary AI technology with human expertise. The company operates three UCITS funds: Plurimi World Equity Fund (launched December 2024), Plurimi World Long Short Equity Fund (launched January 2025), and Prosper Global Macro Fund (launched January 2015). These funds are supported by a proprietary AI and machine learning system that screens thousands of stocks daily. The wealth management arm provides comprehensive services including Investment Management (with multiple discretionary strategies across currencies), Investment Advice, Family Office Services, Structured Products, Private Equity Solutions, Borrowing Solutions, Consolidated Reporting, Tax Strategies, and Outsourced CIO Capabilities. The platform integrates technology and human judgment to deliver institutional-grade investment power through a boutique approach.

Differentiator

Problem solved

Functional benefit

Brands

• Prosper Global Macro: A diversified multi-asset Luxembourg SICAV fund able to go long and short across equities, bonds, cash, real estate, currencies and commodities. Dual aim: preserve capital over the short term whilst outperforming inflation over a market cycle. Fund launch: 21 January 2015.
• Plurimi World Equity
• Plurimi World Long Short Equity

Products and services

• Plurimi World Equity Fund A focused portfolio of around 30 stocks selected using fundamental analysis with AI inputs, always fully invested in global equities with a maximum position size of 5% to reduce exposure to volatility in concentrated names. Offered as a Luxembourg SICAV UCITS fund for investment professionals and professional clients.
• Plurimi World Long Short Equity Fund A global equity long/short fund always fully invested in global equities, typically holding 30 long and 30 short positions in seeking an attractive risk-adjusted return. Minimum and maximum positions of 2% and 5% ensure each holding has a meaningful weight within the diversified portfolio. Offered as a Luxembourg SICAV UCITS fund.
• Prosper Global Macro Fund A diversified multi-asset fund able to go long and short in equities while diversifying across bonds, cash, real estate, currencies, and commodities. The dual aim is to preserve capital over the short term whilst outperforming inflation over the course of a market cycle. Offered as a Luxembourg SICAV UCITS fund.
• Investment Management Services Tailored asset allocation and bespoke portfolio construction aligned with individual risk and return objectives, covering multiple mandates including discretionary portfolios, UCITS funds, and fully bespoke portfolio construction for private clients.
• Investment Advice Services Open-architecture investment advice model providing clients access to the entire financial ecosystem with objective guidance to identify best solutions and navigate complex markets.
• Family Office Services Holistic wealth management services designed to grow and preserve family assets across generations through a comprehensive platform integrating family office services.
• Structured Products Access to a broad range of structured solutions designed to meet specific investment objectives and market views through an extensive issuer network.
• Private Equity Solutions Private equity solutions tailored to investors at every level of sophistication with strategic access points, guidance, and enhanced deal flow pipelines.
• Borrowing Solutions Facilitation of engagement with appropriate providers to offer customized liquidity and leverage solutions tailored to clients' complex needs.
• Consolidated Reporting Internal proprietary consolidated reporting software integrated across multiple custodians, providing holistic and accurate analysis of client assets across all accounts and multi-asset portfolios.
• Tax Strategies Collaboration with clients' tax advisors to develop effective strategies optimizing wealth preservation tailored to each client's unique circumstances and jurisdictional considerations.
• Outsourced CIO Capabilities Institutional-grade investment expertise and oversight for family offices, charities, and institutional clients, serving as a strategic extension of their team with disciplined portfolio management, rigorous due diligence, and specialized governance.
• Discretionary Portfolio Strategies Discretionary strategies including Cautious, Balanced, Growth, Growth & Income, AI Equity Long/Short, Diversified Growth, UK Equity, and US Quality Growth mandates offered across GBP, USD, and EUR currencies.

Quantifiable outcome

• Prosper Global Macro delivered 55.3% return since launch (21 January 2015) vs index 43.1%, net of fees
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Partnerships

One partnership is on record.

• Premier Banks WorldwidecoreChannel Partner/ Reseller/ DistributorLong-standing partnerships with premier banks worldwide enabling client referrals and access to banking services, with 30+ partnerships with banks and custodial platforms supporting the wealth management platform.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ruffer LLP: London-based multi-asset investment boutique with similar AUM range, combining discretionary and fund vehicles for private clients. Both firms target HNW and family office clients with actively managed, risk-controlled multi-asset strategies.
• GAM Investments: Swiss-headquartered multi-asset and specialist investment manager with both institutional funds and discretionary wealth offerings. Comparable in its multi-strategy approach and exposure to HNW distribution channels.
• Brooks Macdonald Group: UK wealth and investment manager offering discretionary portfolio management and multi-asset funds to HNW clients. Comparable client segment, fee model, and combined wealth/asset management structure.
• Evelyn Partners: UK wealth manager providing investment management, financial planning and tax services to HNW individuals and families. Operates a similar integrated wealth platform combining discretionary portfolios, advice, and family office-style services.

Broad incumbents

• Jupiter Asset Management: Larger UK-listed asset and wealth manager with broad multi-asset and equity fund ranges. Overlaps with Plurimi's fund offerings and HNW distribution but at materially larger scale and broader product suite.
• Rathbones Group: Established UK wealth manager offering discretionary investment management and funds for HNW clients. Comparable HNW target market but significantly larger AUM and broader service offering.
• Abrdn plc: Global investment group with substantial UK wealth and asset management operations. Competes for the same HNW and family office clients as Plurimi but with vastly greater scale, brand recognition, and product breadth.
• Pictet Group: Swiss private bank and asset manager with strong international HNW franchise across multiple jurisdictions. Comparable to Plurimi in international footprint and HNW focus, but at vastly larger scale with broader service capabilities.
• Lombard Odier: Swiss private bank with HNW and family office services across Europe, Middle East, and Asia. Comparable in serving cross-border HNW clients through multi-jurisdictional platform similar to Plurimi's London-Dubai-Monaco setup.

Regional players

• Emirates NBD Asset Management: Dubai-based asset manager serving regional HNW and institutional clients. Relevant comparable for Plurimi's Dubai/DIFC business, though primarily serves UAE-resident clients rather than competing cross-border.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/plurimigroup
• LinkedInlinkedin.com/company/plurimi-capital-llp

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

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 Plurimi Investment Managers LLP