Rockhold Asset Management

What Rockhold Asset Management does

Rockhold Asset Management Ltd is a UK-based investment solutions provider operating as a wholly-owned subsidiary of ASHL Group. Incorporated in 1989 and FCA-regulated (FRN 565311, company number 02442391), the firm is registered at 1 Angel Court, London, EC2R 7HJ, with its main trading address in Knutsford, Cheshire. It serves exclusively UK-based financial advisers within the ASHL Group distribution network, functioning in an oversight and packaging role rather than as a discretionary investment manager.

The product suite comprises three core lines: IFSL Rockhold Funds (with trade execution delegated to Marlborough Investment Management), multi-asset Model Portfolios (with private client portfolio management delegated to Seven Investment Management LLP), and the 7IM Retirement Income Solution. Underlying activity centres on investment process oversight, defined-risk outcome construction, and ongoing research; execution and portfolio construction are deliberately outsourced to specialist partners. The firm also produces the Espresso Podcast series, regular investment updates, and printed brochures for adviser use, and was recognised as a Money Management Age (MMA) Finalist in the Best Investment Solutions Provider category.

The revenue model rests on investment management fees on advised assets combined with revenue-share arrangements with its investment partners (Marlborough and 7IM). The firm operates with a small team of 1-10 employees and reports own funds of £1,781m as of 30 June 2024 against an Own Funds Requirement of £75,000 — regulatory capital rather than AUM. Distribution is entirely channelled through ASHL Group's financial adviser network, with no evidence of external client acquisition, making the firm's economics a direct function of in-group adviser productivity.

Name

Rockhold Asset Management

Legal name

Rockhold Asset Management Ltd

Website

https://rockholdam.co.uk

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

Rockhold Asset Management Ltd is an FCA-regulated UK investment solutions provider and ASHL Group subsidiary, delivering model portfolios, fund solutions, and retirement income products exclusively to financial advisers within the ASHL Group network.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

Keywords

• Multi-manager funds
• Model portfolio service
• Investment solutions
• Retirement income solutions
• Financial adviser support

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: Rockhold derives income from investment management fees associated with the funds and portfolios it offers to investors. Works with investment partners appointed to run mandates in exchange for a share of revenue.
2. Revenue Share from Investment Partners: External investment advisers are appointed to run investment mandates set by Rockhold and pay a share of revenue back to Rockhold.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Rockhold Asset Management provides investment solutions exclusively to UK Financial Advisers, including a multi-manager fund range (IFSL Rockhold Funds) and private client Model Portfolios, both with clearly defined risk outcomes. Trade execution and underlying portfolio management are delegated to specialist investment partners (Marlborough Investment Management and Seven Investment Management LLP), while Rockhold retains oversight via its Investment Committee and Risk Committees. The firm also distributes a retirement income solution and provides thought-leadership content to support advisers.

Product overview

Rockhold Asset Management is an investment solutions provider that operates exclusively with Financial Advisers in the UK. The core platform consists of IFSL Rockhold Funds (a multi-manager fund range delegated to Marlborough Investment Management) and Model Portfolios (private client portfolios managed by Seven Investment Management LLP), both overseen with defined risk outcomes, robust investment processes, and rigorous research. The 7IM Retirement Income Solution provides specialist retirement-focused income management. Supporting the core investment offerings are thought leadership resources including the Espresso Podcast (weekly market updates), client brochures, adviser guides, factsheets, and quarterly reviews. Rockhold derives income from investment management fees associated with these funds and portfolios, distributed exclusively through financial advisers within the ASHL group.

Differentiator

Problem solved

Functional benefit

Brands

• IFSL Rockhold Funds: Investment funds managed by Rockhold, with trade execution delegated to Marlborough Investment Management.
• Rockhold MPS
• 7IM Retirement Income Solution

Products and services

• IFSL Rockhold Funds Multi-manager fund range for UK financial advisers, offering diversified fund solutions with clearly defined risk outcomes. Trade execution is delegated to Marlborough Investment Management, with Rockhold retaining mandate oversight through its Investment Committee and Risk Committees.
• Rockhold Model Portfolios (MPS) Private client Model Portfolio Service providing diversified portfolio solutions with clearly defined risk outcomes. Underlying portfolio management is delegated to Seven Investment Management LLP, with Rockhold providing oversight and adviser-facing reporting.
• 7IM Retirement Income Solution Specialist retirement income investment solution offered in partnership with 7IM, designed to deliver income-focused investment management for advisers serving retiree clients.
• Rockhold IFSL Fund Blending Service Portfolio construction service enabling advisers to blend IFSL Rockhold Funds with other investment options within a defined framework, supporting tailored client solutions.

Quantifiable outcome

• All portfolios generated positive returns across all time periods reviewed (2022-2026)

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and key.

• Marlborough Investment Management (MIM)coreTechnology or IntegrationRockhold delegates trade placement and execution for IFSL Rockhold Funds to Marlborough Investment Management. Rockhold reviews MIM's order execution arrangements through assurance reviews, periodic attestations, and independent sample testing.
• Seven Investment Management LLP (7IM)coreTechnology or IntegrationRockhold delegates investment management of private client portfolios to Seven Investment Management LLP. Rockhold works with 7IM on the Retirement Income Solution offering.
• 7IM Retirement Income SolutionkeyStrategic or Co-development PartnerRockhold offers the 7IM Retirement Income Solution as part of their investment solutions portfolio, providing retirement-focused investment options for advisers to offer clients.
• ASHL GroupcoreChannel Partner/ Reseller/ DistributorRockhold investment solutions are distributed exclusively via financial advisers within the ASHL group. For restricted advisers, this forms a core part of the proposition they offer to clients.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Brooks Macdonald: UK discretionary wealth and asset manager providing model portfolio services and multi-asset funds to advisers and private clients. Comparable on adviser-channel MPS and risk-banded portfolio construction, with a much larger AUM base.
• Tatton Investment Management: UK-based model portfolio service (MPS) and fund-of-funds provider that distributes exclusively through financial advisers. Highly comparable to Rockhold in target customer (UK IFAs), product structure (risk-banded model portfolios), and oversight-driven value proposition.
• Seven Investment Management (7IM): UK wealth manager offering model portfolios, multi-asset funds, and a retirement income solution distributed via advisers. Directly comparable to Rockhold on multi-manager portfolios and the 7IM Retirement Income Solution collaboration, while also being a current outsourcing partner.

Broad incumbents

• Liontrust Asset Management: UK-listed asset manager offering multi-asset and fund-of-funds portfolios distributed via advisers. Comparable on multi-manager solutions with risk-banded outcomes and UK adviser channel focus.
• Quilter Investors: Large UK wealth solutions provider offering multi-asset model portfolios and funds to adviser firms. Comparable as an incumbent MPS competitor in the same UK adviser segment, though much broader in platform and advice services.
• Premier Miton: UK asset manager with a multi-asset fund range and MPS distributed through UK financial advisers. Comparable on target market, product structure and adviser-led distribution.
• M&G Wealth (including M&G Asset Management): Major UK asset and wealth manager with multi-asset funds, model portfolios and adviser-sold propositions. Comparable to Rockhold on multi-manager oversight and adviser distribution, but at far greater scale and brand recognition.

Others

• Marlborough Investment Management: UK fund management group that handles trade execution for the IFSL Rockhold Funds range. Included as an outsourcing partner and adjacent ecosystem participant, sharing the multi-manager fund infrastructure that Rockhold oversees.

Emerging players

• FundCalibre: UK fund research and rating business serving advisers with multi-manager fund selection and Elite Ratings. Comparable to Rockhold's 'rigorous quantitative + qualitative research' pillar and fund-of-fund selection process, though FundCalibre is research-only rather than managing mandates.
• Square Mile Investment Research: UK adviser-focused investment research and consulting firm providing fund recommendations and model portfolio support. Comparable to Rockhold on adviser-channel fund due diligence and oversight-of-managers positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/about

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Rockhold Asset Management