Brompton Asset Management
Brompton Asset Management is a London-based, independent UK asset management firm that provides dynamic asset allocation multi-asset fund management through EF Brompton, WAY, and VT Brompton fund ranges to financial advisers, private clients, and fund investors.
- Company typePrivate
- Founded-
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Brompton Asset Management does
Brompton Asset Management Ltd is a privately held, London-based asset management firm operating exclusively in the UK market, founded with the launch of its first EF Brompton Multi-Manager OEIC fund in 2012 under Chief Investment Officer Gill Lakin. The company applies a proprietary dynamic asset allocation methodology that adjusts portfolio weightings across global asset classes — equities, bonds, and other instruments — in response to market conditions, investor risk tolerance, and investment timeframes. Its product surface comprises three ranges: the EF Brompton OEIC range (six funds including Global Equity, Global Income, Global Adventurous, Global Balanced, Global Growth, and Global Conservative), the WAY Global range (five portfolios spanning Cautious through Flexible Growth), and the VT Brompton range (Cautious and Adventurous funds on the VT platform). Brompton additionally manages the New Star Investment Trust PLC, listed on the London Stock Exchange.
The firm serves three UK customer segments: financial advisers requiring centralized multi-asset fund solutions for their clients' portfolios, high net worth private clients and family offices needing personalized portfolio management, and end fund investors accessing products through investment platforms. Distribution is sales-led and operates through direct adviser relationships, a dedicated private client service, and fund platform channels. The company explicitly restricts its website and offering to UK persons and excludes US Persons and other non-UK jurisdictions.
The business model is asset management fees charged on funds under management via recurring fund-level fee structures disclosed in individual fund prospectuses and factsheets. Pricing is not publicly disclosed at the firm level. The team is small (11–50 employees), the firm is independent with no parent company, no subsidiaries, and no disclosed funding rounds or M&A activity. Industry recognition includes the 2025 LSEG Lipper Fund Award for Best Mixed Asset GBP Conservative Fund (10-year performance on EF Brompton Global Conservative Fund), a 2021 CFi.co award for Best Asset Allocation Strategy (UK), and a 2018 Thomson Reuters Lipper Fund Award for Best Small Group Over 3 Years — Mixed Assets.
Brompton Asset Management firmographics
Firmographics- Name
- Brompton Asset Management
- Legal name
- Brompton Asset Management Ltd
- Website
- https://bromptonam.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Brompton Asset Management is a London-based, independent UK asset management firm that provides dynamic asset allocation multi-asset fund management through EF Brompton, WAY, and VT Brompton fund ranges to financial advisers, private clients, and fund investors.
- Ownership category
- akta.pro rank
Brompton Asset Management industry classification
Industry- Product category
- Multi-Asset Fund Management
- NAICS
- Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Asset Fund-of-Funds & Multi-Manager Allocation (FSAAAJAI)
- akta.pro secondary industries
- Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where Brompton Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Brompton Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fund Management Fees: Asset management fees charged on funds under management. The company manages investment trusts and multi-asset funds for professional and private clients.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Brompton Asset Management product offering
Product offeringCore offering
Brompton Asset Management provides multi-asset investment management services through its proprietary fund ranges — the EF Brompton OEIC range, the WAY Global fund range, and the VT Brompton range — and acts as investment manager to the New Star Investment Trust PLC. The firm applies a dynamic asset allocation strategy to construct globally diversified portfolios across equities, bonds, and other asset classes, targeting risk-adjusted returns for financial advisers, private clients, and fund investors.
Product overview
Brompton Asset Management is a financial services company offering a multi-asset investment management platform. The company provides two main fund ranges: the EF Brompton OEIC fund family (Global Equity Fund, Global Income Fund, Global Adventurous Fund, Global Balanced Fund, Global Growth Fund, and Global Conservative Fund) and the WAY Global fund family (Global Cautious Portfolio, Global Balanced Portfolio, Flexible Global Growth Portfolio, MA Cautious Portfolio, and Global Growth Portfolio). Additionally, Brompton offers VT Brompton funds (Cautious Fund and Adventurous Fund) through the VT platform. All funds are managed using Brompton's dynamic asset allocation strategy, which adjusts portfolio allocations across asset classes, geographic regions, and sectors based on market conditions and investor risk tolerance. The company also manages the New Star Investment Trust PLC, an investment trust listed on the London Stock Exchange.
Differentiator
Problem solved
Functional benefit
Brands
- EF Brompton Funds: Multi-manager OEIC fund range including Global Equity Fund, Global Income Fund, Global Adventurous Fund, Global Balanced Fund, Global Growth Fund, and Global Conservative Fund.
- WAY Funds
- VT Brompton Funds
Products and services
- EF Brompton Global Equity Fund A multi-asset equity fund within the EF Brompton OEIC range that invests globally in equities, managed using Brompton's dynamic asset allocation strategy to deliver risk-adjusted returns for UK investors and advisers.
- EF Brompton Global Income Fund A multi-asset fund within the EF Brompton OEIC range focused on generating income through global equity and bond investments, managed using dynamic asset allocation.
- EF Brompton Global Adventurous Fund A higher-risk multi-asset fund within the EF Brompton OEIC range with greater equity exposure, targeting growth through dynamic asset allocation across global markets.
- EF Brompton Global Balanced Fund A mid-risk multi-asset fund within the EF Brompton OEIC range balancing equities and bonds, using dynamic asset allocation for moderate growth and income.
- EF Brompton Global Growth Fund A growth-focused multi-asset fund within the EF Brompton OEIC range investing globally in equities and bonds with dynamic asset allocation to optimize returns.
- EF Brompton Global Conservative Fund A lower-risk multi-asset fund within the EF Brompton OEIC range emphasizing capital preservation through diversified global bond and equity allocations; named Best Mixed Asset GBP Conservative Fund for 10-year performance in the 2025 LSEG Lipper Fund Awards UK.
- WAY Global Cautious Portfolio A cautious multi-asset portfolio within the WAY fund range targeting steady income and capital preservation through dynamic asset allocation across global asset classes.
- WAY Global Balanced Portfolio A balanced multi-asset portfolio within the WAY fund range offering a blend of income and growth through dynamically allocated global investments.
- WAY Flexible Global Growth Portfolio A flexible multi-asset portfolio within the WAY fund range seeking global growth opportunities through dynamic asset allocation with broader investment flexibility.
- WAY MA Cautious Portfolio A multi-asset cautious portfolio within the WAY fund range focused on capital preservation with modest growth through diversified global allocations.
- WAY Global Growth Portfolio A growth-oriented multi-asset portfolio within the WAY fund range utilizing dynamic asset allocation to maximize returns from global market opportunities.
- VT Brompton Cautious Fund A cautious multi-asset fund within the VT Brompton range, available through the VT platform, designed for investors seeking lower risk with steady returns.
- VT Brompton Adventurous Fund An adventurous multi-asset fund within the VT Brompton range on the VT platform, targeting higher returns through a more equity-heavy global allocation.
- New Star Investment Trust PLC (investment management mandate) An investment trust listed on the London Stock Exchange for which Brompton Asset Management Limited acts as investment manager, providing portfolio management services. Apex Fund Administration Services (UK) Limited serves as Corporate Secretary in support of Brompton's investment management activities.
- Private Client Service A dedicated multi-asset investment management service for UK high net worth individuals and family offices, offering personalised portfolio construction with dynamic asset allocation, quarterly reviews, and online valuations.
Quantifiable outcome
- EF Brompton Global Conservative Fund named Best Mixed Asset GBP Conservative Fund for 10-year performance in 2025 LSEG Lipper Fund Awards UK
Companies that use Brompton Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Brompton Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Brompton Asset Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- New Star Investment Trust PLCcoreNew Star Investment Trust PLC is an investment trust managed by Brompton Asset Management Limited. Brompton serves as the investment manager, providing portfolio management services.
- Apex Fund Administration Services (UK) LimitedminorApex Fund Administration Services (UK) Limited serves as Corporate Secretary for New Star Investment Trust PLC, providing fund administration services in support of Brompton Asset Management's investment management activities.
Recent moves4 records
Expansion highlights2 records
Brompton Asset Management competitors and assessment
Company assessmentDirect peers
- 7IM (Seven Investment Management): UK-based multi-asset and multi-manager investment manager serving advisers and private clients with model portfolios and centralized investment propositions — a near-direct functional peer to Brompton.
- Quilter Investors: UK multi-asset fund provider offering multi-manager portfolios distributed through financial advisers and platforms, directly overlapping Brompton's OEIC and platform-distributed fund range.
- Tatton Investment Management: UK discretionary fund manager offering model portfolios and multi-asset funds to IFAs, competing with Brompton in the centralized investment proposition space.
- Premier Miton Investors: UK-based boutique asset manager offering multi-asset and multi-manager funds to advisers and intermediaries, closely comparable in scale, product mix, and distribution model to Brompton.
Broad incumbents
- Vanguard UK: Global passive-investment incumbent with low-cost multi-asset LifeStrategy funds that compete directly with Brompton's actively-managed multi-asset range on UK adviser platforms.
- abrdn (formerly Standard Life Aberdeen): Global asset manager with a substantial UK multi-asset and multi-manager franchise (e.g., MyFolio), serving as a scaled incumbent with overlapping distribution channels.
- BlackRock UK: World's largest asset manager offering iShares multi-asset ETFs and model portfolios distributed via UK advisers and platforms — a scaled competitor for the same adviser-driven AUM.
- Legal & General Investment Management (LGIM): Large UK asset manager offering multi-asset and target-date funds distributed via adviser platforms, representing a scale-driven competitor in overlapping product categories.
- Brooks Macdonald: UK wealth manager with discretionary multi-asset portfolios serving private clients and advisers, overlapping with Brompton's private client and fund-of-fund offerings.
- Rathbones Investment Management: Established UK wealth and investment manager offering bespoke multi-asset portfolios to private clients and advisers — a scaled incumbent competing in the same segments Brompton targets.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Brompton Asset Management social profiles
Digital presenceBrompton Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Brompton Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Brompton Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Brompton Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Brompton Asset Management
What does Brompton Asset Management do?
Brompton Asset Management provides multi-asset investment management services through its proprietary fund ranges — the EF Brompton OEIC range, the WAY Global fund range, and the VT Brompton range — and acts as investment manager to the New Star Investment Trust PLC. The firm applies a dynamic asset allocation strategy to construct globally diversified portfolios across equities, bonds, and other asset classes, targeting risk-adjusted returns for financial advisers, private clients, and fund investors.
Is Brompton Asset Management a public or private company?
Brompton Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Brompton Asset Management founded?
Brompton Asset Management was founded in -1. It employs 11 to 50 people.
Where is Brompton Asset Management based?
Brompton Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does Brompton Asset Management make money?
One revenue line is on record: fund Management Fees.
Who are Brompton Asset Management's main competitors?
Direct peers on record are 7IM (Seven Investment Management), Quilter Investors, Tatton Investment Management and Premier Miton Investors. Broad incumbents are Vanguard UK, abrdn (formerly Standard Life Aberdeen), BlackRock UK, Legal & General Investment Management (LGIM), Brooks Macdonald and Rathbones Investment Management.
Does Brompton Asset Management have an API?
No public API is recorded for Brompton Asset Management.
What industry is Brompton Asset Management in?
Brompton Asset Management's product category is Multi-Asset Fund Management. Its primary akta.pro industry code is FSAAAJAI, Multi-Asset Fund-of-Funds & Multi-Manager Allocation, with a secondary code of FSAAAEAD, Balanced & Allocation (Multi-Asset) Funds. Its NAICS code is 52394 and its SIC code is 6282.