Cambridge Investments

What Cambridge Investments does

Cambridge Investments Limited is a UK-authorised discretionary portfolio manager that has managed client assets since 1971. The firm operates a single core service, the Cambridge Managed Portfolio Service, which offers risk-rated model portfolios ranging from defensive to global equity strategies. Portfolios are constructed by an internal Investment Committee using strategic asset allocation, tactical asset allocation, and mean variance optimisation, and combine actively managed funds with passive tracker funds to deliver a low-cost, fully diversified mandate per investor profile. The offering addresses long-term growth, regular income, and ethical investment objectives via a single managed product surface.

The technology stack combines a discretionary investment management platform with risk-rated model portfolios, a client portal, and integration with an investment platform partner. Cambridge relies on provider partners for certain data-processing, records-management, and reporting workflows, including AI-assisted tooling used for compliance and back-office tasks rather than for investment decisioning. The service is delivered exclusively through a B2B channel — independent financial advisers within the Perspective Financial Group and broader UK adviser network — and end clients are matched to model portfolios based on their investment aims, risk profile, and investment style.

Revenue is generated from recurring investment management fees deducted directly from client portfolios on a monthly cadence. The firm does not publish pricing, AUM, or revenue figures. Operating geographies are confined to the United Kingdom under FCA regulation (Register No. 114762), and corporate support — including accountancy, compliance, and shared back-office services — is provided by parent company Perspective Financial Group Limited.

Name

Cambridge Investments

Legal name

Cambridge Investments Limited

Website

https://cambridgeinvestments.co.uk

Company type

Private

Founded year

1971

Operating status

Operating

Headcount range

51–100 employees

Short description

Cambridge Investments Limited is a UK FCA-authorised discretionary portfolio manager providing risk-rated model portfolio strategies to private investors exclusively via independent financial advisers, including affiliates of parent Perspective Financial Group Limited, since 1971.

Ownership category

akta.pro rank

Product category

Discretionary Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD)

Keywords

• Discretionary portfolio management
• Model portfolio strategies
• Investment management services
• Asset allocation services
• Financial adviser support

Headquarters

HQ city

Cambridge

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Discretionary Portfolio Management Fees: Cambridge Investments operates as a discretionary portfolio manager, providing investment management services that combine client investments into risk-rated portfolios. Investment management costs are typically deducted directly from the portfolio. The company has been managing client assets since 1971.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Cambridge Investments Limited is a discretionary portfolio manager that delivers the Cambridge Managed Portfolio Service, combining client investments into one low-cost, fully diversified, risk-rated investment portfolio spanning defensive to global equity strategies. The portfolios blend actively managed and passive tracker funds, are managed by an internal Investment Committee using strategic and tactical asset allocation, and are accessed exclusively via independent financial advisers who match their clients to the appropriate model portfolio based on aims, risk profile, and investment style.

Product overview

Cambridge Investments offers a single unified discretionary portfolio management service called the Cambridge Managed Portfolio Service. The service provides risk-rated investment portfolios ranging from defensive to global equity strategies, managed by the company's Investment Committee. Portfolios combine actively managed funds (with fund managers selecting investments) and passive tracker funds that replicate selected indices. The investment process incorporates strategic asset allocation (longer-term target mix), tactical asset allocation (shorter-term active decisions), and mean variance analysis for portfolio optimization. The service is accessed exclusively through financial advisers.

Differentiator

Problem solved

Functional benefit

Products and services

• Cambridge Managed Portfolio Service Discretionary portfolio management service offering risk-rated model portfolio strategies (defensive to global equity) that combine actively managed and passive tracker funds into a single low-cost, fully diversified portfolio. Managed by Cambridge's Investment Committee using strategic and tactical asset allocation and mean variance analysis, and accessed exclusively through independent financial advisers who match clients to portfolios based on investment aims, risk profile, and style.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• 7IM (Seven Investment Management): UK-based discretionary investment manager providing model portfolio services via financial advisers, with risk-graded multi-asset funds matching Cambridge's risk-rated portfolio range.
• Rathbones Group: UK discretionary investment manager with a significant model portfolio service distributed through financial advisers, offering multi-asset risk-rated portfolios comparable to Cambridge's offerings.
• Charles Stanley: UK wealth manager and discretionary fund manager providing portfolio management services to private clients both directly and through advisers, with overlapping product capabilities and target customer segment.
• Thesis Asset Management: UK multi-affiliate discretionary investment manager offering MPS-style portfolios distributed through financial advisers, with overlapping product structure and target IFA client base.
• Brooks Macdonald: UK-listed discretionary investment manager offering model portfolio services through financial advisers, with a comparable risk-rated MPS product range and similar mid-market positioning to Cambridge Investments.
• Psigma Investment Management: UK-based discretionary portfolio manager providing risk-rated model portfolio strategies accessed exclusively via financial advisers, closely mirroring Cambridge's IFA-only distribution model and product structure.

Broad incumbents

• Quilter Cheviot: UK discretionary investment manager and private wealth arm of Quilter plc, offering risk-rated multi-asset portfolios to private investors via advisers, comparable in product but at materially larger scale.
• Brewin Dolphin: Large UK wealth manager with a substantial discretionary investment management arm serving private clients through advisers, providing a broader, more diversified offering but overlapping directly with Cambridge's core MPS product.

Emerging players

• Premier Miton Investors: UK asset manager offering multi-asset and risk-targeted portfolios to advisers and private investors, with a comparable product set but a smaller and more challenger-positioned profile than Cambridge.
• James Hambro & Partners: UK discretionary wealth manager offering risk-rated portfolio management to private clients and through adviser relationships, comparable in service model though smaller and more boutique than Cambridge.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cambridge-investment-ltd-

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

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 Cambridge Investments