YOU Asset Management
YOU Asset Management is a UK-based, FCA-authorised investment management firm providing multi-asset portfolio management services across Active, Income, Enhanced Passive, and Ethical Portfolios to private clients, trusts, charities, and corporate bodies.
- Company typePrivate
- Founded2004
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What YOU Asset Management does
YOU Asset Management Limited is a UK-based, FCA-authorised investment management firm established in 2004, headquartered at Brennan House, Farnborough Aerospace Centre Business Park, with correspondence handled via a Stockport PO Box. The company provides multi-asset fund management and portfolio design services to four customer segments: private clients, trusts, charities, and corporate bodies. Its product suite comprises four core portfolio strategies — Active, Income, Enhanced Passive, and Ethical Portfolios — supplemented by proprietary Multi-Asset Blend Funds, plus Model Portfolios positioned for the adviser channel. The firm trades under the 'YOU' brand and positions itself as 'award-winning', with awards referenced on its website though specific accolades are not publicly detailed.
YOU Asset Management firmographics
Firmographics- Name
- YOU Asset Management
- Legal name
- YOU Asset Management Limited
- Website
- https://beaufortinvestment.co.uk
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- YOU Asset Management is a UK-based, FCA-authorised investment management firm providing multi-asset portfolio management services across Active, Income, Enhanced Passive, and Ethical Portfolios to private clients, trusts, charities, and corporate bodies.
- Ownership category
- akta.pro rank
YOU Asset Management industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where YOU Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
YOU Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Services: YOU Asset Management generates revenue through investment management fees charged to clients for managing their investment portfolios. The firm offers Active, Income, Enhanced Passive and Ethical Portfolios as well as proprietary Funds, suggesting a traditional asset management fee structure based on assets under management (AUM).
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
YOU Asset Management product offering
Product offeringCore offering
YOU Asset Management provides multi-asset investment management services to UK private clients, trusts, charities and corporate bodies. Its offering comprises Active, Income, Enhanced Passive and Ethical Portfolios, supported by proprietary Multi-Asset Blend Funds and off-the-shelf Model Portfolios for advisers and clients. The firm is authorised and regulated by the Financial Conduct Authority and charges management fees on assets under management.
Product overview
YOU Asset Management is an award-winning investment management firm offering a unified platform of investment solutions comprising Active, Income, Enhanced Passive, and Ethical Portfolios, along with its own Multi-Asset Blend Funds and Model Portfolios. These products serve private clients, trusts, charities, and corporate bodies, providing a comprehensive range of risk profiles and investment approaches.
Differentiator
Problem solved
Functional benefit
Products and services
- Active Portfolios Actively managed investment portfolios designed for private clients, trusts, charities, and corporate bodies seeking professional fund management across varying risk profiles.
- Income Portfolios Investment portfolios focused on generating income distributions for investors seeking regular cash returns from their investments.
- Enhanced Passive Portfolios Portfolios that combine passive indexing strategies with active enhancement to improve returns while maintaining cost efficiency for clients.
- Ethical Portfolios Socially responsible investment portfolios that exclude certain sectors and include companies meeting environmental, social, and governance (ESG) criteria.
- Multi-Asset Blend Funds Proprietary funds that invest across multiple asset classes, providing diversification through a blend of equities, bonds, and other securities.
- Model Portfolios Pre-constructed portfolio models available for advisers and clients to implement, offering ready-made multi-asset investment strategies.
Companies that use YOU Asset Management
Customer profileSegments4 records
Ideal customer profiles4 records
YOU Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
YOU Asset Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
YOU Asset Management competitors and assessment
Company assessmentDirect peers
- Brewin Dolphin: UK wealth manager offering discretionary investment management, model portfolios, and MPS to private clients, charities, and intermediaries. Operates in the same product space at greater scale, making it a relevant size-up benchmark for YOU's product mix.
- 7IM (Seven Investment Management): UK-based multi-asset discretionary investment manager offering active, passive, income, and ethical strategies via model portfolios and proprietary funds. Most directly comparable to YOU Asset Management in product mix, multi-strategy structure, and target client base of private clients, advisers, and intermediaries.
- Tatton Investment Management: UK-based model portfolio and managed portfolio service (MPS) provider focused on the IFA channel, with active and passive multi-asset strategies. Highly comparable distribution and product model, though more platform-channel oriented than YOU's direct-to-client approach.
- Quilter Cheviot: UK discretionary investment manager offering bespoke and model portfolio services to private clients, intermediaries, and charities. Comparable in multi-asset discretionary approach and client-segment focus, though materially larger in scale.
- Rathbones: UK-listed wealth manager providing discretionary investment management and model portfolio services to private clients, charities, and trustees. Closely comparable in client segment targeting (especially charities and trusts) and FCA-regulated product set.
- Evelyn Partners: UK wealth management, investment management, and professional services firm offering multi-asset discretionary portfolios to private clients, trusts, and charities. Comparable client segments and product breadth, with overlapping ethical/ESG portfolio offerings.
- Brooks Macdonald: UK wealth and investment manager providing discretionary portfolio management, model portfolios, and MPS services to private clients, charities, and advisers. Larger and more diversified than YOU, but operates in the same product and client categories.
- Hawksmoor Investment Management: UK boutique multi-asset investment manager offering active and income-oriented portfolios to private clients and advisers. Comparable in boutique scale, multi-asset approach, and emphasis on service quality and reporting — directly overlapping with YOU's positioning.
- Parmenides Capital Partners: UK boutique multi-asset investment manager offering discretionary and model portfolio services. Comparable in boutique scale and multi-asset philosophy, with overlapping appeal to private client and intermediary segments.
Broad incumbents
- abrdn (Abrdn plc): Large UK-listed global asset manager with significant UK multi-asset, model portfolio, and discretionary wealth capabilities. Not a direct boutique competitor, but a relevant incumbent benchmark for the broader UK multi-asset investment management category in which YOU operates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
YOU Asset Management social profiles
Digital presenceYOU Asset Management compliance and trust
Trust signalCompliance1 record
YOU Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
YOU Asset Management leadership team
Management profileNumber of profiles
YOU Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
YOU 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 YOU Asset Management
What does YOU Asset Management do?
YOU Asset Management provides multi-asset investment management services to UK private clients, trusts, charities and corporate bodies. Its offering comprises Active, Income, Enhanced Passive and Ethical Portfolios, supported by proprietary Multi-Asset Blend Funds and off-the-shelf Model Portfolios for advisers and clients. The firm is authorised and regulated by the Financial Conduct Authority and charges management fees on assets under management.
Is YOU Asset Management a public or private company?
YOU Asset Management is a private company. It is classified as unknown and is currently operating.
When was YOU Asset Management founded?
YOU Asset Management was founded in 2004. It employs 11 to 50 people.
Where is YOU Asset Management based?
YOU Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does YOU Asset Management make money?
One revenue line is on record: investment Management Services.
Who are YOU Asset Management's main competitors?
Direct peers on record are Brewin Dolphin, 7IM (Seven Investment Management), Tatton Investment Management, Quilter Cheviot, Rathbones, Evelyn Partners, Brooks Macdonald, Hawksmoor Investment Management and Parmenides Capital Partners. abrdn (Abrdn plc) is listed as a broad incumbent.
Does YOU Asset Management have an API?
No public API is recorded for YOU Asset Management.
What industry is YOU Asset Management in?
YOU Asset Management's product category is Investment Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.