Momentum Investment Solutions & Consulting

What Momentum Investment Solutions & Consulting does

Momentum Investment Solutions & Consulting, operating under Momentum Global Investment Management Limited (MGIM), is a UK-based multi-asset investment manager founded in 1998 that designs, builds and manages outcome-based investment solutions and provides investment consulting services. The firm serves three primary customer segments — institutional investors (with a dedicated UK pension scheme relations function), financial advisers, and individual investors across the UK, South Africa, Hong Kong and Rest of World markets — and distributes a branded product suite that includes the Momentum Global Equity Fund, VT Momentum Diversified Funds, Momentum Portfolios, Momentum GF Funds, Harmony Portfolios and Curate Investments. Operations are run from offices in London (headquarters) and Liverpool, with a Hong Kong contact point supporting international distribution, and the firm is regulated by the UK Financial Conduct Authority.

MGIM is a wholly-owned subsidiary of Momentum Group Limited, a large South African insurance and investment business listed on the Johannesburg Stock Exchange, which provides corporate backing, governance and cross-border reach. The business model is recurring investment management fees on the firm's fund range, complemented by investment consulting services for institutional clients; pricing is quote-based and not publicly disclosed, and revenue figures are not published. Distribution is sales-led: direct sales teams cover UK institutional and adviser channels, financial advisers serve as intermediaries for end clients, and international distribution is supported through the Harmony Portfolios representative arrangement and a J.P. Morgan SE Luxembourg transfer agent partnership for the Momentum Global Funds (MGF) umbrella.

The stated value proposition centres on an outcomes-based investing philosophy that places each investor's goals at the centre of portfolio construction, combined with a focused investment methodology developed over more than 25 years and a brand positioned around ethics, honesty, integrity and transparency. Content marketing — including Global Matters Viewpoint commentary, a Chart of the Week series and a media centre — is used to support adviser and institutional credibility, while responsible investing is embedded as a core belief. Core technology and proprietary systems are not publicly disclosed; the firm appears to compete primarily on investment philosophy, brand reputation and parent-group distribution rather than on technology differentiation.

Name

Momentum Investment Solutions & Consulting

Legal name

Momentum Global Investment Management Limited

Website

https://momentum.co.uk

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Momentum Investment Solutions & Consulting (Momentum Global Investment Management) is a UK-based multi-asset investment manager founded in 1998 that delivers outcome-based investment solutions and investment consulting to institutional investors, financial advisers and individual investors across the UK, South Africa, Hong Kong and Rest of World markets.

Ownership category

akta.pro rank

Product category

Investment Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Multi-asset investment management
• Investment consulting services
• Outcome-based investing
• Global equity funds
• Pension scheme advisory

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

Revenue model

1. Investment Management Fees: Momentum Global Investment Management generates revenue through investment management fees from managing global multi-asset investment solutions for institutional and individual investors.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

Momentum Global Investment Management (MGIM) is a specialist global multi-asset investment manager that designs, builds, and manages outcome-based investment solutions for institutional investors, financial advisers, and individual investors across the UK, South Africa, Hong Kong, and Rest of World markets. The firm provides investment management services through a suite of branded fund families (Momentum Global Equity Fund, VT Momentum Diversified Funds, Momentum GF Funds, Momentum Portfolios, Global Managed Solutions, Curate Investments) and offers investment consulting services to pension schemes and other institutional clients.

Product overview

Momentum Global Investment Management (MGIM) operates as a platform of investment solutions and consulting services, offering both proprietary funds and investment advisory capabilities. The core product is the Outcomes-based Investing approach, which encompasses the Momentum Global Equity Fund as the flagship multi-asset fund. The product suite includes various branded fund families: VT Momentum Diversified Funds and Momentum Portfolios for UK investors, Momentum GF Funds for international investors, Global Managed Solutions for South African investors, and Curate Investments for international advisers. The platform also provides institutional investment consulting services for pension schemes and other institutional clients. The company operates under Momentum Investment Solutions & Consulting (MISC) as part of Momentum Group Limited.

Differentiator

Problem solved

Functional benefit

Brands

• Momentum Global Equity Fund: A truly diversified portfolio that harnesses the expertise of leading stock pickers worldwide while balancing risk and reward
• Momentum GF Funds
• Momentum Portfolios
• Harmony Portfolios
• VT Momentum Diversified Funds

Products and services

• Momentum Global Equity Fund A multi-asset global investment fund providing a truly diversified portfolio that harnesses the expertise of leading stock pickers worldwide while balancing risk and reward. Designed for investors seeking a resilient and dynamic strategy to capture opportunities across markets, sectors, and styles.
• Outcomes-based Investing Solutions Outcome-based investment solutions designed to help investors achieve their unique investment goals, placing investor needs at the centre of the investment process. Core investment philosophy underpinning MGIM's product suite.
• Investment Management Services Specialist global multi-asset investment management services including designing, building, and managing outcome-based investment solutions for institutional and individual investors.
• Investment Consulting Services Advisory and consulting services for institutional investors including pension schemes, providing investment consulting alongside portfolio management mandates.
• Global Managed Solutions Investment solutions available to South African investors through the global managed solutions platform.
• Momentum GF Funds A range of global investment funds offered to international investors including Hong Kong investors.
• VT Momentum Diversified Funds UK-focused investment solutions for individual investors, including diversified funds, portfolios, and GF funds.
• Momentum Portfolios UK-based investment portfolios designed for individual investors, available through the UK Individual Investor portal.
• Curate Investments Curated investment solutions for international financial advisers, providing them with products to recommend to their underlying clients.
• Hong Kong Investor Solutions Investment solutions for Hong Kong-based investors, distributed via Harmony Portfolios with a regional contact point.
• Rest of World Investor Solutions Investment solutions for Rest of World investors outside of Hong Kong, represented by Harmony Portfolios with Stefan Jordaan as the contact point based in Hong Kong.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Two partnerships are on record, tiered operational and regional partner.

• J.P. Morgan SEoperationalOthersJ.P. Morgan SE serves as the transfer agent and registrar for Momentum Global Funds (MGF) in Luxembourg, providing fund administration and registration services.
• Harmony Portfoliosregional partnerOthersHarmony Portfolios serves as the representative for Rest of World investors outside of Hong Kong, with Stefan Jordaan serving as the contact point based in Hong Kong.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Others

• Hargreaves Lansdown: UK investment platform and fund supermarket that distributes third-party multi-asset funds (including Momentum's VT funds) to retail and advised clients, providing indirect distribution access.

Direct peers

• 7IM (Seven Investment Management): UK-based multi-asset discretionary manager offering outcome-oriented portfolios to advisers, private clients, and institutions, with a similar proposition and scale tier.
• Quilter: UK wealth manager with multi-asset investment solutions for advised clients, offering platform services and discretionary fund management with similar target customer segments.
• Rathbones Group: UK wealth and investment manager offering multi-asset portfolio management and investment services to individuals, charities, and advisers through direct and intermediary channels.
• Liontrust Asset Management: UK-listed asset manager offering multi-asset and fund-of-funds strategies distributed through financial advisers and institutional channels, with overlapping outcomes-based product positioning.
• St. James's Place: UK-based wealth and investment management group focused on multi-asset outcomes for advised and individual clients, with a comparable adviser-led distribution model and discretionary fund solutions.
• Brooks Macdonald: UK-based discretionary investment manager providing multi-asset portfolio solutions to private clients, intermediaries, and institutions, with a comparable adviser-led distribution footprint.

Broad incumbents

• M&G Investments: UK-based asset manager offering multi-asset and fund solutions for retail, adviser, and institutional clients, with comparable geographic reach across the UK and Europe.
• Schroders: Large UK-headquartered global asset manager offering multi-asset, institutional, and adviser solutions across multiple geographies, competing with MGIM for UK pension scheme and intermediary mandates.
• abrdn: UK-listed global asset manager with a substantial multi-asset and adviser franchise, competing across MGIM's institutional, adviser, and individual investor segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/momentumglobalinvestmentmanagement

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 Momentum Investment Solutions & Consulting