Morant Wright Management Limited
Firm details
- Headquarters
- London,
- CRD number
- 138189
- Registered since
- January 24, 2006
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles55.31%
- Charitable Organizations39.34%
- Pension & Profit Sharing Plans3.24%
- Investment Companies2.12%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Morant Wright Management Limited is a corporation operating as an institutional registered investment adviser since 2006. The firm is owned by an individual and serves an institutional client base, with its primary advisory activity focused on portfolio management for pooled investment vehicles. Its fees combine a percentage-of-AUM model with performance-based fees, indicating the use of incentive structures for at least some mandates or funds. The firm does not identify as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 9
Richard Phillips
DirectorCRD 5069419
Nicholas Sinclair
Managing Partner, Fund ManagerCRD 7856728
Stephen Morant
founder and directorCRD 5069414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 43 St Jamess Pl
- Office locations
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