"Using the Margetts funds is a great way of consolidating investments within a tax efficient product"
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Institutional Mandates


For large investors with specific needs, our fund of funds range may not be entirely appropriate. Margetts are able to offer you an alternative; managing a bespoke portfolio in a similar style to our fund of funds and utilising the skills of specialist fund managers from numerous top investment firms in the world in order to create a portfolio of collective investment schemes diversified over multiple asset classes and geographical locations.

To find out more details about this service please call 0121 236 2380.