Fundamental Asset Management Limited is an independent, owner managed, AIM specialist focussing on tax efficient investing and growth. We have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004.
We have an unrivalled knowledge of AIM, the London Stock Exchange’s market for small and medium size growth companies. AIM has developed into the world’s most successful and established market for dynamic high-growth companies. Some AIM stocks qualify for Business Property Relief and benefit from 100% Inheritance Tax relief when held for two years and until death.
Our mission is to offer UK investors the opportunity to invest into diversified portfolios of high growth UK smaller companies, which have been thoroughly researched and analysed. Our methodology has not changed since we started and several companies we invested in at our launch still remain in our portfolios today.
We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets. We believe in investing in high quality, cash generative, profitable, growth companies, preferably where the management of these companies’ interests are aligned to those of our clients through them holding substantial equity stakes.
Our experience and expertise, gained through several stock market cycles, along with our outstanding customer service, makes Fundamental Asset Management one of the most successful AIM managers for tax efficient investing in the UK.
Meet the team…
+44 (0) 1923 713 894 Email Jonathan
Jonathan is a Business Development Manager at Fundamental Asset Management. His role includes assisting clients and intermediaries. Jonathan has over 12 years’ experience in the finance industry. Over that time, Jonathan has worked for Barclays, Metro Bank and Moneycorp. Jonathan has been a Bank Manager as well as a Relationship Manager having looked after individuals and businesses of every shape and size.
+44 (0) 1923 713 892 Email Stephen
Stephen is a co-founder, major shareholder and director of Fundamental Asset Management where he oversees the trading, asset allocation and operational aspects of managing all AIM IHT portfolios at Fundamental. Stephen started his career at the investment bank, UBS in 1990. Following 9 successful years, which saw him progress to becoming a sales trader on the European portfolio trading desk, Stephen joined Washington Asset Management where he was senior trader for a US Long/short hedge fund. Stephen helped grow the fund from $30m to $250m before leaving in 2004 to co-found Fundamental.
+44 (0) 1923 713 893 Email Chris
Chris is a co-founder, major shareholder and director of Fundamental Asset Management. Chris qualified as a Chartered Accountant in 1989 and has primary responsibility at Fundamental for company research and portfolio management for the firm’s equity portfolios, with particular focus on AIM. Prior to Fundamental Chris oversaw activities at the Washington Financial Group, where he was a key member of the investment management team of the Washington US Fund Ltd, a successful equity fund.
- General Portfolio Management
- AIM Market expertise with Inheritance Tax planning
- SIPP Portfolio Management
- Fund Management