About Us

About
Fundamental

Founded in 2004, Fundamental Asset Management is an independent, owner managed investment specialist focusing on direct equity investment for high net-worth individuals.

Founded in 2004, Fundamental Asset Management is an independent, owner managed, investment specialist focusing on direct equity investment.

Our mission is to craft bespoke solutions that align with your unique financial goals, enhancing your lifestyle and ensuring your legacy endures for generations.
The firm carries out its own in-depth research and analysis of exciting companies, trading on both the UK and leading overseas stock markets. 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 Relief and benefit from 100% Inheritance Tax relief when held for two years and until death.

OUR TEAM

Meet the co-founders

Stephen Drabwell

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.

Chris Boxall

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.

For enquiries, please reach out to Jonathan

Jonathan Bramall

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.

WHY US?

What separates Fundamental Asset Management from other asset managers?

1. Same portfolio managers since founding in 2004 – with expertise investing in international markets.

2. Our in-depth research seeks out the best investment opportunities.

3. Experience and expertise, gained through several stock market cycles, along with our outstanding customer service, makes Fundamental Asset Management one of the most successful managers with a focus in tax efficient investing in the UK.

4. We offer tailor-made bespoke investment portfolios for people who want to invest, not just for today but for the years ahead. These are not generic funds. They are crafted for you.

5. Personal service with resources such as market insights.

6. Competitively priced compared to similar products in the market providing excellent value.

7. Direct contact with our portfolio managers.

8. Our portfolios have significantly outperformed comparative indices since inception in 2004.

9. Client retains access to their portfolios - assets remain in client’s own name - so no loss of control and client has freedom to redeem part or all if needed.

10. No Hidden Charges Guarantee.

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