We are proud to announce that we have been awarded Best International Fund Management Group of the Year (Small under $10bn) at the 2021 International Adviser Global Financial Services Awards.
Managed by International Adviser, the Global Financial Services Awards recognises the product and service providers give, and going the extra mile for financial advisers and their clients.
Who are we?
Momentum Global Investment Management was established in the UK in 1998 and focuses on designing, building and managing outcome-based investment solutions, delivered through multi-asset portfolios and tailored client solutions.
We work closely with our institutional and adviser partners in the UK and Europe, Asia and the Middle East, South America and South Africa in order to manage solutions that meet the needs of our clients.
The firm is part of Momentum Metropolitan Holdings Limited. With a market capitalisation of US $1.8 billion as at December 2021, Momentum Metropolitan remains one of South Africa’s larger life insurers and integrated financial services companies.
The services we provide
Our solutions are structured to provide a broad investment offering based on a sophisticated investment approach that aims to help portfolios perform predictably in line with set investment goals, in an array of market conditions.
Our team of investment specialists are empowered to work collaboratively as a team, and with partners, to identify and implement innovative investment ideas based on our wealth of experience.
Alongside investment management, we have a team of experienced investment consultants who provide independent advice to UK pension schemes. As for investment management, the focus in our investment consulting business is to assist our corporate clients to achieve their required investment outcomes.
At Momentum we have leveraged our investment expertise and resources to deliver a truly focussed outcome-based investment approach. The philosophy is both simple and compelling in taking clearly defined steps in asset allocation, risk mitigation and investment selection to increase the probability of delivering the investment outcome over a defined time horizon. Our aim is to smooth the investment journey towards the outcome and in doing so keeping the client invested over all market conditions.
Our core values of accountability, integrity, excellence, teamwork, innovation and diversity are at the heart of everything we do; they define how we do business and engage with our clients and internal stakeholders.
While talent, resources and expertise are the cornerstones of any business, it is the ability to truly understand our clients’ needs and work together to deliver an appropriate and differentiated solution that sets us apart: we believe that this is Momentum’s competitive edge.Our Values
Responsible Investing & PRI
We are privileged to be a fiduciary for our clients and stakeholders. Responsible investment (RI) practices resonate with our outcome-based investing philosophy to align with our clients’ long-term goals to positively influence the world they live in. We believe companies and investment managers are aware of their broader duty to deliver superior investment outcomes over the long term. This policy is applicable to the following Momentum Investments authorised financial services providers in terms of the Financial Advisory and Intermediary Services.Responsible Investing
Momentum Metropolitan Holdings Limited
Momentum Metropolitan is well known for its product innovation, outstanding service delivery, and commitment to working in close alignment and support of financial advisers. Employing almost 16,000 people across the various operating brands Metropolitan, Momentum, Guardrisk and Eris Properties, Momentum Global Investment Management has a strong and capable parent company to support its growth aspirations.
Momentum Metropolitan's purpose - To enable businesses and people from all walks of life to achieve their most important financial goals and life aspirations. As an investment business, this translates into helping investors achieve their required investment outcomes.
Momentum Metropolitan's vision - To partner with clients and financial advisers as their preferred investment provider of choice.