Who are we?
Momentum Global Investment Management Limited is a global investment manager, established in the UK in 1998. We focus on designing, building and managing outcome-based investment strategies which are delivered through single and multi-asset portfolios and tailored client solutions.
We work closely with our institutional and adviser partners in the UK and Europe, Asia, the Middle East, South America and South Africa in order to manage solutions that meet the needs of our clients.
The firm is a wholly owned subsidiary of Momentum Group Limited, a large South African insurance and investment business listed on the Johannesburg Stock Exchange.
Our services
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.
Our approach
At Momentum we have leveraged our investment expertise and resources to deliver a truly focused outcome-based investment approach. The philosophy is both simple and compelling in taking clearly defined steps in asset allocation, investment selection and risk mitigation to increase the probability of delivering a stated investment outcome over a defined time horizon. Our aim is to smooth the investment journey towards the outcome and in doing so keeping clients invested over all market conditions.
Our values
Our core values of accountability, diversity, excellence, innovation, integrity and teamwork 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.
Momentum Group Limited
Momentum Group Limited is a significant player in South Africa's life insurance and integrated financial services sectors. With 126 years of proud heritage, the company currently has over 16,000 employees operating across nine countries including South Africa, the UK, Guernsey, India, Botswana, Ghana, Lesotho, Mozambique, and Namibia.
Our federated model emphasises empowerment, accountability, and continuous engagement with all our stakeholders. Designed in close consultation with leaders across the group, this operating model aims to unleash each business unit's inherent energy and commercial drive through our collaborative federated approach.
Momentum Group is well known for product innovation, outstanding service delivery, and commitment to working in close alignment and support of financial advisers. Our client-facing retail and specialist brands, include renowned names such as Momentum, Metropolitan, Guardrisk, and Eris Properties.
We are distinguished by our ethos as a business with heart, ensuring genuine care and integrity in every interaction with clients, stakeholders, and community stakeholders.
Our group purpose is to build and protect our clients’ financial dreams.
Award-winning
Momentum has received prestigious industry awards for our continued commitment to delivering leading products and services to our clients.
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