Business Details
18 Years
experience
Your Trusted Financial Advisers in London
Vintage Asset Management is an independent boutique discretionary fund management company established in 2008. We are authorised and regulated by the Financial Conduct Authority (FCA) with number 489408, operating from our London office at 7a Wyndham Place. Our client-centric approach focuses on preserving and growing wealth through bespoke investment strategies tailored to individual needs. With decades of combined experience, our team specialises in asset allocation, risk management, and long-term portfolio optimisation. We serve individuals, families, companies, and trusts, offering seamless administration and transparent communication.Our investment philosophy prioritises capital preservation while seeking growth through diversified portfolios across equities, fixed income, and alternative assets. Regular portfolio reviews and quarterly investment committee meetings ensure our strategies remain aligned with client objectives. We maintain strong relationships with financial advisers to facilitate informed decision-making for clients. Our commitment to quality is reflected in our team's professional qualifications and industry expertise. We continuously invest in our propositions to deliver optimal outcomes for our clients.
Services
Discretionary Fund Management
Bespoke Portfolio Management
MPS+ Service
Platform-based Managed Portfolios
Wealth Monitoring Services
Details
- Year established: 2008
Highlights and features
- We are FCA-authorised with over 15 years of discretionary fund management experience
- Our team includes CISI-qualified professionals with decades of industry expertise
- We create bespoke portfolios tailored to individual financial circumstances
- We maintain transparent communication with regular portfolio performance updates
- Our investment strategy combines long-term focus with flexible short-term adjustments
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Discretionary Fund Management
Our discretionary fund management service creates customised investment portfolios aligned with client risk profiles. We actively manage assets across equities, fixed income, and alternatives while maintaining quarterly rebalancing. This service suits clients seeking comprehensive wealth management with regular performance reporting.
Bespoke Portfolio Management
Tailored investment solutions designed to match individual financial goals and risk tolerance. We implement personalised asset allocation strategies with ongoing adjustments based on market conditions and client circumstances. This service includes regular portfolio reviews and detailed performance analysis.
MPS+ Service
Cost-effective model-based portfolios for investments between 250,000 and 500,000. Combines strategic asset allocation with quarterly rebalancing, offering a structured approach for clients seeking professional management without full bespoke service requirements.
Platform-based Managed Portfolios
Access to diversified investment strategies through leading platforms for smaller portfolios. These risk-rated model portfolios follow our core asset allocation principles with quarterly adjustments to maintain strategic alignment.
Wealth Monitoring Services
Professional monitoring of assets held elsewhere with transition support to our discretionary service. We provide ongoing evaluation of external holdings while offering guidance on consolidating investments for more effective management.
People
Edward Hands
Director
Director with 30 years' experience in investment management, previously at Threadneedle and Commerzbank. Member of CISI and key portfolio management expert.
Julian Cooke
Director of Client Services
Investment director with 25+ years' experience, previously at Govett Investments and RM Walkden. Oxford graduate and CISI member specialising in client relations.
Robert Stein
Director
Founding director with 40+ years in financial services. Alternating member of investment committee with extensive industry knowledge and experience.
Geoff Hartnell
Director
Co-founding director holding alternating investment committee role. Industry veteran with comprehensive understanding of portfolio management and client needs.
John Morton
Director
Director with prior leadership roles at European Wealth and Aberdeen Fund Managers. Brings strategic oversight and investment committee expertise since 2019.
Questions
What investment services do you offer?
We provide discretionary fund management, bespoke portfolios, MPS+ service, platform-based managed portfolios, and wealth monitoring solutions tailored to client needs.
How do you manage investment risk?
We implement careful risk controls with position limits, diversified asset allocation, and regular portfolio reviews to balance capital preservation with growth potential.
What is your investment approach?
Our strategy combines long-term focus with flexible adjustments, using quarterly investment committee decisions and weekly market monitoring for optimal portfolio management.
How are portfolios structured?
Portfolios incorporate equities, fixed income, cash, and alternatives, with asset allocation determined by client risk profiles and financial objectives.
What client support do you provide?
We offer transparent communication, regular performance reporting, and dedicated client service through experienced directors with industry qualifications.
How do you work with financial advisers?
We collaborate with FCA-regulated advisers to provide model portfolios, execution-only services, and transition support for client investments across multiple platforms.
