Business Details
17 Years
experience
Your Trusted Partner for Asset and Fund Management Solutions in Altrincham
Established in 2009, Spectrum Investment Management has built a reputation as a trusted partner in asset and fund management across the UK. Our team, working collaboratively since 2005, combines deep expertise in property and finance with professional qualifications in surveying and banking. We specialise in delivering tailored solutions for commercial and residential property investments, focusing on value creation through strategic fund establishment, asset management, and supported living initiatives.Our track record includes managing over 700m in property funds and successfully navigating complex economic landscapes to maximise returns for investors. With a relocation to Altrincham in 2016, we continue to innovate while maintaining our commitment to transparency, client-centric service, and sustainable growth.
Services
Fund Management
Asset Management
Supported Living
Property Management
Investment Advisory
Details
- Year established: 2009
Highlights and features
- Our team has collaborated since 2005 with property and finance expertise
- Proven track record managing 700m+ in property funds
- Specialise in tax-efficient fund structures and value engineering
- Pioneers in supported living property investments with local authorities
- Single point of contact for comprehensive property and fund management
Services
Fund Management
We establish and manage property funds with tax-efficient structures, including Jersey Property Unit Trusts. Our expertise covers equity raising, financial structuring, and trustee appointments, having successfully managed 700m+ in assets across 30+ private investor funds. We provide regular reporting and strategic guidance to maximise returns.
Asset Management
Our comprehensive asset management covers commercial and residential properties nationwide. Services include tenant audits, expenditure reviews, rent review policies, and value engineering. We act as single point of contact for property accounting, legal queries, and performance monitoring to enhance investment value.
Supported Living
We develop residential properties for vulnerable adults through partnerships with local authorities. This service combines social impact with investment opportunities, creating stable income streams from council-funded support services while addressing critical housing needs across England.
People
Peter
Investment Manager
With over 15 years' experience in property and finance, Peter leads investment strategies at Spectrum. He specialises in fund structuring and value creation, leveraging his surveying qualifications to deliver optimal returns for private and institutional investors.
David Lockhart
Asset Manager
David oversees asset management operations, focusing on commercial property optimisation. His expertise in tenant relations and lease strategies has driven significant value increases across Spectrum's portfolio, supported by his background in banking and property management.
Questions
What property sectors do you specialise in?
We focus on commercial and residential property investments across England, including retail units, offices, industrial spaces, and supported living accommodations.
How do you add value to investments?
Through tenant audits, expenditure reviews, rent review policies, and strategic asset management, we identify opportunities to increase property values and optimise income streams.
What fund structures do you use?
We specialise in tax-efficient structures using Jersey Property Unit Trusts as feeder funds for UK Limited Partnerships, working with regulated operators like Ogier and Kleinwort Benson.
How do you handle investor reporting?
We provide regular, detailed reports to investors covering property performance, financial updates, and strategic recommendations for maximising returns across managed funds.
