Business Details
Your Trusted Partner for Investment Solutions
At Hawksmoor Investment Management, we specialise in delivering high-quality discretionary investment management services tailored to private clients, trusts, pension schemes, and charities. Our expertise extends to managing multi-asset funds-of-funds and risk-based model portfolios designed for financial advisers. With a disciplined global investment approach, we prioritise rigorous research and active management to ensure responsible stewardship of client assets. Our commitment to excellence is reflected in our growing team of experienced professionals and our dedication to fostering long-term partnerships with private investors and financial advisers nationwide.We operate from offices in Exeter, London, Taunton, Bath, and Worcester, supported by a network of professional introducers. Recognised for our industry-leading services, we have earned numerous professional awards that underscore our dedication to innovation and client-centric solutions.
Services
Portfolio Management Services
Multi Asset Funds
AIM Portfolio Service
Model Portfolio Services
Bespoke Model Portfolio Service
Investment Research
Financial Adviser Partnerships
Highlights and features
- We offer over 10 years of experience in bespoke model portfolio management.
- Our dedicated in-house research teams drive informed investment decisions.
- We prioritise responsible asset management aligned with client objectives.
- Our team includes award-winning professionals with deep industry expertise.
- We provide tailored solutions for private investors and financial advisers.
Services
Portfolio Management Services
Our discretionary portfolio management services cater to private clients, trusts, and charities. We employ a disciplined global investment strategy focused on active management and rigorous research. Clients benefit from tailored solutions designed to align with their financial goals and risk profiles while maintaining a commitment to responsible asset stewardship.
Multi Asset Funds
We manage multi-asset funds-of-funds that blend quality, value, and momentum for optimal returns. Our approach avoids reliance on market indices, instead prioritising targeted stock, bond, and fund selection. This strategy aims to deliver above-average performance while minimising unnecessary risk exposure for investors.
AIM Portfolio Service
Our award-winning AIM Portfolio Service provides tailored investment options for financial advisers. The service leverages in-depth research and active management to construct portfolios aligned with client objectives. We focus on identifying high-potential small-cap investments while maintaining flexibility to adapt to evolving market conditions.
Model Portfolio Services
We offer risk-based model portfolios designed for financial advisers seeking scalable investment solutions. These portfolios utilise platform-agnostic fund selections and incorporate regular monitoring. Our approach allows advisers to maintain control while benefiting from professional oversight and ongoing portfolio optimisation.
Bespoke Model Portfolio Service
This service enables financial advisers to create tailored investment strategies for their clients. We collaborate closely to develop custom portfolios using suitable investments accessible on preferred platforms. The service includes bespoke reporting and monitoring to ensure alignment with specific client needs and business models.
People
Shane Weston
Account Director
With extensive financial services experience, Shane provides expert guidance to professional advisers. He specialises in developing tailored investment solutions and maintaining strong client relationships through responsive, high-quality service delivery.
Jill Gill
Account Manager
Jill combines deep industry knowledge with client-focused support for financial professionals. She excels in explaining complex investment concepts clearly and works closely with advisers to implement effective portfolio strategies.
David Chapman
Account Director
As an experienced investment professional, David offers strategic insights to financial advisers. He focuses on enhancing client offerings through bespoke portfolio solutions while maintaining a commitment to professional standards and client satisfaction.
Questions
What services do you offer for private investors?
We provide discretionary portfolio management tailored to individual needs, focusing on responsible wealth management.
How do you support financial advisers?
We offer bespoke model portfolios and investment solutions designed to enhance advisers' client offerings.
What distinguishes your investment approach?
Our global, multi-asset strategy combines rigorous research with active management for optimal returns.
Where are your offices located?
We operate from Exeter, London, Taunton, Bath, and Worcester, with nationwide partnerships.
