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Bespoke portfolio management

Tailored portfolios, designed to meet client requirements.

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What we do

We manage bespoke investment portfolios for the long term.

Momentum Investment Management Ltd provides discretionary investment management services to Professional Clients and Eligible Counterparties only. We do not provide services to Retail Clients.

We are covered by the Financial Ombudsman Service and Financial Services Compensation Scheme only where applicable under the relevant rules.

We use third party platforms and custodians selected by our clients. We do not hold client assets or money.

Our interests are aligned with those of our clients through our client-focused investment approach.

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Investment Philosophy

Our approach.

We seek to identify developing economic and market trends and invest in companies that we believe may benefit from those trends.

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Targeted Portfolios

Although we will invest in other asset classes when appropriate, we will concentrate on global equities. Over long periods, global equities have historically generated higher returns than many other major asset classes, although this has not always been the case and past performance is not a reliable guide to future returns.

⤢ Click to enlargePortfolio growth chart
Regulatory Status

FCA authorised investment manager

Momentum is UK-regulated. We do not hold client assets or money.

RegulatorFinancial Conduct AuthorityMomentum Investment Management Ltd is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 1029668).
CompanyRegistered in England & WalesMomentum Investment Management Ltd. Company No. 16138196.
ServiceBespoke portfolio managementOperated for non-retail clients.
CustodianThird-party platformsWe do not hold client assets or client money. Client Assets and client money remain with the client chosen platform/custodian.
Registered Office124 City Road, London,
EC1V 2NX
United Kingdom.
RiskInvestment Risk WarningThe value of investments and any income arising from them may fall as well as rise and is not guaranteed. Investors may receive back less than originally invested. Past performance is not a reliable indicator of future performance. The value of overseas investments may fluctuate due to changes in exchange rates.
The Team

Allan Gibbins

Chief Executive Officer & Lead Investment Manager

Allan is a highly experienced investment professional with more than 25 years of portfolio management…

Allan is a highly experienced investment professional with both more than 25 years of portfolio management and executive leadership experience backed by broad professional qualifications, including being a Fellow of the Institute of Chartered Accountants in England and Wales (FCA), aChartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and a member of the CFA UK.

Allan’s investment career has included a number of senior positions within TSB Investment Management, Hill Samuel Investment Management, Morgan Stanley Quilter, Quadrant Investment Management, King & Shaxson Asset Managementand Theta Enhanced Asset Management, as well as a range offund directorships of a number of both onshore and offshore investment funds.

Mazhar Manzoor

Compliance Director & Money Laundering Reporting Officer

Mazhar is an experienced compliance, risk and governance executive with more than…

Mazhar is an experienced compliance, risk and governance executive with more than 25 years' experience advising and leading regulated financial services businesses. A Fellow of the Institute of Chartered Accountants in England and Wales (FCA, ACA, BFP), he has held senior Compliance, MLRO, Risk and Executive Director positions across asset management, banking, investment firms, consumer credit and insurance sectors.

Mazhar’s asset management experience includes senior roles at Fidelity, F &C, Premier Asset Management PLC and FRM (part of Man Group) and Blackfriars Asset Management Limited (when it was part of New York Life Group).

Paul Merchant

Investment Manager

Paul is an investment professional with over four decades…

Paul is an investment professional with over four decades’ experience in investment management, equity research and corporate governance. He started City life at the Bank of England before moving into investment management. He accrued particular experience in UK and European equities, but also in managing fixed income and direct commercial property portfolios. Has held senior executive, board and non-executive positions across investment businesses, and was a pension fund trustee for nine years.

He brings a strong track record in investment strategy, risk oversight, portfolio management and corporate governance, underpinned by broad experience of financial markets and board-level decision-making. He was a Chartered Fellow of CISI and a chartered wealth manager.

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