Psigma Investment Management

About Psigma Investment Management

Launched in 2002, Psigma Investment Management is a fast growing discretionary investment manager. We provide a range of award-winning bespoke discretionary wealth management services to private clients, charities and trusts, as well as a range of Managed Portfolios (MPS) available via Financial Advisers.

Why Psigma

Part of the Punter Southall Group, a diverse financial services organisation, Psigma is able to leverage the extensive investment expertise available. This expertise has helped create the innovative institutional investment style solutions that benefit our clients.

We pioneered the use of ‘Inflation-plus’ investing for retail clients and have been at the forefront of the move to multi asset investing. This diversified approach to investing has been instrumental in delivering real returns with lower volatility. We also believe that having a flexible and forward thinking investment process sets us apart from the competition. Being rigorous and thorough is a prerequisite, but the ability to adapt and act quickly is vital in capturing value for clients and conversely having the ability to protect their investment in falling markets.

Our Services

Bespoke Investment Portfolios: Minimum investment £250,000

Managed Portfolio Service: Minimum investment £50,000

Available through financial advisers and via Ascentric, Transact, Aviva and Fusion platforms

MPS Portfolios are also mapped to Dynamic Planner

Our Philosophy

Our primary aim is to preserve our clients’ capital. Our second aim is to grow their wealth in real terms. We try to manage this balance whilst taking as little risk as possible. Our whole investment process is designed to ensure controlled suitability over individual investments and portfolios overall for our clients. Over the last decade we have not delivered equity style returns but have also achieved this with relatively low volatility.

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Privately Held

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