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Independent Portfolio Managers Limited (“IPM”) is regulated by the Financial Services Authority (“FSA”) in the UK as an investment management company. Assets under management are currently in the region of GBP£150 million; split approximately 40/60 between wealth management services for private clients and the management of collective investment schemes or institutional accounts with similar investment strategies. |
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IPM was first regulated in 1997 under the Investment Management Regulatory Organisation (“IMRO”), the self-regulating body that pre-dated the FSA. IPM was established by three individuals with experience in banking, asset management and retail distribution. The original business model was to exploit the growth requirement for independent product advice in the fund industry: providing high quality investment analysis and research on UK and offshore collective investment schemes. The business developed rapidly and expanded into providing analysis for an individual client’s range of fund products as well as research across industry. Over the years, IPM established an enviable client list which included some of the largest names in the UK retail sector and established a reputation for accurate, high quality independent research,
In 2003, a portfolio management service was added to IPM’s product offering. This service was designed and managed for a major retail client, involved the construction of a range of active portfolios of funds for sale to the client’s customers. The foundation of the service was the underlying research of funds together with an investment strategy that emphasised absolute return.
Thereafter IPM adjusted the portfolio of funds model to the provision of wealth management services to IFAs. The approach was on the basis of understanding that clients had taken time and effort to accumulate their wealth and their prime objective was not to put this at undue risk. This business now represents assets under management of approximately £60 million, 40% of IPM’s assets under management, across a number of IFA clients.
In late 2007, IPM launched the ION Fund a hedge fund (with particular characteristics appropriate to the investment environment and investor wishes). The Ion Fund rose 24% in 2008 and continues to offer investors a non-correlated return with high liquidity. |
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IPM’s business emphasises the construction and management of appropriate investment product together with the management of private client wealth. Both approaches emphasise absolute return and/or the preservation of capital; something that IPM has proved its ability to deliver over a period now in excess of 10 years. |
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