All about Investment Fund Services
We’ve been acting as the ACD/AFM for funds since 2008 and joined the Marlborough Group, one of the UK’s leading independently owned investment specialists, in 2013.
Today we have responsibility for more than £10 billion of investors’ money in our own Marlborough funds and those operated by nearly 20 other financial services companies in the UK.
We have helped many of these companies through every stage from product design to the launch and successful operation of funds. We have also worked with companies to enable them to unitise existing client portfolios into a fund structure. This can provide significant benefits for clients and for the fund sponsor’s business.
In addition, we have worked with firms to help them move seamlessly from another ACD to our service. We combine a rigorous commitment to our governance and regulatory responsibilities with an all-important ‘can do’ approach we apply to everything we do.
What also sets us apart is our partnership approach. We work with forward-thinking financial professionals, to help them achieve their ambitious growth targets by delivering good outcomes for investors.
Investment Fund Services is part of the Marlborough Group, which has been operating regulated collective investment schemes since 1985 and first launched funds with external investment management and distribution in 1995.
The group’s capabilities also include active investment management from Marlborough, which offers a range of funds and portfolio Marlborough Select, which is a platform for financial advisers and their clients that combines digital-first technology with a commitment to exceptional service.