About 8AM Global | Investment Solutions for Advisers

Our History

We are a boutique investment manager solely focused on designing and operating the best portfolio solutions in the marketplace.

We were founded in 2006, renamed as 8AM Global in 2015. This rebranding was a strategic move that reflected our growth, evolution, and commitment to our mission. It also coincided with many of the team members you see today joining the company. From that point onwards, the business focused wholly on providing Managed Portfolio Services for financial advisers.

8AM manages over £1 billion of assets in partnership with financial advisers, spread over 20 different UK investment platforms. These assets comprise many different investment mandates, and the firm currently administers over 80 individual model portfolio strategies for its clients.

Each 8AM Global team member has been chosen for their exceptional drive and client focus. With its diverse background in the financial services profession, the members of our team are united by a powerful shared tenet: to transform investment management for the better.

At 8AM Global, we understand the challenges that plague the private retail investment sector: information scarcity, bias, and misinformation.

That’s why we’re committed to addressing these imbalances with a fundamental focus on client and adviser outcomes, transparency, and demystification.

Our Principles

We don’t build ‘black boxes’ and seek to ensure that every part of our investment process is scrutable, logical and repeatable.

Our investment process is driven by a simple mantra: “If we can consistently add value in a clear and measurable way, we do it”. We build investment processes that offer clear, repeatable value, no empty promises of market clairvoyance, and with adviser compliance and client suitability at the core of our products.

For us client value is defined as a combination of understanding, perception, outcome and expectation.

Therefore, we create investment products based on evidence and efficiency which always seek to reinforce the two most important factors in positive client outcomes; engagement & trust. Some asset managers rely on brand, legacy or cherry-picked statistics. Instead, we opt to reinforce value to clients by using simple, repeated, powerful portfolio optimisation and reporting.

Assume nothing. Buy what works. Sell what doesn’t. Tell clients clearly. Repeat.

You’re in good company

It is a pleasure to work with the team at 8AM Global in providing MPS investment solutions for our clients. As a financial planner, 8AM Global provide me with the support we need in terms of both clients and the business, and most importantly, on a personal basis. The 8AM AQ MPS investment solution provides our clients with a well-disciplined, structured and repeatable system of managing investments in a way that is different to the competition. It is this unique approach that we like and that our clients appreciate.

Director & Chartered Financial Planner
Chesterfield

We’ve run a suite of Advised Model Portfolios for more than 10 years but faced challenges due to the ever-increasing size of the mandate and the associated operational and regulatory infrastructure to be run effectively. We pursued a discretionary proposition, but with many clients already engaged in our existing proposition, it was key to retain the culture, look and feel of the existing models within any “new” proposition. With the support of 8AM Global, we’ve achieved a robust solution beyond initial expectations, forming a key and enduring relationship that allows efficiency gains and cost savings across the business and improves the overall client outcome throughout.

Managing Director & Financial Planner
Cardiff

We’ve enjoyed a professionally collaborative relationship with 8AM Global. It’s been all that was promised and all that we asked for. They are not hamstrung by being too large; hence, they can provide a truly superb service to us and our mutual clients.

Managing Director
Plymouth

The team at 8AM Global clearly understood our objectives. They adapted and adjusted, quickly factoring in the unique quirks of our investment methodology. Their knowledge of the industry, fund selection proposition and risk mapping matched our own, and they’ve been instrumental in completing the transition into the next phase for our risk-adjusted portfolios, targeting outperformance for the future. Using 8AM Global has been a very worthwhile relationship, saving headaches by having everything accurately recorded in one place, while achieving regulatory requirements. We have found the team likeable, able, proactive, competent and efficient.

Head Of Operations
Winchester

Having previously used active fund managers, we very much endorsed the systematic, quant-based and data-driven investment strategy that was aligned to our own investment beliefs; focusing on the numbers, not the noise. An evidence-based approach offered our clients the optimum outcome with improved transparency. Each decision is clearly documented and evidenced.

Director & Chartered Financial Planner
Preston

Don’t be shy - say hi!

If you’ve got a question for one of the team or just want to start a conversation with us, we’re all ears. Get in touch using the contact form or one of the options below.

Book a demo 0203 3273 277

1-5 Stud Offices, Redenham Park, Andover, Hampshire, SP11 9AQ

8AM GLOBAL LIMITED is authorised and regulated by the Financial Conduct Authority under registration number 937456. Registered in England & Wales. Company number: 12696607. Registered office: Stag Gates House, 63/64 The Avenue, Southampton, Hampshire, United Kingdom, SO17 1XS.

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