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Portfolio Management Services

We take the time to understand what you want

As a client of Hawksmoor, you will have a dedicated Investment Manager (supported by an investment assistant and administration team) who will take the time to understand your investment requirements and preferences.

We stay in contact with you

You can have regular meetings with your Investment Manager to review your ongoing requirements and to ensure your portfolio is still meeting your specific needs. You can always speak to your Investment Manager if you have any questions about your portfolio. Your Investment Manager will also send you quarterly investment reports, which include data showing the performance of your portfolio.

We keep your money safe

We outsource the safe custody of your investments to Pershing Securities Limited (Pershing), one of the most established UK custodian and settlement companies. Pershing Securities is a subsidiary of the Bank of New York Mellon which is the largest provider of custody services in the world. Your assets are held in a ring-fenced nominee account – Hawksmoor does not hold any client assets. Pershing Securities provides a comprehensive public indemnity policy to protect you against such events as fire, fraud or theft. Both Pershing Securities and Hawksmoor are covered by the Financial Services Compensation Scheme (further details of which can be found at

You can find out more about the different Portfolio Management Services we offer below.

Discretionary Portfolio Management Service

Our Discretionary Portfolio Management Service is our core investment management service for Private Investors.

Sustainable World Portfolio Management Service

Are you concerned about how the companies you invest in make their profits? Or do you want to make positive changes to the world through your investment choices?

Get in touch

Andrew Little

Head of Office - Senior Investment Manager

Exeter Office

Tel: 01392 410180

Email Andrew

Tom Powell-Tuck

Head of Office - Senior Investment Manager

London Office

Email Tom

Rebecca Fournier D'Albe

Head of Office - Senior Investment Manager

Taunton Office

Tel: 01823 218453

Email Rebecca

Ian Bailey

Head of Office - Senior Investment Manager

Bath Office

Tel: 01225 984712

Email Ian

Adam Martyn-Smith

Head of Office & Senior Investment Manager

Worcester Office

Tel: 07436243229

Email Adam

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