Information, insights and ideas to find an investment edge
In-depth research, informed analysis and cutting-edge technology underpin our collaborative approach to creative solutions and the provision of advisory services. Our advice is free from product conflicts and therefore aligned with your best interests to create the best investment strategy. There is no doubt that the Expert Fund is on your side.
TECHNOLOGY

Technology to deliver insight and power decision making

Our dedicated Technology Team develops tools and solutions built on the foundations of our investment know-how.

Our Partners Platform offers portfolio analytics, manager insights, transactions intel and governance solutions.
OUR PEOPLE

At Expert Fund our people are our business

We have been ranked top in the national independent rankings for the quality of our services for eight years running, and number one in the consultancy team rankings*.


Our team has a real depth of global experience and diverse professional backgrounds that enhance our idea generation and problem solving capabilities.


*Source: Peter Lee Associates 2022 Investment Management Survey.


Global local knowledge with GIRA

The Global Investment Research Alliance (GIRA) is an innovative information sharing alliance between regional, like-minded and independent investment advisory firms.


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