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Ingenious Asset Management breaks through the GBP1bn AUM barrier


Ingenious Asset Management, part of UK based investment and advisory group Ingenious, has passed the GBP1 billion milestone for funds under management.

Over the past 24 months to 31 March 2011, assets in the firm’s discretionary portfolio management service have increased by GBP325 million to GBP1.02 billion, representing growth of 55 per cent over the period. This rapid growth reflects the success of Ingenious Asset Management’s three model portfolios in providing a tailored solution for private individuals, trusts, pensions, charities, companies and partnerships that helps meet long-term investment goals. 
Founded in 2003, Ingenious Asset Management manages client assets primarily in global multi-asset portfolios and invests through collectives (unit trusts, OEICs, ETFs, investment trusts) to ensure clients are provided with better risk adjusted returns.
The firm also runs the Ingenious UK Equity Fund, which has achieved substantial long-term capital appreciation for investors through investment in a portfolio of UK equities.
Guy Bowles, Chief Executive Officer of Ingenious Asset Management, says: “This is an important milestone for our business and a testament to the quality service we have been providing to clients over the past 8 years.
“We have structured our unique proposition to provide an appropriate solution for clients that effectively addresses attitudes to risk and our success in providing this is evidenced by the rapid increase in funds under management seen over the past two years.
“We are hugely grateful to each and every client that has entrusted assets into our care and will continue to do our utmost to retain and repay that trust. We look forward with enthusiasm to continuing to build the business and the value of our clients’ portfolios going forward.”
Ingenious Asset Management has also further expanded its Intermediary Sales team through the hire of Michael Hanlon as Business Development Manager, effective immediately. Hanlon will be responsible for communicating the Ingenious message to the intermediary market place and joins from AEGON UK in Birmingham, where he focused on investment sales to financial advisers.
Bowles says: “We are pleased to welcome Michael to the team at such an exciting stage in our development and we look forward to him working with us towards our next GBP1 billion under management.”

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