Vintage Asset Management

Welcome to Vintage Asset Management, an independent and boutique discretionary fund management company that has been providing high-quality investment management services since 2008. We are authorised and regulated by the Financial Conduct Authority (FCA) with number 489408. Our clients, whether individuals, families, companies or trusts, are at the heart of everything we do. We are committed to achieving their investment objectives by providing steady investment performance, seamless administration and regular communication.

Our Services

At Vintage Asset Management, we offer a range of services tailored to our clients' individual circumstances. Our services include:

• Discretionary Fund Management: We manage portfolios for individuals, families, companies and trusts. We aim to provide steady investment performance driven by sound asset allocation and the careful selection of appropriate assets.
• Financial Planning: We work with our clients to understand their financial objectives and provide informed and effective ways to preserve and increase their wealth.
• Bespoke Portfolios: We can establish bespoke portfolios that are tailored to our clients' financial position and expectations.

Investment Philosophy

Our investment philosophy is built on a foundation of capital preservation, potential growth and income. We aim to achieve target returns over a rolling three-year period rather than matching a particular index. Our experienced and dedicated team uses hard work, experience, and common sense in the analysis of economies, markets, sectors, stocks and shares.

We apply our expertise to both collective investments and individual or direct holdings in shares and bonds. We invest over the long-term while being flexible in the shorter-term. Our investment strategy is set by a quarterly investment committee and will be monitored in a monthly meeting.

Our investment strategy places considerable emphasis on asset allocation across various classes which include cash, alternative investments, equities, and fixed interest/bonds. Within the overall asset allocation, we focus on the selection of the right funds or direct investments. We apply careful risk controls to portfolio positions with typically a limit of 5% for the largest holding in a diversified portfolio.

Our Team

At Vintage Asset Management, we have an experienced, qualified and motivated team that manages the investment portfolios of our clients and aims to offer the highest level of client service. Our Investment Committee benefits from the contributions of Professor Bill Weinstein, who is International Business Professor Emeritus at Henley Management College and Fellow in Politics, Public Policy & Management Emeritus at Balliol College, University of Oxford. In his distinguished career, Bill has worked for a number of multinational companies, focusing on business management and strategy.

Julian Cooke leads the team and would be delighted to discuss any aspect of the services we offer. Please contact him on his direct line 020 7989 3142, his mobile 07855 274271 or via his email julian@vintageassetmanagement.co.uk.