Business Details
22 Years
experience
Expert Investment Advisers for Tax-Efficient Portfolios
Founded in 2004, Fundamental Asset Management is an independent, owner-managed investment specialist dedicated to delivering outstanding growth through direct equity investments. Our expertise lies in crafting bespoke portfolios tailored to high-net-worth individuals, leveraging opportunities in global markets and the London Stock Exchange's AIM. With a focus on tax-efficient strategies, including Business Property Relief and Inheritance Tax planning, we combine in-depth research with a client-centric approach.Our team's extensive experience, gained across multiple market cycles, ensures robust portfolio management. We prioritise transparency, offering direct access to portfolio managers and maintaining assets in clients' names for full control. Recognised for competitive pricing and a proven track record, we provide tailored solutions that align with long-term financial goals while adhering to rigorous regulatory standards under the Financial Conduct Authority.
Services
Global Growth Portfolio
UK Dividend Income Portfolio
AIM IHT Growth Portfolio
AIM IHT Income Portfolio
SIPP Management
Details
- Year established: 2004
Highlights and features
- Portfolio managers since 2004 with global market expertise
- In-depth research identifies optimal tax-efficient investment opportunities
- Specialise in AIM-based Inheritance Tax planning solutions
- Bespoke portfolios retain client ownership and control
- Competitively priced with no hidden charges guarantee
Associations and certifications
- Financial Conduct Authority
Services
Global Growth Portfolio
Delivers capital growth through direct investments in 25 of the world's largest, high-quality companies. Focuses on innovation-driven sectors like AI and renewable energy while maintaining liquidity. Suitable for SIPPs and ISAs, with minimum investment of 250,000 recommended. Portfolio remains transparent with client-held assets.
UK Dividend Income Portfolio
Targets above-average dividend returns from FTSE-listed companies with minimum 1 billion market cap. Achieves circa 6% yield versus FTSE 100's 3.6%. Combines income generation with capital preservation through low-cost, tax-efficient structures accessible via ISAs and SIPPs.
AIM IHT Growth Portfolio
Focuses on 20-30 AIM-listed companies offering business property relief. Provides 100% IHT exemption after two years while targeting long-term capital appreciation. Minimum 40,000 direct investment with emphasis on established growth companies reducing volatility risk.
AIM IHT Income Portfolio
Invests in higher-yielding AIM companies qualifying for business property relief. Balances income generation (targeting 1.8%+ yield) with capital growth potential. Requires minimum 100,000 investment for income focus while maintaining IHT tax advantages through two-year holding period.
SIPP Management
Offers advisory support for Self-Invested Personal Pensions. Provides portfolio structuring guidance and investment ideas while maintaining client control. Combines tax-efficient growth opportunities with retirement planning flexibility through direct equity holdings.
People
Stephen Drabwell
Co-founder and Director
Co-founder with 30+ years' experience in equity markets. Previously worked at UBS and Washington Asset Management. Oversees trading and portfolio operations for AIM IHT portfolios. Holds BSc in Economics from Bath University.
Chris Boxall
Co-founder and Director
Chartered Accountant and co-founder specialising in company research. Led investment management at Washington Financial Group. Focuses on AIM market analysis and portfolio construction. Holds ACA qualification from ICAEW.
Jonathan Bramall
Business Development Manager
12-year finance industry veteran with experience at Barclays and Moneycorp. Manages client relationships and intermediary support. Specialises in explaining complex investment strategies to private investors and financial advisers.
Questions
What tax benefits do your AIM portfolios offer?
Our AIM portfolios qualify for 100% Business Property Relief after two years, reducing Inheritance Tax liability. They can also be held within AIM ISAs for additional Capital Gains Tax and Income Tax exemptions.
How do your bespoke portfolios differ from funds?
Portfolios remain in your name with full transparency, unlike pooled funds. We tailor holdings to your requirements while maintaining liquidity through direct equity investments rather than fund structures.
What minimum investment amounts apply?
Global Growth requires £250,000+, UK Dividend £100,000+, AIM IHT Growth £40,000 direct or £20,000 via platforms. AIM Income suggests £100,000 for income focus but accepts £40,000 minimum.
How do you manage investment risks?
We reduce volatility through balanced portfolios of established AIM companies. Maintain client asset ownership for control, offer no exit fees, and provide regular performance reporting with quarterly valuations and market insights.
Can I access my investments if needed?
Yes, there are no exit penalties. You can withdraw cash at any time without minimum amounts. Assets remain in your name through nominated custodians or adviser platforms for liquidity access.
