Who we are

Who we are

GWA Asset Management Ltd (GWAAM) has been set up to provide discretionary management services, through a disciplined, client-focused investment approach.

The Qualis Investment Service is at the centre of the GWAAM’s offering and employs rigorous quantitative and qualitative research methodologies.

GWAAM’s research led, multi-asset portfolios, offer investors something that has been broadly ignored over the past 10 years, true diversification. GWAAM’s focus is to consistently deliver broad asset class exposure, without the increasing concentration into a handful of assets that we have witnessed over the past decade.

Combined with access to who we believe to be the best investment managers, and conviction in our positioning, is what GWAAM understand clients want for their investible wealth.

At the centre of the Qualis service is the MGTS Qualis Growth Fund and the MGTS Qualis Defensive Fund. GWAAM has been appointed as the Investment Manager of the funds, which are operated by Margetts Fund Management Ltd (MGTS) for the specific requirements of GWAAM investors.

Margetts have full responsibility for the management and operation of the funds as the Authorised Corporate Director.

Margetts Fund Management Ltd is authorised and regulated by the Financial Conduct Authority no. 208565. More information about MGTS can be found by visiting their website – MGTS (mgtsfunds.com).

The Bank of New York Mellon (International) Ltd are one of the world’s largest and well known trust and depositary companies. They have been appointed as the depositary and custodian of the MGTS Qualis funds. It is their responsibility to ensure that the funds’ assets are held in safekeeping and separate to other parties involved.

The Bank of New York Mellon (International) Ltd is authorised and regulated by the Financial Conduct Authority no. 183100. More information about BNY Mellon can be found by visiting their website – About BNY Mellon.