Impartial professional investment consultancy firm established by Edward Jewson

FOCUS ON CHARITIES, ENDOWMENTS, FOUNDATIONS AND NOT-FOR-PROFIT ORGANISATIONS


We combine a deep understanding of institutional investors' needs and expertise in global investment research. We offer flexible and tailored services for the individual needs of each of our clients, rather than packaged solutions.

IMPARTIAL ADVICE


We are not affiliated to any fund management group and only receive our remuneration from our clients.

PROFESSIONAL SERVICE


Portfolio Manager Consultancy Ltd (PMCL) is a regulated business, which we view as a matter of good governance, compliance discipline and professionalism. The regulatory status enables us to broaden our investment consulting services benefiting our charity clients.

What We Do

INVESTMENT POLICY


We see investment policy as a cornerstone of effective investment management and successful relationships with fund managers. We believe that an investment policy should be beyond formal and be tru...

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FUND MANAGER REVIEW & MONITORING


We enable charities to monitor their investment management arrangements and conduct regular reviews of their fund managers’ service and investment performance. We provide consolidated reporting whe...

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CONDUCTING MANAGER SELECTION


We assist our clients on assessing their fund manager arrangements as part of regular monitoring or bespoke projects. Where trustees come to a decision to change their fund managers, we will ca...

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Our Team

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Edward Jewson

edward.jewson@pmclconsulting.com

Edward Jewson has more than twenty years experience in assisting charities in their investment management arrangements, including investment strategy, strategic asset allocation, manager selection, review and monitoring. He set up a successful investment consultancy business, Jewson Associates, over twenty years ago, which was advising some of the largest and prestigious charities in the UK. He sold the business to Stanhope Capital LLP in 2011, where he became a partner and Head of Stanhope Jewson.

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Tatyana Mursalimov

tatyana.mursalimov@pmclconsulting.com

Tatyana has professional background in finance and investments through various roles in global investment research, strategy planning and consulting. Prior to joining PMCL, Tatyana was an Executive Director at Goldman Sachs Global Investment Research for eight years. Tatyana is an Associate member of Chartered Institute for Securities and Investments (CISI). Tatyana’s structured approach to analysis and considerable research skills will enable clients to make sound judgements on their investment arrangements. Tatyana’s institutional background brings a fresh focus on charity investment management.

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