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 with 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. We have a wide range of permissions so our regulatory status enables us to offer a broad range of investment consulting services for the benefit of our clients.

FOCUS ON SUSTAINABILITY


We take a comprehensive approach to sustainable investments and assist our clients in finding a solution which addresses their particular needs and is both practical and robust. We are signatories to UN PRI. We are strong believers in the benefits of fully incorporating ESG into the investment process, which we have found significant academic evidence to support. We think it is perfectly possible to construct portfolios which adhere to sustainability criteria without sacrificing returns.

GLOBAL APPROACH


We are also strong supporters of a diversified global approach to investment recognising that while the UK has a highly developed financial market not all growth sectors are well represented. We may therefore be somewhat unconventional in our manager recommendations particularly in overseas equity markets, looking outside the relatively small universe of managers who offer balanced services to charities.

What We Do

INVESTMENT POLICY


We see investment policy as a cornerstone of effective investment management and successful relationships with fund managers. We work together with our clients to establish their aspirations and r...

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CONDUCTING MANAGER SELECTION


Where trustees/investment committees come to a decision to change their fund managers, we assist them in finding an appropriate replacement. We can offer a wide range of solutions depending on our ...

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FUND MANAGER REVIEW & MONITORING


We enable our charities to monitor their investment management arrangements and conduct regular reviews of their fund managers’ service, investment performance and compliance with sustainable inves...

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Our Team

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Edward Jewson

CEO / Founder
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

Director
tatyana.mursalimov@pmclconsulting.com

Tatyana has a 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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David Smart

Director
david.smart@pmclconsulting.com

David is an experienced investment professional with extensive experience as a fixed income and balanced portfolio manager, an asset allocation advisor to the United Nations Pension Fund for 28 years and a relationship manager with a particular focus on Sovereign Funds. David chaired the Investment Committee of The National Trust for 9 years and has served as a Trustee since 2015. David became a Governor of The Health Foundation in 2019 and has assumed the chairmanship of the investment committee for its endowment of over £1 billion. David also serves as an independent member of the Investment Committee of Beazley plc, and sits on the Investment Advisory Committee of UNRWA.

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Henrietta Irving

Associate Director
henrietta.irving@pmclconsulting.com

Henrietta is an investment professional with experience in operations and portfolio analytics. She worked at Aberdeen Standard Investments, where she was responsible for portfolio monitoring, risk exposure and performances, as well as client onboarding and transitions. Prior to that she worked at Cazenove Capital Management. Henrietta is IMC qualified and holds an MA International Finance degree. At PMCL Henrietta is focused on due-diligence and portfolio monitoring, liaising with investment managers and custodians and assisting our clients with portfolio transitions.

Insights

Read 'Taking Stock' by David Smart


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