Overview

Vintage Asset Management is an independent and boutique discretionary fund management company which was established in 2008. We are authorised and regulated by the Financial Conduct Authority (FCA) with number 489408; the company is registered in England & Wales with number 06694183 at our office in Marylebone at 7a Wyndham Place, London W1H 1PN.

Our clients and financial advisers are at the heart of everything we do and we have continued to invest into our propositions to help to achieve good outcomes.  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 together with seamless administration and regular communication.

Investment Philosophy

Our starting point has been on smoothing volatility in portfolios to help to preserve capital with the potential for growth and income from an investment proposition that is suitable for a client’s needs and objectives.

We use experience, hard work and common sense in the analysis of economies, markets, sectors, stocks and shares. We apply our expertise both to collective investments and to individual or direct holdings in shares and bonds with a focus on quality and financial strength. We invest over the long-term while being flexible in the shorter-term. Our investment strategy is set by a quarterly investment committee and we monitor this  in our weekly and monthly meetings. We place considerable emphasis on asset allocation across various classes which for us includes cash and alternative investments as well as the traditional equities and fixed interest or bonds. Within this 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 fund holding in a diversified portfolio.