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PERSONAL INVESTING FOR PRIVATE CLIENTS
 

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About Us


Manorbridge Investment Management is a specialist private client practice and a branch of Raymond James. We aim to achieve good long-term investment returns through capital appreciation, income generation, or a combination of both. However, we never forget we are merely the caretaker of the portfolio, so the client is always at the forefront of everything we do. We seek to build long-term relationships with our clients, often looking after several generations of the same family.

As every client is unique, so is every portfolio. We do not put clients into boxes, but structure a portfolio which is individual and appropriate, not just at the outset, but ensuring it continues to evolve and provide what is precisely right for the client, both now and in the future. The portfolios we construct are diversified across the investment sphere, with our aim to generate returns over many years ahead. Long term relationships are therefore key to the way we work and how we invest money for clients.

We manage a wide range of clients, from private individuals, through to trusts, charities, pensions and ISAs. All our new clients come from referrals and as we do not employ business development or sales people, every person at Manorbridge Investment Management is solely there to look after our existing clients.

 

 
 
Our Approach

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ATTENTIVE

We are attentive to both our clients and the portfolios we run.  Our practice would not exist without its clients, so providing a personal service is something we feel should not be overlooked.  We will regularly communicate, review and discuss progress, with performance simply one of many aims we look to achieve.  When managing a portfolio there is so much more which may need to be considered, be this taxation, flexibility, risk or future requirements and by managing the details we aim to achieve the greatest overall benefit for our clients.

BESPOKE

Each client is an individual and every portfolio we run recognises this.  However, the client is always the starting point and we then look to construct something which is uniquely theirs.  The concept of ‘one size fits all’ does not sit well with Manorbridge, with portfolios managed specifically for their requirements - it is theirs, after all, and we  never  forget this. Over time we look to build our relationships with clients and earn their trust over generations.

ACTIVE

We believe the days of simply buying an investment and then forgetting about it are long gone. Markets are constantly changing, but with this volatility comes opportunity. Nimble investment management can help to capitalise on this and we refuse to slavishly track models.  Being active we will not simply follow markets up, then down, but constantly look to position portfolios to take advantage of opportunities, both to make gains and, just as importantly, help protect client portfolios during more turbulent times.

 
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The People

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Neil Jones

Neil began his career in 1996 and has worked at a number of leading investment management firms, including Brewin Dolphin and HSBC James Capel. He provides much of the strategic asset allocation overview for portfolios and is a Chartered Fellow of the Chartered Institute for Securities and Investment. 

 

Ian Kavanagh

Ian formerly worked for Hargreave Hale and Brewin Dolphin, managing private client portfolios, before which he worked as an IFA with Towry Law (now known as Tilney), where he advised on areas such as pensions and tax efficient investing. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

 

Victoria Clapham

Before Manorbridge, Victoria worked at Brewin Dolphin and Hargreave Hale, where she was a member of numerous investment committees. She also specialises in probate and trust work, as well as being a Chartered Fellow of the Chartered Institute for Securities and Investment.

 

 
 
Sponsorship
 

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UBON SAFARI

Manorbridge is proud to have sponsored Umang and Beena Gossain, founders of Ubon Safari, as they trekked up Africa’s highest peak, Mount Kilimanjaro, in support of three great charities. UnderOneSky is a volunteer led initiative supporting the homeless in London, Akshaya Patra provide hot school meals to schoolchildren in need and the Zara Charity supports vulnerable groups in Tanzania.


BLACKHEATH RUGBY

The Club helped to organise the world's first rugby international (between England and Scotland in Edinburgh on 27 March 1871) and hosted the first international between England and Wales ten years later. Blackheath, along with Civil Service F.C., is one of the two clubs that can claim to be a founder member of both The Football Association and the Rugby Football Union. Former notable players include England internationals Micky Skinner and Joe Simpson.

blackheathrugby.co.uk

EXTRAOARDINARY

Manorbridge was delighted to sponsor Team ExtraOARdinary, a three-woman team who rowed 3000 miles across the Atlantic Ocean in a world record time of 42 days, in 2022.

The Talisker Whisky Atlantic Challenge is the ultimate endurance race, rowing 3000 miles across the world's second largest ocean, from La Gomera to Antigua. The crew of Kat Cordiner, Charlotte Irving and Abby Johnston lived on a 25ft boat, rowing 80 minutes on and 40 minutes off continuously from December 2021-January 2022.

The crew undertook this massive challenge to turn the tide on cancer and raise much-needed funds for cancer charities Cancer Research UK, Macmillan Cancer Support and The Royal Marsden Cancer Charity.

weareextraoardinary.com

 
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CONTACT US

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Based in the Fitzrovia area of London, we are ideally positioned for both the West End and City.

Correspondence address:

Manorbridge Investment Management

PO Box 7325
London
W1A 6YJ

Registered address:

Manorbridge Investment Management
51-53 New Cavendish Street
London
W1G 9TQ

020 3918 6030

info@manorbridge.com