Private Client Fund Management (PCFM)

Formed in 2009, the Numis Private Client Fund Management(PCFM) team gives corporate clients valuable advice and access to retail investors.
Such investors include:

  • Wealth Managers
  • Private Client Fund Managers (PCFM)
  • Private Client Brokers (PCB)
  • Execution-only platforms
  • Smaller institutions
  • Regional pension funds

This often overlooked group of investors has around £600bn of assets under management and can be a valuable source of funding and liquidity for UK listed companies.

Our unique and dedicated team of eleven professionals links with our corporate broking, equity sales and trading departments.
We cover the following areas:

  • Advice, investor targeting and corporate access
  • Perception audits
  • Retail and intermediary offers
  • Primary and secondary market transactions
  • Sales, trading and origination
  • Retail bonds
  • Investment companies