Private Client Fund Management (PCFM)

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

  • Wealth Managers
  • Smaller institutions
  • Regional pension funds
  • Execution-only platforms

This often overlooked group of investors has around £980bn of assets under management and can be a valuable source of funding and liquidity for UK listed companies.  Since the teams inception, we have raised over £2bn from this investor base.

Post the introduction of MiFID II, the team has unrivalled access to this audience and can offer continued engagement with Numis research, analysts and the wider sales team.

Our unique and dedicated team of seven professionals links with our corporate broking, equity sales and trading departments.  

We cover the following areas:

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