Press – HFMC

HFMC Asset Management: Recognized for Excellence in Investment Management

admin — Mon, 06 Oct 2025 07:16:34 +0000

We are delighted to announce that HFMC Wealth has been named High Net Worth Planning & Investment Management Firm of the Year 2025 at the Southern Enterprise Awards. This recognition reflects our unwavering commitment to delivering exceptional outcomes for clients through disciplined investment strategies and a planning-led approach.

A Testament to Quadrant’s Strength and Consistency

At the heart of this achievement is our HFMC Asset Management “Quadrant” Model Portfolio Service (MPS)—our flagship investment solution, exclusively distributed through HFMC Wealth. Quadrant is designed to provide:

Robust, risk-adjusted performance across market cycles
Institutional-quality portfolio construction with active oversight
Alignment with client goals, ensuring suitability and transparency

Quadrant’s continued success is not only recognized by our clients but also by the wider industry. Our recent Citywire Wealth Manager Investment Performance Awards nomination for Best Medium Firm underscores the quality and consistency of our investment philosophy and process.

Why This Matters for Clients and Advisers of HFMC Wealth

For High Net Worth Clients
Independent recognition provides confidence that your wealth is managed with rigor, discipline, and a long-term perspective. Quadrant offers a blend of strategic asset allocation, active management, and cost efficiency, ensuring your portfolio is positioned for sustainable growth.

For Advisers Considering HFMC
This accolade reinforces the strength of the platform and the resources available to support exceptional client outcomes for clients of HFMC Wealth. The advisers of HFMC Wealth, in partnership with HFMC Asset Management, gain access to:

A proven investment framework backed by a dedicated research and portfolio management team
Integrated planning and investment solutions, enabling a seamless client experience
A culture of collaboration and innovation, recognized across the industry

Looking Ahead

Awards like these are not an end point—they are a milestone on our journey to continually raise the bar in wealth and investment management.

We remain committed to:

Enhancing Quadrant with ongoing research and innovation
Expanding our capabilities to meet evolving client needs
Maintaining the highest standards of governance, transparency, and service

Thank You

To our clients: thank you for your trust. To our colleagues and partners at HFMC Wealth: thank you for your dedication and professionalism. Together, we continue to build a proposition that delivers clarity, confidence, and long-term value.

🎉 Quadrant Turns 15 – Our Proud Parent Moment

admin — Mon, 15 Sep 2025 08:39:32 +0000

Earlier this month, “Quadrant” – our discretionary management service – reached its fifteenth birthday. Our “Quadrant” service is exclusively available to advisers of HFMC Wealth.

Like any proud parent, we’re beaming from ear to ear. And, just like a teenager clutching a clutch of shiny GCSE results, we want to share the good news.

2025 has already been a record year:

Surpassed £1 billion AUM for our clients

We have been shortlisted for Best Medium Firm in the Citywire Wealth Manager Investment Awards 2025, recognised as a firm that has delivered in the volatile conditions of the last three years.

In today’s crowded investment world, making it to 15 years is an achievement in itself. With many funds launched in 2010 no longer around, we’re especially proud that Quadrant hasn’t just survived but thrived — exclusively delivering consistent, risk-adjusted returns for our clients.

We never set out to win awards, but recognition for our investment performance is a welcome bonus. Bit what matters most is helping our clients achieve their goals with a steady hand.

Why This Matters

In today’s crowded investment world, even making it to 15 is something to celebrate. The reality? Many investment offerings don’t survive that long. In fact, research suggests that only around half of UK retail funds launched in 2010 are still around today.

Quadrant has not only survived but flourished, delivering risk-adjusted returns strong enough to earn industry recognition.

What Makes Quadrant Special?

Our focus has always been on:

Consistency of return.
Reducing volatility.
Helping our clients achieve their long-term goals through thoughtful, risk-adjusted portfolio management.

Looking Ahead

As we polish the trophy cabinet and cut the birthday cake, we’re also looking forward.

If this is what 15 looks like for us, imagine what the big Two-O might bring.

So here’s to Quadrant – our teenager who’s already shown themselves to be a responsible, high-achieving young adult.

And here’s to our clients, who continue to trust us every day to manage over £1 billion of their hard-earned wealth. Without you, there’d be no story to tell.

The proud-parent gush is over… for now.

Here’s to the next chapter.

MPS Investment Committee: James Tuson, HFMC Wealth

admin — Mon, 08 May 2023 09:03:53 +0000

Wealth manager launches positive impact options

admin — Sat, 08 Apr 2023 09:04:27 +0000

Ex-Beaufort head of fund research joins HFMC Wealth

admin — Sat, 08 Apr 2023 09:02:19 +0000