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About us

Who we are

Ascencia Investment Management is a dynamic investment house who create financial portfolios for clients. We do not believe in quick fixes or short-term gains, instead our experts understand it is crucial to provide life-long financial security.

Clients are at the centre of everything we do…

We offer a diverse range of products and aim to achieve income and/or capital growth over the medium to long term, in line with the needs of the modern investor. This includes socially responsible portfolios and portfolios that are Sharia-compliant.

Do not put all your eggs in one basket

It’s an old adage but never truer when it comes to investment. Ascencia believe the key to financial growth and success is spreading investments across different asset classes, global regions and types of investment.

We invest in cash, equities, bonds and alternatives via active, passive and exchange-traded funds. The latter (passive and exchange-traded funds) tend to be our preferred instruments due to their low cost/high liquidity nature. This gives our clients flexibility to draw on their investment should they need to.

Several heads are better than one

Our team has more than 60 years’ combined experience along with access to the full investment market. Our portfolios are not managed by individuals – instead, we believe in a disciplined team approach, where knowledge and expertise are shared between professionals to produce a more beneficial outcome.

Investment Committee

Our investment committee meet regularly to review portfolios, challenge decisions and ensure our asset allocations and investment selections are performing to optimum capacity. We listen to each individual, in order to make the right choices and put together the best portfolios to suit.    Ensuring we make the most of their money, whilst safeguarding their long term financial future.

Richard Fraser

Chief Executive Officer

Simon Callow

Director of Investment Solutions

Anthony Holt

Manager of Investment Solutions

Chris Caveney

Investment & Platform Supervisor

Mark Holt

Managing Director

Denise Moore

Group Director of Compliance

John Cromey

Compliance Manager