Morant Wright Management Limited

RIASEC RegisteredEst. 2006
Total AUM
$7.4B
Discretionary
$7.4B
100% of AUM
Avg account
$676M
Accounts
11
Employees
12
Advisory reps
9

Firm details

Headquarters
London,
CRD number
138189
Registered since
January 24, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles55.31%
  • Charitable Organizations39.34%
  • Pension & Profit Sharing Plans3.24%
  • Investment Companies2.12%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morant Wright Management Limited is an SEC-registered, individually owned advisory firm that focuses on institutional clients and portfolio management for pooled investment vehicles. The firm charges a combination of assets-under-management fees and performance-based fees, which indicates it runs strategies where outperformance is incentivized alongside traditional AUM billing. It is not positioned as a capital allocator — its role is advisory rather than deploying significant firm capital — and it does not identify as an active ESG investor. Investment activity centers on liquid public markets with a clear preference for equities. The firm runs pooled vehicles and separately managed accounts, suggesting a mix of collective strategies (funds) and client-tailored equity portfolios. Given the small number of institutional clients and the use of performance fees, the firm likely concentrates on customized mandates and funds where performance measurement is a central client deliverable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 9
  • Richard Phillips

    Richard Phillips

    DirectorCRD 5069419

  • Nicholas Sinclair

    Managing Partner, Fund ManagerCRD 7856728

  • Stephen Morant

    Stephen Morant

    founder and directorCRD 5069414

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
43 St Jamess Pl
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth