Morant Wright Management Limited
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 9
Richard Phillips
DirectorCRD 5069419
Nicholas Sinclair
Managing Partner, Fund ManagerCRD 7856728

Stephen Morant
founder and directorCRD 5069414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 43 St Jamess Pl
- Office locations
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