Scheduled Maintenance

We will be performing essential upgrades to our website starting Friday, 5th December at 08:15 AM and ending Monday, 8th December at 09:00 AM. During this period, website functions will be disrupted. We apologise for the inconvenience.
Affected services: Reports, Website registration, Website contact us form.
If you need to contact us during this time, please call 0121 236 2380 during office hours or email admin@margetts.com.
Thank you for your understanding.

This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.

Investment Oversight Services

Our technical knowledge, robust governance framework, and in-house capabilities provide you with a trusted and comprehensive solution for all your Investment Oversight needs.

A vital layer of our governance is the Investment Oversight function which is designed to monitor your investment strategies and aid compliant fund operations. We offer extensive support to investment managers to address issues quickly. Our Investment Oversight services include:   

  • Due diligence
  • Liquidity management  
  • Risk management  
  • Investment and borrowing monitoring
  • Performance monitoring and attribution
  • Customised reporting solutions  

Why choose MGTS?

Our Investment Oversight services support the investment integrity and compliance of your fund. Our expertise, commitment and wealth of knowledge means you can confidently entrust your investment needs to our dedicated team.   

For more information on launching or transferring a fund, get in touch