Who We Are

We are a privately owned investment boutique located in Birmingham's historic jewellery quarter. Our aim is to provide you with an investment which will achieve your objectives. Past performance is no guarantee of future performance. The value of investments and the income derived from them can fall as well as rise and investors may get back less than they invested.

The Margetts name has been a feature of Birmingham business life going back to the early years following the formation of the Birmingham Stock Exchange in 1845. Our company is particularly proud to be able to continue this association, with our roots having been established from the Margetts & Addenbrooke stock broking partnership.

We have a long and rich family history, which has been a prominent feature throughout. This provides stability and long term thinking. Professional governance structures and management combine to prove a successful business with a heart.

We believe in putting you first in our relationship and acting with skill, care and diligence. 

Our company values set out our beliefs and what matters to us in order to build a successful long term relationship with you.

History & Ancestry

In 1981, Margetts began to provide portfolio management services to private investors, pension funds, professional trustees and corporations. In 1992, we launched our first Risk Rated fund of funds and completed the range in 1995, a range that remains our flagship today. We are proud of the fund performance and additional value which has been added to our investors’ portfolios ever since. 

The Margetts name can be traced back to 1845, with key milestones that add to our rich history.

1800's

1845: James Pearson, banker and stockbroker, is an established trader in Birmingham and is elected the first Chairman of the newly constituted Birmingham Stock Exchange.
1853 – 1875: The Firm evolved and is eventually renamed to Herbert Margetts Late James Pearson & Sons.
1881 – 1886: T. Jervis Addenbrooke is elected a member of the Birmingham Stock Exchange. Margetts & Addenbrooke form a partnership, naming the company Margetts & Addenbrooke.
1895: A private wire is installed from the offices direct to the London Stock Exchange. This is the first ever direct telephone from Birmingham to the London market.

1900's

1901 – 1937: Leadership transitions from Herbert Margetts to T. Jervis Addenbrooke, who retires after 56 years at Birmingham Stock Exchange. 
1938 – 1946: Margetts & Addenbrooke continues through new partnerships; Reginal Welham and Harold Oakley take the helm. 
1965 – 1972: Shifts in financial regulation led the firm to focus on private investor stockbroking. 
1985 – 1986: Margetts Financial Services is formed; the original stockbroking name is retired. Tim Ricketts joins the firm as Managing Director.
1992: The Margetts International Portfolio fund is launched to provide international exposure for investors.
1995: The Margetts Providence, Select and Venture funds are launched, which combined with the International fund, form the Risk Rated Range of funds.

2000's

2001: Margetts Fund Management Ltd is established; Toby Ricketts is appointed to the Board of the new company as Investment Director.
2003: Margetts launches its first third party range as Authorised Corporate Director, starting our journey as a host ACD.
2005: Margetts Financial Services Ltd is sold to a third party, allowing Margetts to focus on asset management and ACD services.
2011: Toby Ricketts is appointed as Chief Executive Officer. 
2012: Margetts continues to expand its host ACD services, launching its first direct equity, and first property funds. 
2014: Services continue to expand with Margetts' first alternatives assets fund, using derivatives to provide more predictable returns to investors.
2017: Margetts’ first split mandate fund is launched, allowing multiple sub-managers to be appointed to a single fund. 
2020: Tim Ricketts retires after 35 years of service. 
2022: Margetts celebrate reaching £5bn AUM. 
2025: Margetts celebrate reaching £10bn AUM.