Services
Planned Investment Management Services
(Subject to FCA Authorisation)
JMD Asset Management Ltd is being established to provide discretionary investment management services in the United Kingdom, subject to authorisation by the Financial Conduct Authority (FCA).
No regulated investment services are currently provided.
Discretionary Investment Management
Once authorised, the firm intends to offer discretionary investment management services to clients whose objectives, circumstances, and risk tolerance are appropriately assessed.
Under a discretionary mandate, JMD Asset Management Ltd would be authorised to make investment decisions on behalf of clients within agreed parameters, without requiring approval for each transaction.
All discretionary management would be conducted in accordance with:
- agreed client mandates
- suitability and risk profiling requirements
- regulatory obligations
- documented investment policies
Portfolio Construction & Ongoing Management
Portfolios would be constructed using regulated, liquid investment instruments, selected to align with each client’s objectives and risk profile.
This may include:
- collective investment schemes such as ETFs or funds
- cash and cash-equivalent instruments
- diversified exposure across asset classes where appropriate
Portfolios would be monitored on an ongoing basis and adjusted as required to remain aligned with agreed mandates and prevailing market conditions.
Client-Specific Mandates
The firm intends to operate on a client-specific basis rather than applying a single model portfolio across all clients.
Investment mandates would be tailored to reflect:
- individual objectives
- time horizon
- risk tolerance
- capacity for loss
- any agreed restrictions or preferences
This approach is designed to ensure suitability and alignment rather than uniform outcomes.
Custody & Safeguarding of Assets
Client assets would be held with an independent, FCA-regulated third-party custodian in the client’s own name.
JMD Asset Management Ltd would not:
- hold client money
- hold client assets
- act as custodian
The firm’s role would be limited to investment management authority, providing an additional layer of protection and transparency for clients.
Reporting & Transparency
Once authorised and operational, clients would receive periodic reporting designed to provide clear visibility into portfolio holdings, performance, and activity.
Reporting would be structured to be:
- transparent
- understandable
- consistent
- compliant with regulatory standards
The firm believes clear reporting is a core component of trust and accountability.
What We Do Not Offer
JMD Asset Management Ltd does not intend to provide:
- guaranteed returns
- speculative or high-risk strategies
- leveraged or complex investment products
- short-term trading or market timing services
- custody or handling of client funds
This reflects the firm’s conservative, risk-aware philosophy.
Regulatory Status
JMD Asset Management Ltd is not currently authorised or regulated by the Financial Conduct Authority.
The firm does not provide regulated investment services, does not accept client funds, and does not manage client portfolios at this time.
All services described on this page are planned and subject to FCA authorisation being granted.