About Consulta Limited
Consulta Limited is an independent fund manager specialising in bespoke institutional mandates, fiduciary advisory and alternatives allocation. We manage capital on behalf of pension schemes, insurers, charitable endowments, and family offices. Our leadership brings decades of investment and operational experience from top-tier financial institutions.
Company details
Company number: 02203991 — Incorporated on 9 December 1987
Registered office: 19-21 Old Bond Street, London, England, W1S 4PX
Our client-facing offices on Old Bond Street are designed for secure meetings and presentations with institutional clients.
Investment process: research → construction → execution.
Philosophy & approach
We believe in a repeatable process: rigorous research, disciplined sizing, continual risk monitoring and active stewardship. Our investment teams combine bottom-up fundamental analysis with macro overlay and liquidity-aware portfolio construction.
Risk & governance
Risk management is central to our culture. We maintain independent risk oversight, daily stress testing, liquidity scenario analysis and formal escalation protocols. Our governance includes external audit, periodic trustee reviews and comprehensive regulatory reporting.
Operational resilience
We use segregated custody arrangements, automated reconciliation, encrypted client portals and clearly defined disaster recovery procedures. Data security and business continuity are audited annually.
Client servicing
Clients receive custom reporting, monthly performance packs, quarterly strategy reviews and direct access to portfolio managers for due diligence calls. For institutional enquiries, please contact investor relations.
Investment governance
Consulta's governance framework includes an independent audit committee, documented investment committee charters, and regular trustee reporting. Material changes to investment policy are subject to formal review and sign-off.
Operational controls & custody
Client assets are held via segregated custody with tier-1 custodians. Daily reconciliation and automated exception reporting reduce operational risk and ensure transparency.
