We are Mitchell & Mitchell.
At Mitchell & Mitchell Asset Management, we manage money with purpose, process, and partnership. We build model portfolios designed to deliver consistent, risk-adjusted outcomes across all market environments — and we do it with a structure built for advisers and clients, not spreadsheets and benchmarks.
We’re a discretionary fund manager with a clear mission: to help professional advisers deliver better outcomes, with less operational burden and more investment confidence. Our portfolios are evidence-driven, risk-aware, and grounded in disciplined execution.
OUR STORY
Mitchell & Mitchell was born out of experience — over a decade of hands-on portfolio design, adviser feedback, and real-world client outcomes.
Before launching as a discretionary manager, we spent many years operating advisory model portfolios within the GSI group. That time taught us a lot: how to build risk-based strategies that clients could understand, how to support advisers with investment insight, and how to evolve portfolios through shifting markets.
But as the regulatory landscape changed and expectations around governance grew, the cost — in time, oversight, and compliance risk — increased significantly. What once felt nimble began to feel strained.
Rather than compromise on quality or process, we chose to formalise what we already did best — and Mitchell & Mitchell Asset Management was the natural next step.
We took everything we had built informally — the investment insight, the adviser trust, the outcomes-first philosophy — and wrapped it in a professional discretionary structure. One that improves efficiency, strengthens oversight, and makes life easier for everyone involved: advisers, clients, platforms, and investment partners.
Today, we offer Model Portfolio Solutions (MPS) rooted in real experience and shaped by a decade of practical application — not product development theory.
OUR TEAM
We are a team of investment and financial services professionals with deep experience across financial planning, asset management, operations, and regulatory oversight.
While we retain full discretion over our portfolio decisions, we operate with a culture of accountability, rigour, and humility. We are here to be your investment partner — not just your provider.
At the core of our approach is a team of specialists with a shared focus: delivering investment strategies that balance performance, governance, and practical application. Together, we blend investment insight with operational rigour.
Our backgrounds range from adviser practice to institutional investment governance, giving us a uniquely well-rounded view of what it means to manage money responsibly.
As a boutique investment manager, we take pride in being highly accessible, responsive, and aligned with our advisers. We believe that success lies not just in performance, but in clear communication, strong process, and trusted relationships.
OUR PEOPLE
Leads our operational and investment infrastructure, manages governance and board reporting, and ensures adviser-facing delivery remains robust, efficient, and compliant.
Mark Buck MBA, BA (Hons), IMC
Chief Operations Officer
Andrew Heath Chartered MCSI
Chief Investment Officer
Oversees the full investment strategy and all portfolio activity. Brings technical depth and risk oversight to every decision, ensuring alignment with client objectives and regulatory standards.
Michael Allen BBusSc (Actuarial Science), Hons
Senior Portfolio Strategist
Designs and executes portfolio strategy, manages allocation changes, and ensures that each model remains structurally sound and economically responsive.
What makes us different.
Dual-range model portfolios to suit different client needs and adviser preferences.
Goals-based philosophy: We manage for outcomes, not arbitrary benchmarks.
Institutional-level manager access and risk oversight through our partnership with SEI.
Clear separation of roles: Your adviser remains in control of the relationship; we manage the investments behind the scenes.
Regulated and accountable: Authorised by the FCA and committed to transparency and integrity.
Our partnership with SEI.
To offer institutional-quality thinking in a retail context, we work in strategic partnership with SEI, one of the world’s leading investment platforms and manager research firms.
As our co-manufacturing partner, SEI brings:
Access to hundreds of rigorously vetted fund managers across asset classes and geographies
A global team of 120+ investment professionals, acting as an extension of our own team
Institutional-level risk systems, stress testing, and performance analysis
A 50-year track record of innovation and investment process refinement
While Mitchell & Mitchell retains full discretion and governance, SEI enhances our capabilities — giving advisers and clients access to solutions usually reserved for pension funds, private banks, and sovereign investors.
Together, we offer a solution that is rare in today’s market: boutique care, institutional firepower.
OUR PROMISE