Aequitas Wealth Management
Focused on what matters to you.

About us

Aequitas Wealth Management Limited is a UK-based, FCA-regulated discretionary fund management business. We offer a diverse range of independently rated multi-manager investment solutions, each tailored to different investment objectives and risk profiles. Our fund managers are adept at responding swiftly to evolving market conditions and emerging opportunities.

Utilising an Open-Ended Investment Company (OEIC) structure, we can make investment changes without triggering capital gains and potential tax liabilities. Our fund range includes:

  • MGTS Aequitas Defensive Fund

  • MGTS Aequitas Cautious Fund

  • MGTS Aequitas Balanced Fund

  • MGTS Aequitas Adventurous Fund

These funds are managed under the appointment of the Authorised Corporate Director (ACD), Margetts Fund Management Limited. We employ a funds-of-funds approach, blending active and passive management to provide cost-effective investment solutions designed to support investors in achieving their financial objectives.

Aequitas Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (Registered Number 1009509). Please note, we are only permitted to deal with eligible counterparties or professional investors and do not engage with retail investors.

Directors

Philip Stepp
Director

Philip founded the Newell Palmer group in 1993, which became one of the largest Independent Financial Advisers in the UK.

In 2016 Financial Times-Adviser ranked the business in the top 50 largest Financial Adviser firms in the UK. Under Philip’s stewardship the business had a reputation for providing high quality, bespoke independent financial advice. The business was acquired by Ascot Lloyd in December 2018. 

Matthew Kidd
Director

With over thirty years' experience in the financial advice sector, Matthew is focused on building honest and respectful long-term relationships and protecting wealth for his clients. His clients value his straightforward advice, trusting him to build value and security for their estate and overall wealth management.

Matthew helps to run our Investment Committee, working closely with our investment management partners to build and operate a range of strategic risk-based funds to suit our clients.

Get in touch

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