Isle of Man
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Investment Management

Investment management, built around your objectives.

Convexus provides discretionary investment management, Core model portfolios and bespoke investment solutions for financial advisers and their clients, professional clients and appropriate corporate mandates.

Discretionary investment management since 2010.

IOMFSA Regulated

Licence No. 1335

Isle of Man Domiciled

Established 2010

ETF Implementation

Transparent, cost-efficient

Risk-Graded Range

Core portfolio models

The Convexus Core

A disciplined investment process. Proven over time.

Our Core portfolios sit at the heart of how we invest — combining disciplined portfolio construction, transparent ETF implementation, active oversight and ongoing risk management.

The same investment thinking can support our Core models, discretionary mandates and bespoke investment solutions.

One investment discipline. Different requirements.

Convexus Growth Core

16.17%
1 YEAR
43.57%
3 YEARS
48.11%
5 YEARS
184.89%
SINCE START

AFI Balanced (comparator)

14.77%
1 YEAR
37.92%
3 YEARS
23.91%
5 YEARS
119.27%
SINCE START

Performance figures to 31 August 2026. Performance shown in GBP. Benchmark: AFI Balanced. Past performance is not a reliable indicator of future performance. The value of investments and the income from them can fall as well as rise. Source: FE fundinfo.

See the investment process, portfolio approach and supporting performance in more detail.

How We Invest

Discipline over noise.

Markets change. Investment discipline should remain consistent.

Our process combines strategic asset allocation, tactical positioning, global diversification, ETF selection, continuous monitoring and disciplined rebalancing.

01

Strategic Asset Allocation

Establishing a long-term portfolio structure appropriate to each model's risk objective.

02

Tactical Positioning

Making considered adjustments where the investment team identifies meaningful risks or opportunities.

03

Global Diversification

Combining different regions, asset classes and return drivers.

04

ETF Selection

Using transparent and efficient instruments to express portfolio views.

05

Continuous Monitoring

Reviewing portfolios, markets and underlying exposures on an ongoing basis.

06

Disciplined Rebalancing

Realigning portfolios where movements or investment decisions require action.

Working With Convexus

One investment capability. Different ways to access it.

Core / MPS

Ready-built, risk-graded portfolios built around the Convexus investment process. A straightforward and scalable way to access professional portfolio management across supported platforms.

  • Risk-graded portfolio range
  • ETF-based implementation
  • Ongoing discretionary oversight
  • Multi-platform availability

Discretionary Management

Delegate day-to-day investment management to Convexus within clearly agreed objectives and parameters, supported by professional portfolio construction, monitoring and ongoing oversight.

  • Professional portfolio management
  • Defined investment objectives
  • Ongoing monitoring
  • Active investment oversight

Bespoke

When an off-the-shelf portfolio is not the answer, we can build around the mandate — taking account of the investor's objectives, existing assets, risk parameters, liquidity requirements, currency exposure and wider investment considerations.

  • HNW & professional clients
  • Corporate mandates
  • Family office requirements
  • Complex or individual investment needs

Built Around the Mandate

What do you actually need the portfolio to do?

Not every investor fits neatly into a model.

Existing holdings. Multiple currencies. Specific income requirements. Corporate capital. Concentrated positions. Different liquidity requirements. A particular investment objective.

Tell us what the mandate needs to achieve. We can then determine whether one of our Core solutions fits — or whether the right answer is to build something around you.

HNW & Professional Clients

Portfolios built around individual objectives, existing holdings, currency requirements and investment preferences.

Companies & Corporate Mandates

Professional management of appropriate capital or surplus funds, taking account of investment objectives, risk parameters, liquidity requirements and time horizon.

Family Offices & Complex Requirements

Investment solutions capable of accommodating more complex holdings, structures and portfolio requirements where appropriate.

Start with the requirement, not the product.

Who We Work With

Investment management for different relationships.

Financial Advisers

Professional investment management that can sit behind the adviser relationship.

HNW & Professional Clients

Direct investment management for appropriate clients requiring a professional portfolio solution.

Companies

Investment management for appropriate corporate capital and investment mandates.

Family Offices & Professional Partners

Flexible investment capability for more complex client, family and professional requirements.

Convexus Pulse

Market insight & updates

Commentary, company news and practical investment insights.

For financial advisers and internationally mobile investors.

The Case for Asset Allocation
Helpful Articles

The Case for Asset Allocation

Why long-term outcomes are decided by portfolio structure rather than market forecasts. A Foundations Series article for offshore advisers managing internationally diversified client portfolios.

01 Sep 2026Read More →
Building Better Portfolios: The Architecture of Intent
Helpful Articles

Building Better Portfolios: The Architecture of Intent

Why asset selection is irrelevant until portfolio architecture is defined, and the institutional alternative to organic accumulation. A Foundations Series article for offshore advisers managing internationally diversified client portfolios.

18 Aug 2026Read More →
Inside the Investment Committee: The Architecture of Decision-Making
Helpful Articles

Inside the Investment Committee: The Architecture of Decision-Making

Why institutional governance is the primary defence against avoidable investment errors. A Foundations Series article for offshore advisers managing internationally diversified client portfolios.

18 Aug 2026Read More →
Explore all insights

Full market commentary, company news and helpful articles on Convexus Pulse.

The Jurisdiction

Why the Isle of Man

Not merely a location — a constitutional statement of intent.

For over a millennium, this self-governing Crown Dependency has cultivated an environment where stability is not aspirational, but structural.

Douglas Harbour, Isle of Man

Douglas Harbour, Isle of Man

The capital at work. A mature financial centre with sovereign stability and international reach.

1,000+
Years of Parliamentary Governance
AA+
Equivalent Jurisdictional Rating
0%
Corporation Tax on Fund Income
80+
Double Taxation Agreements

Independent Legislature

Tynwald, the world's oldest continuously sitting parliament (979 AD), provides a uniquely stable regulatory environment free from external political volatility. Legislative independence is constitutionally enshrined.

Regulatory Excellence

The Isle of Man Financial Services Authority operates to the highest international standards — a principles-based regulator that balances rigorous oversight with commercial pragmatism and investor protection.

Tax Efficiency

Zero-rate corporation tax on investment fund income. No capital gains tax. No inheritance tax. Over 80 double taxation agreements enabling seamless cross-border structuring for international clients.

Independent Jurisdiction

A Crown Dependency but not part of the UK or EU — offering unique positioning. English common law frameworks provide familiar legal structures with sovereign flexibility and jurisdictional certainty.

Financial Substance

The island hosts a mature ecosystem of banks, fund administrators, lawyers, and trustees. A depth of professional infrastructure rarely found outside the major financial centres, at a fraction of the cost.

Political Stability

Consistently ranked among the world's most politically stable jurisdictions. No external government interference. A track record of protecting investor interests through every global financial crisis since 1929.

Our Leadership

Experience Behind Every Decision

Behind every investment decision is judgement built through experience. Our leadership team combines decades of market knowledge, disciplined thinking and a clear understanding that successful investing requires adaptability, patience and conviction.

Jim Dolan, Managing Director

Jim Dolan (FCSI)

Managing Director

“Don't mistake my kindness for weakness. I am kind to everyone, but when someone is unkind to me, weak is not what you're going to remember about me.”

— Al Capone

A Chartered Wealth Manager and Fellow of the Chartered Institute for Securities & Investment, Jim brings over three decades of financial market experience to Convexus.

His career began in the City, including specialist experience trading commodities across base and precious metals markets. Over the years, Jim has developed extensive expertise in trading techniques, investment strategy and managing opportunities across multiple asset classes.

Having held board-level positions within private client investment and financial advisory firms, Jim combines technical market knowledge with leadership experience and a practical understanding of client needs.

Jim joined the Convexus board in 2019 before relocating permanently to the Isle of Man with his family in 2021.

Chartered Wealth ManagementCommodity MarketsMulti-Asset StrategyInvestment Leadership
Miles Ashworth, Investment Director

Miles Ashworth

Investment Director

“Everyone has a plan until they get punched in the mouth.”

— Mike Tyson

With more than 20 years' experience across financial services and investment management, Miles specialises in building resilient investment strategies designed for changing market environments.

His expertise spans multi-asset investing, liquid alternatives and portfolio construction, with a strong emphasis on disciplined risk management and long-term client outcomes.

Miles focuses on combining structured investment processes with the flexibility required to navigate uncertainty — because markets rarely move exactly as planned.

Multi-Asset InvestingPortfolio ConstructionLiquid AlternativesRisk Management

Markets change. Experience, discipline and judgement make the difference.

Literature

A little more detail, when you want it.

Explore our investment material — from the Convexus Core through to focused guides and sales aids for different investors and requirements.

The Core

CORE

The Convexus Core

Our flagship investment approach

C O N V E X U S

CORE

The Convexus Core

Our flagship investment approach

A closer look at our investment process, long-term performance, risk management and the people behind the portfolios.

Aids & Guides

BESPOKE

Bespoke Investment Management

Built around the mandate

C O N V E X U S

BESPOKE

Bespoke Investment Management

Built around the mandate

An introduction to building investment portfolios around individual objectives, existing assets and more complex investment requirements.

COMPANIES

Company Investment Solutions

Investment management for corporate capital

C O N V E X U S

COMPANIES

Company Investment Solutions

Investment management for corporate capital

An introduction to professionally managing appropriate corporate capital or surplus funds within clearly defined investment, risk, liquidity and time-horizon requirements.

A small selection of our material. If there's something particular you're looking for, let us know in your request.

Get in touch

Tell us what you need. We'll confirm your email and arrange a conversation.

Convexus Limited

3rd Floor, Atlantic House

4-8 Circular Road, Douglas

Isle of Man, IM1 1AG

info@convexus.im

For professional clients and financial advisers only. Not for retail distribution.

C O N V E X U S

Independent investment management, domiciled in the Isle of Man. Built on centuries of institutional stability.

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Regulatory

Convexus Limited is licensed by the Isle of Man Financial Services Authority · Ref. 1335. All investments carry risk. Past performance is not indicative of future results. Capital at risk.

Contact

  • Convexus Limited
  • 3rd Floor, Atlantic House
  • 4-8 Circular Road, Douglas
  • Isle of Man, IM1 1AG
  • info@convexus.im

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