IOMFSA Regulated · Ref. 1335

Institutional
discipline,
built for the
advisory market

Convexus provides discretionary fund management and model portfolio services to financial advisers — combining a low-cost ETF core with active risk management, available across 20+ platforms.

Including Invinitive's FCA-regulated SIPP — a natural home for pension capital under professional management.

2013
Track record since
0.67%
Total MPS cost p.a.
20+
Platforms supported
IOMFSA Regulated
Ref. 1335 · Isle of Man FSA
Track Record Since 2013
Live GBP Core Models, FE Analytics verified
5 Jurisdictions
UK · Europe · UAE · Singapore · KL
20+ Platforms
Platform-agnostic MPS delivery
What We Offer

Institutional-quality
investment management

Three complementary service lines, each built on the same risk-first philosophy: risk-first construction, cost-efficient ETF core, active correlation management.

01

Risk-First Construction

Volatility and drawdown targets define the investment framework before return objectives are set.

02

Cost-Efficient Core

A single passive global equity ETF provides broad market exposure at minimal cost — avoiding fee drag of multiple active managers.

03

Active Diversification

Diversifiers selected for correlation properties and drawdown reduction, not simply asset class representation.

Model Portfolio Service

Five risk-graded portfolios.
One philosophy.

Available across 20+ major platforms at a total cost of 0.67%–0.68% p.a. including all underlying fund charges. Each portfolio is built around a passive global equity ETF core, supplemented by actively selected diversifiers.

Cost saving of 50–60 bps p.a. vs active multi-asset peers. No hidden charges.
Simulated past performance. Bloomberg data, back-test March 2021 – February 2026. Not a reliable indicator of future results. Capital at risk.

Portfolios
Cautious · Cautious Balanced · Balanced · Bal. Adventurous · Adventurous
Total cost
0.67%–0.68% p.a. (all-in, incl. fund charges)
Peer comparison
1.2%–1.6% typical active multi-asset peer range
Equity range
45.8% (Cautious) to 63.8% (Adventurous)
Simulated 5Y return
48.52%–58.59% (back-test Mar 2021 – Feb 2026)
Platform access
20+ major platforms · platform-agnostic
Bespoke Portfolio Service

Tailored mandates for complex client requirements.

Live Track Record

GBP Core Models —
since inception outperformance

Live data sourced from FE Analytics, as at 9 April 2026. Returns shown gross of management charge. The team has managed client assets since 2013. All three GBP Core Models have outperformed their respective ARC Private Client Index benchmarks or UK CPI on a cumulative basis since inception.

Conservative Core
+76.1%
since inception
+36.4pp vs benchmark
1 Year+19.3%
3 Year+38.1%
Sharpe Ratio (3Y)1.52
vs. UK CPI +39.7%
Balanced Core
+94.9%
since inception
+33.3pp vs benchmark
1 Year+18.8%
3 Year+34.1%
Sharpe Ratio (3Y)0.95
vs. ARC Cautious PCI +61.6%
Growth Core
+167.1%
since inception
+63.2pp vs benchmark
1 Year+21.6%
3 Year+37.1%
Sharpe Ratio (3Y)0.90
vs. ARC Balanced Asset PCI +103.9%
2022 Resilience
Drawdowns of -1.9% to -6.0% — contained losses vs peers during the rate and inflation shock year.
2025 Standout
Conservative Core +14.1% — gross of management charge. Net returns to clients will be lower.

Past performance is not a reliable indicator of future results. Capital is at risk. GBP Core Models used as a proxy for the investment strategy; individual client portfolios may differ. Source: Convexus / FE Analytics as at 9 April 2026.

Market Overview

Markets & context

US
S&P 500
Today
UK
FTSE 100
Today
Global
MSCI World
Today
FX
EUR/GBP
Today
FX
USD/GBP
Today
Commodity
Gold (USD/oz)
Today

Investment Philosophy

Convexus portfolios are constructed around a passive global equity ETF core, supplemented by actively managed diversifiers selected for their low correlation to equities — not simply for asset class representation.

Risk Management

The investment framework is risk-first: volatility and drawdown targets are established before return objectives are set. This discipline aims to deliver consistent risk-adjusted returns across market cycles.

Cost Efficiency

Total portfolio costs of 0.67%–0.68% p.a. represent a saving of 50–60 basis points versus typical active multi-asset peers — meaningful compounding advantage over a long investment horizon.

Market data is indicative only. Figures sourced via AI-assisted lookup and may not reflect real-time prices. Not investment advice. Capital at risk.

SIPP Wrapper

Professional DFM
inside a regulated pension

Solutions offered by Convexus are available within the Invinitive SIPP — an FCA-regulated self-invested personal pension. This combination places professional discretionary management inside a tax-efficient pension wrapper, providing an institutional-grade solution for retirement capital.

Invinitive handles SIPP administration, custody, and regulatory compliance. Convexus handles the investment decisions. You retain the advice relationship.

Learn about the Invinitive SIPP →

What this combination delivers

Tax-advantaged pension wrapper around professional DFM management
FCA-regulated SIPP administration via Invinitive Financial UK Ltd
Convexus MPS portfolios available within the SIPP wrapper
Bespoke mandates for clients with more complex pension requirements
Origo transfer service — cash and in-specie transfers supported
Consolidated reporting: DFM performance + SIPP custody in one relationship
DFM regulated by
Isle of Man FSA · Ref. 1335
SIPP regulated by
FCA · Invinitive Financial UK

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.

Get In Touch

Speak to the
Convexus team

Whether you are a financial adviser looking to integrate our MPS or DFM service, or a professional investor exploring pension management options, we would welcome a conversation.

1
Direct access to the investment team
Speak to portfolio managers, not a sales team.
2
No obligation
We will understand your requirements and explain how Convexus can help.
3
Full documentation available
Brochure, factsheets, and performance data provided on request.

Contact Details

Convexus Limited

4-8 Circular Road, Douglas

Isle of Man, IM1 1AG

info@convexus.im

+44 (0) 1624 653 800

For professional clients, eligible counterparties and financial advisers only. This is marketing information and does not constitute investment advice. Capital at risk.

C O N V E X U S

Discretionary fund management and model portfolio services for the advisory market. Isle of Man domicile.

Navigate

Regulatory

Convexus Limited is regulated 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

  • 4-8 Circular Road, Douglas
  • Isle of Man, IM1 1AG
  • info@convexus.im
  • +44 (0) 1624 653 800

© 2026 Convexus Limited. All rights reserved.

PrivacyTermsRegulatory