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Convexus is an Isle of Man–based investment manager providing discretionary fund management and model portfolio services to financial advisers, professional clients, and high-net-worth individuals. We make institutional-quality investment management accessible, efficient, and clearly aligned with your clients' objectives.
Start a ConversationSeeking a reliable outsourced investment partner to improve client outcomes, reduce operational burden and strengthen their proposition.
Growing advisory practices that need institutional-grade investment infrastructure without the cost of building it in-house.
Individuals with complex requirements — concentrated positions, multi-currency portfolios, or specific tax considerations — who need bespoke solutions.
Clients based offshore or across multiple jurisdictions who benefit from Isle of Man domiciled investment management.
Four clear service lines — each designed to deliver institutional investment management in a way that suits your business model.
Five risk-graded portfolios from Cautious to Adventurous. ETF-core construction with institutional-grade diversification and active risk management. Available across 22+ platforms.
Full DFM mandate for advisers who want a single outsourced investment partner. We take responsibility for investment decisions within agreed parameters.
Individually constructed portfolios for high-net-worth clients with specific objectives, tax considerations, or existing holdings that require a tailored approach.
Partner with Convexus to deliver investment management under your own brand identity. Maintain client relationships while we provide the infrastructure and governance.
Isle of Man FSA regulated — Ref. 1335
Low-cost ETF core — typically 0.67% total portfolio cost
Available across 22+ wrap and platform providers
Active risk management through all market conditions
Dedicated relationship support for every adviser partner
Transparent reporting and investment governance
No minimum firm size — we work with boutique and large firms alike
Bespoke mandates available from £250,000
We believe that long-term investment success is built on three foundations: cost discipline, rigorous portfolio construction, and consistent risk management. Our ETF-core approach delivers these principles without compromising on quality or performance potential.
Convexus portfolios are constructed using a correlation-driven asset allocation methodology, reviewed regularly and stress-tested across market conditions — giving advisers and clients the confidence that comes from genuine institutional rigour.
0.67%
Typical Total Cost
vs. 1.5%+ active peer group
22+
Platform Coverage
UK & international platforms
5
Risk Grades
Cautious to Adventurous
2010
Established
Isle of Man, FSA regulated
Names and details are illustrative. This example is representative of the type of client situations Convexus regularly supports.
Privately managed wealth — international client, complex needs
Bespoke Portfolio Mandate · Isle of Man domicile
The Situation
A high-net-worth individual with assets spread across three jurisdictions approached a financial adviser seeking a consolidated, professionally managed investment solution. The client held a large concentrated position in a single equity, a legacy bond portfolio, and cash in multiple currencies.
The Challenge
Standard MPS products couldn't accommodate the complexity. The client needed a bespoke mandate that addressed concentration risk, currency exposure and the existing legacy holdings — without triggering unnecessary tax events. Their adviser needed a regulated DFM partner, not another platform product.
The Convexus Solution
Working with the adviser, Convexus designed a bespoke discretionary mandate. We incorporated the legacy holdings into a phased transition plan, built a multi-currency ETF-core portfolio around the client's risk profile, and provided regular governance reports. The adviser retained full ownership of the client relationship throughout.
Outcome: The client received a consolidated, professionally governed investment solution. The adviser strengthened their proposition, deepened the client relationship, and reduced the operational complexity of managing the account internally. Total portfolio cost: 0.71% all-in.
We welcome conversations with financial advisers, professional clients, and firms exploring discretionary management solutions. Contact us to discuss your requirements in confidence.
Convexus Limited
3rd Floor, Atlantic House
4-8 Circular Road, Douglas
Isle of Man, IM1 1AG
info@convexus.im