About MAIA
We are an exclusive multi-manager specialist with over 100 years’ of combined experience in this field, previously managing award winning funds within large investment houses.
Our aim is to actively manage your clients’ investment portfolios, leaving you free to perform the job of a financial adviser rather than an investment manager.
With the requirements of in-house investment management growing ever more complex for IFAs, it makes sense to outsource to a specialist, allowing you to make more efficient use of your time.
More reasons to choose MAIA
Stability
A strong, stable company, built on the cornerstones of professionalism, experience, collaboration and responsibility.
Ethics
Committed to the Principles of Responsible Investment, working to the highest levels of integrity, trust and ethical trading.
Sustainability
Focused on reducing waste, increasing efficiency and lowering our carbon footprint in every area of our business.
Chief Investment Officer – Founding Director
Email: laurence@maia-am.co.uk
Mobile: 07799 064055
Laurence is the Chief Investment Officer for MAIA Asset Management. Laurence has over 35 years’ experience in the industry, starting at Albert E Sharp and then BWD Rensburg, followed by Williams de Broë and latterly Investec Wealth and Investment. At Williams de Broë, Laurence was chair of the Investment Strategy Unit which structured the asset allocation for the entire firm.
Laurence was also head of collective research, which produced the buy, hold and sell lists for all the discretionary fund managers within the firm. In 2004 Laurence launched and managed WDB Assetmaster, a fund of funds range, which won numerous S&P awards. Laurence also gained a Citywire top 100 European Fund Manager ranking, which is awarded to the fund managers with the best risk/return ratios. This business then transferred over to Investec Wealth and Investment where Laurence continued to be lead fund manager of these funds and to also be a member of the collective investment committee for all of Investec Wealth and Investment.
Head of Research – Founding Director
Email: beccie@maia-am.co.uk
Mobile: 07894 634497
Beccie is Head of Research and Portfolio Manager at MAIA Asset Management, Beccie has over 30 years working in the investment management industry. Beccie started her career at Albert E Sharp followed by Williams de Broë where she was Senior Investment Director and Deputy Fund Manager for WDB Assetmaster, which she also co-launched with Laurence Boyle.
At Williams de Broë, Beccie worked alongside Laurence and specialised in the quantitative aspects of the investment process and in the area of risk analysis. Beccie was pivotal in the production of quantitative analysis for the Investment Strategy Unit, which used the propriety analysis that she and Laurence created for distribution within the firm. These skills were utilised and maintained when the business was transferred over to Investec Wealth and Investment. Beccie and Laurence have worked together for over 30 years.
Product Specialist – Founding Director
Email: sophie@maia-am.co.uk
Mobile: 07586 347454
Sophie has over 12 year’s experience in the industry. Starting at Williams de Broë and latterly Investec Wealth and Investment where her main role was presenting the team’s investment message to financial advisers with the aim of increasing AUM and retaining business.
Sophie co-launched MAIA Asset Management alongside Laurence and Beccie with her responsibilities primarily being on business development and the maintenance of IFA relationships.
Simon has worked in financial services for 11 years, specialising in the development and management of centralised investment propositions for Independent Financial Advisers. Simon first started his career at an IFA firm in Worcester before setting up his own independent investment consultancy business, Gilt Edge Investment Consultancy.
In these roles, Simon extensively researched and helped manage individual propositions for financial advisory firms. At MAIA, Simon is an investment manager and works very closely with IFA firms to manage the discretionary model portfolio solutions we provide.
As well as providing information and performance on request, we can be researched on various systems which offer advisers transparency of data and information.
Mabel Insights
Mabel Insights offers free services to financial advisers, utilising DFM data to provide investment research tools. These tools enable advisers to compare model portfolios and funds effortlessly, generating comprehensive due diligence reports and investment recommendations.
The Lang Cat
The Lang Cat ethos is centred around the belief that the financial services industry can be improved by better understanding its clients and advisers. They prioritise insight-driven approaches, utilising market understanding and sector expertise to offer independent insights aimed at enhancing outcomes for all stakeholders within the industry.
Beccie Shortlisted in Citywire’s Top 100 Fund Selectors.
We are thrilled to announce that Beccie has been included in the Citywire Wealth Manager’s Top 100 2023, the annual showcase of the UK’s most influential fund selectors.
Find out more
Our investment process is a continuous exercise which is based on MAIA’s initial strategic asset allocation.
More about our process
A choice of discretionary model portfolio options, each designed to offer a core solution for IFAs and their clients.
More about our portfoliosTo discuss our investment proposition, speak to a member of the team today.
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