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We continually monitor funds’ asset allocations relative to benchmarks and undertake an ongoing review of fund selections.

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Smart Beta Portfolios MAIA Smart Beta Cautious MAIA Smart Beta Balanced Income MAIA Smart Beta Balanced MAIA Smart Beta Growth
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Company News
3rd November 2023
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.

This recognition is not just a testament to Beccie’s individual expertise but also a reflection of the outstanding teamwork that defines our small, close-knit team. At MAIA Asset Management, collaboration is at the heart of our approach, and this award underscores the collective effort that goes into managing our model portfolios.

Beccie states ‘I am delighted to be shortlisted as my colleague, Laurance, was last year. I think we will both acknowledge that this is a MAIA team approach.’

In 2016, Beccie, along with like-minded colleagues Laurence Boyle and Sophie Taylor, embarked on a new chapter by founding our boutique investment management firm MAIA, in the heart of Warwickshire. This achievement is a testament to their shared vision and the collaborative spirit of everyone at MAIA that continues to drive our success as a team.

The Citywire profile on Beccie:

Head of research and founding director, MAIA Asset Management
Group AUM: £640m

West Midlands-based Beccie Williams has more than 30 years of experience in investment management.

She cut her teeth at Albert E Sharp, working there for a decade and becoming an associate director by the time she left in 1999. From there she joined Williams de Broe, which was later bought by Investec.

Working there for more than 16 years, she was a senior investment director and deputy fund manager for the WDB Assetmaster fund range. In that role, Williams specialised in the quantitative aspects of investing and risk analysis, and was central to the production of analysis for the investment strategy unit that was then distributed across the firm.

Following that Williams branched out on her own with like-minded colleague Laurence Boyle (who featured in our Top 100 last year). Together in 2016 they launched boutique investment management firm MAIA in the heart of Warwickshire.

Market Commentary
Global Infrastructure – Defensive Strengths Come to the Fore

When assessing alternative investments within our asset allocation framework, we prioritise strategies that offer genuine diversification.

2nd May 2025
Market Commentary
Gold – Can the Rally Continue?

We have maintained an allocation to gold for several years due to its diversification benefits and its role as a ‘safe haven’ asset during periods of market volatility.

25th April 2025
Market Commentary
Update on Our UK Gilt Positioning

As we have spoken about before, we introduced long duration UK gilts to our portfolios at the end of 2023. Following a period of higher inflation and higher interest rates, and with the headline yield on bonds far higher than what had been the case for many years, our team made several adjustments to our fixed income allocation.

16th April 2025

MAIA Asset Management Ltd
April Barns, Redditch Road
Ullenhall, Warwickshire B95 5NY

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Copyright © MAIA Asset Management Ltd
MAIA Asset Management Ltd is registered in England. Registered Office: April Barns, Redditch Road, Ullenhall, Warwickshire, B95 5NY. Company Registration No. 09967602. We are Authorised and Regulated by the Financial Conduct Authority, Registration Number: 747887.

Past performance is not a guide to future returns. The value of investments and the income from them, can go down as well as up, and you may get back less than you invested. Fluctuations in currency value will mean that investments may be affected by exchange rate variations.

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