Welcome to
Fundamental Asset Management

We are a specialist investment firm delivering outstanding growth since 2004 creating investment portfolios suited to your requirements

Fundamental Global Growth Portfolio

Has delivered outstanding investment returns to clients since inception in 2004, making direct investment in many of the world’s largest and fastest growing companies.

Fundamental UK Dividend Income Portfolio

We meet your precise requirements with intelligently managed investment portfolios. Fundamental has delivered outstanding investment growth through our share portfolios which are suitable for General Investments Accounts, ISAs and SIPPs (Self-Invested Pension Plan).

AIM IHT Growth Portfolio

Our AIM IHT Growth Portfolio targets 20 to 30 diverse companies with potential growth opportunities combined with the benefits of business property relief and 50% IHT tax relief.

AIM IHT Income Portfolio

This portfolio service invests in the shares of higher-yielding Business Relief qualifying AIM companies, notwithstanding portfolio size. combined with the benefits of business property relief and 50% IHT tax relief.

WHO WE ARE

About Fundamental Asset Management

Learn More About Us

Founded in 2004, Fundamental Asset Management is an independent, owner managed, investment specialist focusing on direct equity investment for high-net-worth individuals. The firm carries out its own in-depth research and analysis of exciting companies, trading on both the UK and leading overseas stock markets.
Our mission is to craft bespoke solutions that align with your unique financial goals, enhancing your lifestyle and ensuring your legacy endures for generations.

OUR PRODUCTS

What We Offer

Our mission is to craft bespoke solutions that align with your unique financial goals, enhancing your lifestyle and ensuring your legacy endures for generations. To that end, we offer a range of products and investment solutions to help you reach your financial goals some of which can also reduce a potential inheritance tax burden.

Fundamental Global Growth Portfolio

Learn More

Fundamental UK Dividend Income Portfolio

Learn More

AIM IHT Income Portfolio

Learn More

AIM IHT Growth Portfolio

Learn More

FREE DOWNLOAD

Download our AIM for Inheritance Tax Report!

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report.

FREE DOWNLOAD

WEBINARS

Join one of our upcoming webinars or watch a previous one

Register For Our Next Webinar

How Do You Use AIM For Inheritance Tax Planning?

Watch Now

False Start or Are Small
Caps Up and Running?

Watch Now

AIM ISAs Are They
Worth It?

Watch Now

WHAT'S NEW

Latest News & Insights

View More

Octopus withdrawal freeze highlights the importance of transparency and liquidity

Last week, The Telegraph reported that withdrawals from the Octopus Inheritance Tax Service remain suspended, affecting around 18,000 investors. Yesterday (21/09/2026), the Financial Times has

Read More

Resilience in AIM: what investors should focus on now

Recent years have been challenging for AIM investors. Volatility, policy changes, and global uncertainty have all weighed on sentiment — and we fully recognise that

Read More

Rising Inheritance Tax Receipts and another takeover in the works?

This week has seen rising Inheritance Tax receipts and speculation of another takeover – demonstrating the depressed valuations available on AIM. Advanced Medical Solutions (‘AMS’),

Read More

Ceasefire Sparks Relief Rally in UK Small Caps

News of the two-week ceasefire in hostilities between Iran and the US and the planned opening of the Strait of Hormuz has seen the oil

Read More

Join Our Newsletter

Receive only the highest quality curated articles and generate positive momentum towards your financial goals.

X-twitter Linkedin Youtube

Fundamental

Our products

Legal and Support

Disclaimer & Risk warning

Our investment services may not be suitable for everyone, and potential investors should fully understand the risks involved. We therefore always recommend investors seek independent advice before making an investment. Past performance is no guide future performance, and the value of any investment may fall as well as rise and investor may not get back the full amount invested. Tax benefits will depend on circumstances and tax rules and regulations are subject to change. Please read more here.

© Fundamental Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Registered no 05089880.

FREE DOWNLOAD

Download our How to beat Inheritance Tax with AIM shares

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report.