About Infundly
Independent Thinking for Investment Teams
The best portfolio decisions come from calm, experienced, genuinely independent judgement, never from consensus, algorithms or sponsorship cheques.
Good committees already run well. Great ones add one allocator-grade, conflict-free pair of eyes.
That’s exactly what we supply. On demand, without politics or permanent headcount.
Clear, commercial-free thinking wins.
WHO WE ARE
Independent support for:
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Adviser firms that outsource investments
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In-house DFM and MPS teams
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Any team facing tighter governance, deeper due diligence, or a discretionary (VoP) transition
We help you see the mechanics of robust portfolio management:
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How selectors evaluate manager skill, process, and capacity without conflicts
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The challenge protocols that keep committees sharp and FCA-ready
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The real-time strategies driving live MPS and DFM allocations
Our work cuts past the headlines to the logic that matters—translating it into tools your team can use immediately, from committee minutes to fund shortlists.
When partnering with firms, we act as the non-executive voice: evaluating strategies, supporting VoP applications, and ensuring decisions are defensible.
Get the Independent Edge → Book a 20-Min Call
WHY WE DO IT
In a world of consolidating platforms and relentless FCA oversight, even the sharpest teams hit blind spots: committees without enough challenge, research that feels sponsored, or transitions stalled by weak paper trails.
We exist because genuine independent perspective shouldn't require a £100k+ hire. It should be accessible, actionable, and built for firms like yours—empowering you to make decisions with conviction, not compromise.
HOW WE DO IT
We deliver targeted, flexible support in formats that fit your workflow: committee agendas, research packs, governance templates, and strategy briefs. Each is shaped to connect directly to your priorities—not generic advice.
We don't dictate answers. We equip you with the models, clarity, and transparency to refine your own: from fund deep-dives to value assessments that pass muster.
WHAT WE BELIEVE
Trust outlasts trends. Independence drives better outcomes. And UK investment teams deserve the same allocator tools as the biggest players—scaled to reality, not rhetoric.
Portfolio decisions aren't reserved for boardrooms. They're stronger when grounded in shared, battle-tested judgement.
MISSION
To deliver clear, unbiased allocator perspective to DFMs, MPS providers, and advisers—building committee confidence, streamlining due diligence, and supporting regulatory transitions with practical, human-led support.
VISION
Defensible decisions. Quiet confidence. Investment teams that thrive under scrutiny.
FOUNDER'S STORY
I’ve spent over two decades years doing the same job you do today:
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selecting funds, building and running model portfolio ranges from the ground up, sitting on investment committees through every kind of market, including launching an OEIC with three sub-funds in the midst of the Great Financial Crisis.
I’ve worked side-by-side with risk, compliance and ACD teams, designed fund panels, written the governance papers, and produced the research and minutes that survive real scrutiny.
Along the way, I've seen the gaps first hand—how lean teams struggle with independent challenge, how biased research clouds calls, and how governance rigour can make or break a transition.
That's why I founded Infundly: to offer the same clarity and discipline I relied on, now available to firms that need it without the overhead. It's not about theory. It's about tools that work—research packs that hold up, minutes that reassure, and perspectives that sharpen your edge.
Infundly is about making allocator judgement accessible: honest, hands-on, and focused on what keeps UK DFMs and advisers ahead.
FEATURED PAST FOUNDER HIGHLIGHTS
