Family Office
Mole Valley Asset Management (MVAM)
Guildford, United Kingdom
Type
Family Office
Check size
n/a
Verticals
financial advisory, wealth management, pensions
Investment thesis
Mole Valley Asset Management (MVAM) is a UK-based investment management firm established in 2014, with headquarters in Dorking, Surrey. The company specializes in providing bespoke investment solutions for private clients, trusts, charities, and pension funds, focusing on direct equity investment and personalized portfolio management. MVAM is known for its transparent fee structure and hands-on approach, managing portfolios without the use of pooled funds or third-party products. The firm has built a reputation for client-centric service and local expertise, with additional offices in York and Harrogate.
Investment focus
Business models
services
Customer segments
Consumer, SMB
Geography
UK
Links
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