About Us

About Wise Funds

Wise Funds is an employee-owned investment management business specialising in Multi-Asset. We launched our first investment fund, TB Wise Multi-Asset Growth, in April 2004. We then followed this up with the launch of the TB Wise Multi-Asset Income in October 2005.

With our flexible remit, we research a wide range of assets and invest in the most attractive ones. It follows that our funds are the natural home for our own money, and we invest substantially in the Wise Funds ourselves. We make the same returns as other investors, share the same risks, and pay the same charges experiencing the same journey as our clients. As employee-owners of a small business focused exclusively on managing our two funds, our interests are also perfectly aligned with our investors.

We think and care deeply about what we do and believe in the business model we’re building. We take our responsibilities for our clients’ wealth very seriously. We are constantly looking for opportunities to generate attractive long-term returns without taking undue risks. Communication is very important to us. Our aim is for all our communications to be readable – clear, honest and relevant. We understand that different investors require different forms of communication, and hope that our website contains enough information to satisfy everyone. The contents are continually updated.

Our History

1992

Wise Investment founded by Tony Yarrow as an advisory firm
1992

2004

Launched TB Wise Multi-Asset Growth
2004

2005

Launched TB Wise Multi-Asset Income

2005

2013

Became employee owned

2013

2015

John Newton joined as Business Development Manager

2015

2016

Wise Funds was carved out from Wise Investment as a dedicated fund management firm managing the two Multi-Asset strategies
2016

2017

Vincent Ropers joined as Portfolio Manager

2017

2018

Joanna Scavuzzo-Ramsey joined as Office Manager

2018

2018

Philip Matthews joined as Portfolio Manager

2018

2021

Tony Yarrow retired and became a Trustee

2021

Why Choose Wise?

Dedicated Team

We’re a small, friendly, dedicated team determined to do the best for our private and institutional investors every day.

Highly Experienced

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Transparent Fees

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Grate Track Record

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Learn More

Our Philosophy

What we stand for at Wise Funds

Our Team

Meet some of the Team at Wise Funds