Hawksmoor Investment Management

Website:  www.hawksmoorim.co.uk


Hawksmoor Investment Management is an independent boutique investment manager. We are headquartered in Exeter, with offices across the South West, London and East of England. 

Hawksmoor is focussed on providing outsourced investment solutions to Financial Advisers. In addition to Model Portfolios, we offer bespoke discretionary management, a BPR-based AIM Portfolio Service and a range of funds of funds. We have a strong capability in Sustainable investments. Our suitability and portfolio construction processes are designed to dovetail with those of the IFA, to ensure that our portfolios perform as promoted and expected.

Wellian Investment Solutions is now part of Hawksmoor Investment Management.


Hawksmoor Model Portfolio Range: -

  • Cautious (0-40% Equity) Core Model Portfolio
  • Cautious (0-40% Equity) Higher Income Model Portfolio
  • Cautious (0-40% Equity) Sustainable World Model Portfolio
  • Moderate (40-60% Equity) Core Model Portfolio
  • Moderate (40-60% Equity) Higher Income Model Portfolio
  • Moderate (40-60% Equity) Sustainable World Model Portfolio
  • Adventurous (60-80% Equity) Core Model Portfolio
  • Adventurous (60-80% Equity) Higher Income Model Portfolio
  • Adventurous (60-80% Equity) Sustainable World Model Portfolio
  • Equity Risk (80-100% Equity) Core Model Portfolio
  • Equity Risk (80-100% Equity) Higher Income Model Portfolio
  • Equity Risk (80-100% Equity) Sustainable World Model Portfolio

Wellian (HIS) Model Portfolio Range: -

  • Wellian (HIS) Balanced Model
  • Wellian (HIS) Conservative Model
  • Wellian (HIS) Growth Model
  • Wellian (HIS) Income Model
  • Wellian (HIS) High Income Model
  • Wellian (HIS) Ethical Model
  • Wellian (HIS) Ethical Cautious Model
  • Wellian (HIS) Passive Balanced Model
  • Wellian (HIS) Passive Conservative Model
  • Wellian (HIS) Passive Growth Model
  • Wellian (HIS) Passive Income Model

Rebalance schedule

There is no fixed rebalancing schedule, instead we choose to make amendments and rebalance our Model Portfolios when deemed necessary. Although models will be assessed, at least, quarterly.


The Annual Management Charges are as follows: -

Hawksmoor Model Portfolio Range 0.25%

Wellian (HIS) Model Portfolio Range - Active 0.35%

Wellian (HIS) Model Portfolio Range - Passive 0.25%

Contact details

Jill Gill: Jill.Gill@hawksmoorim.co.uk

0139 241 0180

Legal disclaimer

This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.

Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.

Third parties are any person other than an Aviva company or Aviva employee. By allowing third parties to publish material on this web page Aviva is not endorsing the contents of that material. Any views expressed are the views of that third party and Aviva does not endorse those views.

Aviva's dedicated site for UK financial advisers only. Not for use with customers, if you're a customer please go to www.aviva.co.uk