Baron & Grant Investment Management Limited

We are specialists in managing investment trust focused portfolios which are complemented by a carefully selected range of exchange-traded funds (ETFs).

We provide financial planning, advice and discretionary investment management services to individuals (including ISAs, JISAs & GIAs), companies, pension schemes (including SIPP & SSAS), Trusts and Charities.

We offer leading expertise and pride ourselves on providing clients with exceptional levels of personal service.

We founded Baron & Grant to harness the many advantages of investment trusts for the benefit of our clients. A track record of outperformance, a bespoke service and portfolios tailored to individual circumstances make for a powerful combination. With the help of others, we also hope to help investors generally better understand how investment trusts can achieve financial objectives.

Our approach is genuinely differentiated to the vast majority of investment or wealth managers who run portfolios consisting in large part of direct equities and/or other forms of collective funds such as unit trusts and open-ended investment companies (OEICS). Such funds on average have been shown to underperform investment trusts.

Baron & Grant Investment Management Limited is authorised and regulated by the Financial Conduct Authority under reference number 930300.

Marketing Derby are a fantastic organisation who proudly fly the flag for the City and County and we are proud to be associated with them.

We believe Derby and Derbyshire to be the “country’s best kept secret”!

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