About Us

MAY-BLOOM is a niche consulting firm providing services to wealth managers, private banks, family offices, asset managers, Multinational and limited Liability Companies and even third party administration firms. We differentiate ourselves from our peers and competitors by providing pragmatic and cost effective consulting services to our clients and customers by utilising our broad and deep knowledge of the financial services industry in which we operate.

Our firm was formed in 2004 by its founding Director who is a very experienced industry practitioners. From time-to-time we use associates for client assignments but always under the close supervision of our founding Director. Our associates are people who we know well and have worked with in the past and never have less than 10 years relevant experience. We are very proud of our reputation for the provision of professional consulting services.

We have worked with a wide variety of clients and have formed strong relationships with them. Due to our extensive knowledge of the market and large contact network we have undertaken a great deal of work for firms looking to enter the wealth management market and the European market, this includes business enterpreneurs, start-up wealth managers, Fund managers and wealth management service providers. Our services to these clients have been diverse and have included: Graham/Dodd paradigm; market entry strategy; speaking at their events and helping them to get the appropriate decision makers to their event; .

We strongly believe that May-Bloom brings a unique insight into industry trends and challenges. This is based on the experiences of its consultants and associates who have held senior roles within wealth management, investment management, investment operations, stock brokering.

May-Bloom has a market neutral stance. Although the Company can and does work closely with other organisations that operate in the financial services industry, we do not enter into any financial or commercial arrangements that would compromise our ability to offer impartial, objective advice to our clients.

How we Invest

We invest in a constantly changing world. The global economy is going through a series of complex transitions - in climate, health, global trade, demographics, technology and society. These transitions will have very real impacts - potentially threatening the resilience of our economic and political system, stranding people as well as assets, and challenging prevailing investment models.
Change is inevitable, but it brings opportunities as well as threats. Our mission is to navigate uncertainties on behalf of our clients - to harness opportunities and manage risks. Our 'purposeful ownership' approach entails understanding the mosaic (the full picture) of each investment prospect we assess, taking the widest perspective possible on the investment landscape, and being accountable for the decisions we make. We believe this promotes better-informed investment decisions.
Our thematic approach helps us to achieve long-term perspective and navigate a world in flux. It provides a framework for the fundamental security, sovereign and macroeconomic research of our analysts, for the collaboration between our analysts and our portfolio managers, and for the asset-allocation, security-selection and risk-management decisions which are entailed in portfolio construction. It alerts the members of our investment team to the new opportunities that change creates, and helps identify the emerging risks that will impair the value of investments.

We invest and behave responsibly. To us, integrating environmental, social and governance considerations is indispensable in achieving perspective on all investment opportunities and risks.
Companies are essentially social enterprises operating within the physical boundaries of the planet, and this has been reflected in the evolution of governance theory away from simplistic shareholder primacy towards the notion of multi-stakeholder capitalism.
Considering the material ESG issues that affect their future business prospects and the pricing of their securities is just a natural part of assessing their investment merits overall. We have been voting client shares since 2005, we seek to drive positive change via both bond and equity holdings, and we have been conducting ESG reviews on recommended securities for close to 10 years.

Engagement is a central part of our investment process, not a discrete activity. When assessing the ESG issues that influence the long-term viability of all corporations (and the valuations placed on their securities), we acknowledge the complexity of the issues companies face, and we seek, as part of our research process, to identify opportunities to engage with management on material issues.
We see all meetings with companies as engagement opportunities.

Our engagement activities are not limited to companies. We also play an active role in the development of best practices, standards and regulations. In doing so, we aim to achieve a better understanding, have greater influence, and enhance the rights of investors and wider stakeholder groups.
There is a growing body of evidence that companies which run their businesses for the long term, balance the interests of all stakeholders, and actively manage their risks can produce more resilient returns for all stakeholders.
We look at the consequences of ESG issues, therefore, through the lens of what companies are doing to tackle the complex web of issues that affect their outcomes and their impact on other stakeholders, not through labels or rankings applied by third-party agents.

In seeking to fulfil our purpose of delivering attractive outcomes to our clients and fostering a healthy and vibrant world for all, we hold companies to account not only for the financial returns they deliver, but also for their wider impact on society and the environment. We hold ourselves to the same standards we expect of those companies. .

How do we use your personal data

We may use your email address to provide marketing information, including email marketing on May-Bloom's services, events, latest announcements etc. To the extent that your consent is needed to allow us to send you such information, we will make sure to collect such consent from you before we send you any marketing information. Your personal information, such as job title and company name may be used to ensure we provide the most relevant content.

Cookies Policy

We do not use cookies on our website.

Security

May-Bloom maintains appropriate technical and organisational measures to protect your personal data against unauthorised or unlawful processing, accidental loss, destruction or damage, or other violation of the provisions of applicable law.

Please use the email address below if you want to contact us.

Any questions, request for access etc. should be directed to the following email address: info@may-bloom.com

Updates to the policy

This policy may be updated from time to time. The current version was last updated in May 2018.