Amati Global Investors

Overview

Established in 2010, Amati Global Investors is an Edinburgh-based asset management firm specializing in UK small and mid-sized companies. The firm offers a range of investment products, including the TB Amati UK Smaller Companies Fund, two AIM Venture Capital Trusts—Amati VCT and Amati VCT 2—and an AIM IHT portfolio service. Amati Global Investors is authorized and regulated by the Financial Conduct Authority. The firm's investment strategy emphasizes active management and a focus on small and medium-sized enterprises (SMEs) across various sectors. Their portfolios are designed to provide exposure to dynamic areas of the market, aiming to deliver capital growth over the long term. Amati Global Investors is committed to independent and active management, fostering an environment that enables its investment teams to collaborate effectively and make informed investment decisions for clients. In December 2025, Amati Global Investors became fully independent after buying out wealth manager Mattioli Woods's 49% stake in the firm. This move marked a significant milestone in the firm's growth and strategic direction. The firm continues to focus on providing investors with savings vehicles offering exposure to dynamic market areas, with a particular emphasis on small and medium-sized companies. Please note that investment in smaller companies, particularly those quoted on the Alternative Investment Market (AIM), carries higher risks due to higher volatility and lack of liquidity. Investors should be aware that any investment in equities is subject to risk, and that investment in smaller companies, in particular unquoted companies and those quoted on the Alternative Investment Market (AIM), carries an even higher risk than that of larger companies listed on the main market of the London Stock Exchange. This is due to the higher volatility and lack of liquidity often found in smaller company shares, as well as typically higher levels of business-specific risks. Illiquidity means that buying and selling portfolio holdings may take some time, and in a worst-case scenario, portfolio companies could be delisted from AIM, making them very difficult to buy or sell, which in turn could affect the value of your investment. Current tax rules and the available tax reliefs offered on investments into AIM-quoted stocks may change at any time, and there is a considerable risk that if the legislation changed in respect of these tax reliefs, then those portfolio companies that no longer qualified for such reliefs would be subject to heavy selling pressure, potentially leading to significant investment losses.