Fusion Group is a group of financial services companies specialising in investment & wealth management, financial planning and corporate risk advisory services, headquartered in London.
The core of Fusion expertise lies in the combination of extensive market experience with a quantitative approach to portfolio construction and risk management discipline.
Fusion has an extensive track record of managing investment products and providing advisory services, with particular emphasis on quantitative and protective strategies. Fusion uses its quant expertise across all Fusion products and services.
Fusion Credit Relative Value Fund was the first Fusion product, launched in 2004. The fund was one of the first quantitative credit funds in Europe.
Fusion Long Volatility Strategy was set up in 2006 as a spinoff of the protective component of Fusion Credit Relative Value Fund. It was consistently in the top 3-5% of multi-strategy funds during the crisis months of 2007, 2008, 2010 and 2011, 2014 and 2020. The protective strategy is currently one of the principal components of most Fusion products and services.
Hedge Advisory was added to Fusion services in 2009. It was initially set up for financial intermediaries to implement specific hedges and later the offering was expanded to corporate clients. Fusion’s option-based programs were the first of its kind in Europe to help corporate clients to manage their liquidity and minimise credit-related costs.
In 2012, Fusion Group started offering wealth management services to private clients and access to institutional asset management services and expertise. It offers clients customised investment solutions and addresses a wide range of customer’s requirements.
In 2015, Loyal North Plc was set up as a retail arm of Fusion Group, which is a holding and operating company for independent financial advisory businesses in the UK.
In 2016, JustFA Technology was set up as a subsidiary of Loyal North Plc which is an online investment platform that allows financial advisers to service clients online in one streamlined environment.
In 2017, Fusion Asset Management launched discretionary investment management services to financial advisers in the UK and their clients. Fusion Model Portfolio services are now available to UK retail clients on most major retail investment platforms in the UK.