We’re redefining what modern portfolio management can achieve
At Crossing Point, we combine rigorous academic research with innovative technology to deliver investment solutions that work in the real world. From low-cost passive portfolios to cutting-edge trend-following strategies, we're redefining what modern portfolio management can achieve.
Our mission
We aim to grow and protect investors' capital by delivering intelligent, evidence-based, price-competitive investment solutions built on academic research, innovative technology, and disciplined risk management. Through integrity, professionalism, and thoughtful service, we create outcome-driven portfolios tailored to the evolving needs of clients and advisers.
Our vision
Our five-year goal is to be the most trusted, research-driven investment partner for UK advisers. We're achieving this by delivering outstanding portfolio performance, expanding adviser relationships, and offering value-driven solutions across accumulation, growth, income, and retirement phases.
Our values
Innovation
Innovation
Continuous improvement and smart use of technology
Discipline
Discipline
Robust investment process and risk control
Integrity
Integrity
Ethical, transparent and aligned to Consumer Duty
Service
Service
Adviser-first approach, with tailored support and clear communication
Crossing Point brings together the very best of academic analysis and investment expertise.
Our story
Crossing Point was conceived in 2014, established in 2018, and went live to market in 2020. We were founded to address specific gaps in the adviser market.
Initially launched with our ground-breaking Guardian trend-following portfolios, we've expanded to offer six distinct investment solutions. Our trend-following research has been proven to reduce volatility and maximum drawdowns, smooth returns, and add an extra layer of risk control.
We continue to engineer new portfolio services utilising our trend-informed research, economic indicator analysis, and unique Consumer Duty ratios - bringing together the best academic analysis and investment expertise.
Meet the Managers
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Dr Tomiko Evans
CHIEF INVESTMENT MANAGER
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Prof Mike Buckle
INVESTMENT MANAGER, DIRECTOR AND COMPLIANCE OVERSIGHT MANAGER
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Chris Davies
INVESTMENT MANAGEMENT COMMITTEE, CHAIRMAN OF THE BOARD
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Carl Hagger
BUSINESS DEVELOPMENT MANAGER
Our Awards
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2025 CityWire Adviser Choice Award - Best Reporting
Recognising the wealth management brands advisers most respect up and down the UK. The awards celebrate the wealth management offices giving great service to IFAs across the country.
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Shortlisted for five CityWire Adviser Choice Awards 2025
Best Value for Money,
Most Satisfactory Investment Outcome,
Best Availability of Sustainable Investment Strategies,
Best Communication in a Crisis,
Most Useful Digital Interface
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Received ten SME News Awards since inception
Awards received this year:
Best Discretionary Investment Management Solutions Provider 2025
Ethical Investing Excellence Award 2025
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CityWire Adviser Choice Award 2021 South West and Wales
Recognising the wealth management brands advisers most respect up and down the UK. The awards celebrate the wealth management offices giving great service to IFAs across the country.
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Two Awards in 2022 from Worldwide Finance Awards by Acquisition International
Most Innovative Investment Management Firm - Wales
Best In-House Capital Market Analysis Specialist (UK) - Tomiko Evans
