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Momentum Global Investment Management 2017

MGIM is a small firm operating in a highly regulated industry and corporate governance is extremely important to the organisation.

In 2013 MGIM decided to outsource elements of its governance process to a trusted Company Secretarial resource, largely in respect of providing professional Minute Taking at Board and Audit Committee meetings.

As a small company there was little capacity to employ resource with these very specific Minute Taking skills, and so outsourcing to Bridgehouse provided a solution for this.

Consistency is extremely important to the client, along with high standards of service and a flexible approach to working.

 

Momentum Global Investment Management (MGIM)

  • A FCA regulated private company, established in the UK in 1998
  • A UK subsidiary of the leading South African insurance and investment group MMI Holdings Ltd
  • Investment-driven business focusing on tailored products and solutions for a diverse client base

The Business Situation

MGIM is a small firm operating in a highly regulated industry and corporate governance is extremely important to the organisation. In 2013 MGIM decided to outsource elements of its governance process to a trusted Company Secretarial resource, largely in respect of providing professional Minute Taking at Board and Audit Committee meetings. As a small company there was little capacity to employ resource with these very specific Minute Taking skills, and so outsourcing to Bridgehouse provided a solution for this. Consistency is extremely important to the client, along with high standards of service and a flexible approach to working.

 

The Core Services provided by Bridgehouse

  • Minute Taking for Board and Audit Committee Meetings (onsite, offsite, skype)
  • Ad hoc governance advice and company secretarial support
  • Director duty training for Non-Executive Directors

 

The Key Benefits

  • Efficiency – Minutes are turned around quickly.
  • Consistency – Jo, Ibi & Vanessa have built a great relationship with the Board.
  • Professionalism – Presence at meetings does not disrupt the Board’s conversation flow in anyway – “it is almost as if they are invisible in the room!”.
  • A truly personal and bespoke relationship.
  • Queries outside of meetings are always answered quickly and effectively.

 

 

“Comments from our Board and Committee, over a number of years, has been that the Minutes are of good quality, and the team’s skill and expertise to quickly get to grips with our industry language and terminology has quashedany initial hesitations we had about outsourcing the role to an external party. Questions of principle are always answered meaningfully, based upon a true understanding of our business and experience from other clients. We are always able to get hold of our Bridgehouse resource very quickly.”

Robert Rhodes, Chief Operating Officer MGIM, October 2017