About us

Collaboratively working with financial advisers
to help clients meet their financial goals

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Who is Avellemy?

Avellemy is a team of investment professionals.

We aim to offer the highest quality investment solutions; seeking to grow our clients’ wealth whilst understanding the paramount importance of preserving capital.

Our promise and investment philosophy

Clients and financial advisers alike can be confident in our investment principles. Our philosophy is clear and simple; we believe the purpose of asset management is to fulfil clients' financial aspirations by aiming to maximise returns whilst remaining true to their risk profile

Our story

Having started out in 2014, originally to provide risk targeted, platform-based discretionary Model Portfolio Services, thanks to the trusted relationships we have built with independent financial advisers and clients, today the business continues to grow.

Careers

As a fast growing and ambitious asset management company, it's a very exciting time to become part of our team.

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This website is intended for UK residents only.

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

Avellemy is not authorised to provide investment advice to individuals. It is important that clients take a medium to long term view when investing and are realistic about performance outcomes. If a client wishes to obtain financial advice as to whether an investment is suitable for their needs, they should consult an authorised Financial Adviser. Clients should ensure they have understood the contents of their Adviser’s suitability report before proceeding with any proposed investment.

Any opinions expressed in this website are subject to change without notice and Avellemy Limited is not under any obligation to update or keep current the information contained herein.

This website is issued by Avellemy Limited. Registered office: Ground Floor, Reading Bridge House, George Street, Reading, England, RG1 8LS. Avellemy Limited is registered in England and Wales (number 8197347), VAT No. 223 1231 67, and is authorised and regulated by the Financial Conduct Authority (FRN: 650245).

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