• Our story

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

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

As the advisory market in the UK has rapidly evolved, so have we. We now have £2.5bn* of assets under management.

In 2019 we launched the IFSL** Avellemy Open Ended Investment Company (OEIC) range, a series of multi-asset and multi-manager funds covering different risk strategies. These are now available on 14 UK platforms with over £1 billion of assets under management.

With growing demand for more tailored portfolios, we launched our bespoke investment service, Avellemy Private Wealth in February 2020. This service is aimed at individuals with more complex needs.

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 *As at 31/07/2022

**Investment Fund Services Limited (IFSL) is our ACD (Authorised Corporate Director) and provides us with independent fund administration services

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