Avellemy was launched in 2014, originally to provide risk targeted, platform-based discretionary Model Portfolio Services (MPS). Over the years the business has continued to grow, underpinned by the trusted relationships we have built and nurtured with independent financial advisers and clients. 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.

In response to growing demand for more tailored portfolios, we launched our bespoke investment service, Avellemy Private Wealth (APW), in February 2020. This service is aimed at individuals with more complex investments needs.

Active MPS

SEP 14
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FEB 15

Passive and Income
MPS launched

OEIC launched

APR 19
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FEB 20

Avellemy Private Wealth,
our tailored service

We manage over £2.5bn*
of investments on behalf
of clients

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*As at 31/07/2023

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

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