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
launched
Passive and Income
MPS launched
Avellemy
OEIC launched
Avellemy Private Wealth,
our tailored service
launched
We manage over £2.5bn*
of investments on behalf
of clients
*As at 31/07/2023
**Investment Fund Services Limited (IFSL) is our ACD (Authorised Corporate Director) and provides us with independent fund administration services
We Continue to
Grown and Evolve
while remaining true to our
driving principles of quality, service and value