• Who is Avellemy

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

Avellemy is a team of investment professionals.

We aim to supply the highest quality investment solutions; looking to provide an increase in clients’ wealth as well as understanding the paramount importance of keeping clients’ investments safe and secure.

Experience and understanding

Established in 2014 as a UK asset management firm, we provide investment solutions to UK-based private wealth, business and charity clients. We have grown rapidly and now have £2.5bn* funds under management.

Working collaboratively

We work solely through independent financial advisers who recommend our solutions independently to clients to meet their financial goals. As specialist asset managers, we are not authorised to provide investment advice to individuals. We rely upon the expertise of financial advisers who we collaborate with to assess an individual’s suitability for our investment solutions.

Choice and relevance

By offering a range of risk target-managed investment products and services, across a wide range of investment platforms, we are a sound solution for both financial advisers and their clients.

We also offer a bespoke discretionary wealth management service, working alongside independent financial advisers, for clients with more complex needs. This service provides clients with the reassurance that comes with having a relationship with a dedicated investment manager.

Long-term stability

With a long-term growth strategy, significant investment, and a robust governance framework we can provide peace of mind and confidence to clients that we’re here for the long term.

*As at 31/07/2022

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