• Investment solutions

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

As a specialist asset management firm we only provide investment solutions to clients via financial advisers who provide financial planning and advice.  We are not authorised to provide investment advice directly to individuals.

A financial adviser will assess an individual’s suitability for using our investment services and then work closely with us to ensure the client receives the most appropriate solution. They will provide a client with a recommendation and suitability report and will explain this before the client chooses to proceed with any proposed investment. It is important that clients take a medium to long-term view when investing and are realistic about performance outcomes.

Having investments managed by Avellemy has the following client benefits:

  1. Peace of mind - we look after portfolio construction and ongoing management, rigorously following the mandate and risk appetite details provided by the financial adviser.
  2. Risk management is at our core – our solutions are risk managed, giving confidence that they will remain within the stated risk band for clients on an ongoing basis.

Our investment solutions

Avellemy offers three types of investment service.

Multi-asset and multi-manager funds

Our multi-asset and multi-manager funds are designed for clients who, after discussion with their financial adviser, decide they would like a straightforward investment solution that accesses the portfolios of some of the best investment managers available, and combines them into a single, tax-efficient fund.

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A Model Portfolio Service (MPS)

Our range of risk-managed MPS solutions are designed for clients who, after discussion with their financial adviser, decide they would prefer a discretionary service that manages a portfolio of separate funds, rather than see them aggregated into a single fund.

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Avellemy Private Wealth

Avellemy Private Wealth (APW) is aimed at clients with specialist or more complex requirements. APW is a discretionary asset management service that involves closer and more personal relationship with the investment manager directly, in addition to their financial adviser, therefore allowing more frequent discussion and understanding of their portfolio.

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