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 their client with a recommendation and suitability report and will explain this before their 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.

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 is 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 (APW)

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

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