Steven Lloyd

Managing Director

Having been in Financial Services since 2004, Steve founded Avellemy Limited as an Asset Management firm in 2015, initially as Investment Director, and has been Manging Director since January 2022.

In that time the firm has grown from initially launching with their DFM Model Portfolio Service, then adding the Fund of Fund Range in 2019, followed by the Bespoke DFM service Avellemy Private Wealth in 2020, and the more latterly the Avellemy Multi-Manager range in 2021.

During that time the assets managed within the firm has increased from Zero to £2.6bn.