Who is Avellemy?

Avellemy provides investment solutions to UK-based private wealth, business, and charity clients. Working in partnership with financial advisers, we offer a range of investment products designed to grow and protect your wealth.

1. Trusted to deliver

   Avellemy was established in 2014 as a UK asset management firm. We provide investment solutions to UK-based private wealth, business, and charity clients.

   Working in partnership with financial advisers, we offer a range of investment products designed to grow and protect your wealth.

2. Experience and understanding

   We have grown steadily and now have £2.5bn* funds under management. Against a backdrop of market highs and lows, our unrelenting focus on quality has enabled us to embed a culture of service, a disciplined approach, and an awareness of risk throughout our business.
    
   *as at 31/07/2023

3. Working in partnership

   As specialist asset managers, we do not provide investment advice to individuals – we work closely with financial advisers to create and deliver investment solutions to help their clients achieve their financial goals.

   Through our thoughtful, professional, and consistent approach, we seek to build long-lasting, trusted relationships with clients and financial advisers alike.

4. Sound solutions

   We offer a range of high-quality risk target managed investment products and services across a wide range of investment platforms for financial advisers and their clients

   We also offer a bespoke discretionary wealth management service. Designed for clients with more complex requirements, this offers a more personal relationship with a dedicated investment manager, working alongside the client’s independent financial adviser.