Provider Profile: Albemarle Street Partners

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Dear Adviser,

I am grateful for you taking the time to consider the role that Albemarle Street Partners Investment Management can play in enabling you to develop your business and deliver the consistent, cost-effective investment outcomes you work towards for your clients.

We hold a number of principles at Albemarle that we believe enable us to build special partnerships with our clients.

Your advice philosophy comes first

We believe the fundamental key to a successful investment proposition is that it is shaped around the advice philosophy of great financial planners.

Too many investment products are built in a fund management factory, divorced from the realities and priorities of clients themselves. The investment solutions we craft are built in response to the approach that each individual client of ours takes. If you choose to work with us we will be asking lots of questions about your goals and those of your clients, and most importantly it is your responses that will shape what we propose to you.

Performance and value for money both matter

We believe that performance matters and are proud of the consistent outperformance we have achieved, but value for money also matters. We will never ask you to pay active fees for passive performance. Importantly we will also use our highly-efficient business model to deliver a solution to your clients at a pricing point that is amongst the best in the country.

Experience matters

Our team has held board-level positions at some of Britain’s largest fund and wealth management companies. But at Albemarle you will find us doing what we love best - working with each individual client, turning our attention with focus and diligence to crafting an individual solution for you.

Our services

We offer a flexible range of services and work with you to determine which is most suitable for your business:

- Investment Consulting: We empower individual advisers to run their own advisory model portfolio services, investment committees and investment communications. Our service is tailored to the individual firm.

-Discretionary Model Portfolios: We offer risk-rated model portfolios with a track record of delivering strong client outcomes. We also offer the opportunity to build bespoke branded discretionary models framed around each adviser’s priorities. 

-Platform-based Discretionary Fund Management: We are agnostic to which investment platforms we use, deferring to our advisory clients, and offer bespoke services on the platforms advisers believe are right for their businesses. 

Our challenge to you is to invite us to meet with you and ask us how what we can do can improve client outcomes and increase the value of your business.

Yours sincerely, 

Matthew Butcher

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Albemarle Street Partners

Albermarle Street Partners is an established discretionary investment manager and investment consultancy that believes a successful investment proposition is one crafted around the advice philosophy of diligent financial advisers.

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