The Alvarium Experience
Alvarium Wealth is part of a global, privately owned and independent investment management boutique that supervises US$15.0bn of financial assets.
As part of the global boutique we are able to provide specialist and unbiased investment service to individuals, families, foundations and charitable trusts. These services can be accessed through a range of funds, managed accounts and bespoke tailored investment solutions.
We work closely with our colleagues in North America, Europe and Asia to ensure that we have access to the best information and investment talent available.
We believe in active investment management with an emphasis on avoiding the periodic large losses in investment markets that erode wealth.
“Alvarium is Latin for beehive. Honey bees have developed a highly effective approach to cooperation and a complex consultation process, allowing them to make better decisions.”
Alvarium is an independent, global boutique offering tailored investment solutions for families, foundations, institutions and sovereigns.
The business is built around Investment Advisory, Co-Investment and Merchant Banking teams that combine to create complementary investment solutions.
Alvarium provide its clients with access to an international network, facilitating co-investment, collaboration and connection.