Albion is an investment-focused team working exclusively with leading financial planning firms in the UK, and overseas, who want to maintain control of the inhouse investment proposition they offer to their clients, rather than pass off this responsibility to a discretionary fund manager (DFM).
In essence, we do the heavy lifting on the investment process, which frees up our clients to get on with the great financial planning work they do with their clients.
We help them to understand and feel comfortable with the portfolios we build together, based on their preferences. We ensure that a robust ongoing governance process is put in place to monitor and maintain this programme over time. Helping our clients to communicate their approach to their clients with plain-speaking collateral and regular educative notes is an integral part of our service.
The result is a deep understanding and conviction in the investment portfolios our client firms recommend to their clients, a high likelihood that their clients will have a successful investment experience, and an efficient in-house solution that they can easily monitor and control.
More about what we do
We are unashamedly focused on implementing an investment process that puts the latest investment theory and evidence at its core. Doing a few things exceptionally well - with discipline and focus - works, as the Albion Community track record testifies.
Albion – working with a small group of forward-thinking UK financial planning firms – pioneered the use of disciplined, market risk factor-based, low-cost model portfolios way back in the mid- 2000s, long before they became more mainstream. We call this Systematic Investing.
It’s all about service
At Albion we like to keep things as simple as possible. We offer a single comprehensive start-to-finish investment proposition service - smartersuccess™ - rather than a matrix of options.
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