It’s all about service

SmarterSuccess

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.

The four components of smartersuccess
Build and document
  1. Define the philosophy
  2. Define the process
  3. Make key decisions
  4. Back/forward testing
  5. Select funds (including ESG)
  6. Map to risk profiler used
  7. Record the process
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Ongoing governance
  1. Robust governance framework
  2. Insightful process inputs
  3. Challenging agenda
    -Philosophy
    -Portfolio structure
    -Asset class menu
    -Fund review
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Outsourced expert
  1. Available to help:
    a. Phone/Zoom/e-mail
    b. Basecamp
  2. Adviser team training
  3. Practical, analytical insight
  4. Prospective client portfolio analysis
  5. Responsive support
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Client communication
  1. Branded investment story
  2. Portfolio education
  3. Regular educational notes:
    a. Jargon free
    b. Accessible
    c. Short
    d. Insightful

 

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Latest blog posts

Twitter feed

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James Baker
James Baker
Published: 18th May 2022
Investing principle 2: Accept that risk and return go hand in hand

One of the inescapable truths of investing is that to achieve higher returns, you have to take on more risk

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...
James Baker
Ben Edwards, CFA
Published: 5th May 2022
Investing principle 1: Have faith in capitalism and confidence in the markets

Accepting that capitalism is a powerful wealth creation mechanism, and capital markets are an effective means to access its rewards.

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Client testimonials

We love having Albion on our side. Offering a service called smartersuccess™ sets a certain bar of expectation… but we are constantly pleased by their input. I recommend them without hesitation.

Josh Butten boosst financial

We have been engaged with Albion since 2014, who now form an integral part of our Investment Committee. We have been thrilled with the service.

Lee Dunn Paradigm Norton

Tim and his team have been a real support to our governance and selection processes and we have worked with Albion for over a decade. We have always enjoyed a very productive and professional relationship that we see continuing for many years to come.

Shane Mullins Fiscal Engineers

I genuinely believe that our firm’s investment proposition is world class and competes with the very best offerings available to private clients. That would simply not be possible without the ideas, structure, research and ongoing governance support provided by Tim and the talented group of individuals at Albion.

Alan Smith Capital Asset Management

Albion’s contribution to our proposition has been immensely valuable – far and away the best partner relationship that we have, and a truly exceptional service. We feel proud to be part of the Albion community.

Douglas McIntyre Loch Fyne Financial

Put simply Albion are the best consultants we have ever engaged in any field and are an essential component in building and more importantly maintaining a robust Centralised Investment Proposition.

Simon Brown BpH Wealth

They are exceptional. It is as simple as that.

Michael Smith Chamberlyns

Get in touch

Don't hesitate to get in touch - we would be delighted to receive your call or email.

Orange Circle
Orange Circle
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