Helping you focus on growing your business

"How has your relationship with Albion helped you to grow your business?"

As a small company, using Albion helps us punch massively above our weight in terms of the investment expertise that we have access to. We couldn’t dream of producing that kind of quality in-house.
Although virtually no clients need to see the background research, it gives us the absolute confidence to look our clients in the eye and say ‘yes, this is what you should do’.
We use the Albion one page portfolio summaries in each and every planning meeting. The ‘fire drills’ that we’ve carried out for years have helped my clients stay the course through multiple market downturns.
The regular ‘client ready’ articles provide us with an (often extremely topical) flow of information for our existing clients, reinforcing the message of evidence based investing.

Challenges Albion has helped you overcome

At my old company I was responsible for putting together our investment process and it soaked up a huge amount of time. The quality of our research was good but not a patch on the work that Albion carry out for us.

Investment fund due diligence was always a task I approached with dread. The Albion due diligence service takes that pain away and we have complete confidence that no stone has been left unturned.

It’s one thing to research equity and bond funds but it was a real challenge to put together meaningful research regarding other asset classes, e.g. gold, hedge funds, commodities. We now have this research and can clearly articulate why we recommend certain asset types and avoid others.

Years of relationship with Albion

As a small company, using Albion helps us punch massively above our weight in terms of the investment expertise that we have access to. We couldn’t dream of producing that kind of quality in-house.

Tim Walsham

Claritas Wealth Management

Outsourced expertise

We see Albion as an integral part of our business and couldn’t imagine being without them. They are our outsourced investment department (and are also really nice people!).

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Case study - working with Albion: Claritas Wealth Management

Helping you focus on growing your business

"How has your relationship with Albion helped you to grow your business?"

Challenges Albion has helped you overcome

Outsourced expertise

Get in touch