Investment Strategy
We establish an investment framework for each mandate. It considers the purpose of the capital and the intended investment horizon.
When Capital Outgrows Its Existing Arrangements
Albry Finance is a London multi-family office for business owners and established investors. We provide independent oversight for substantial capital and work with a limited number of clients.
“Capital deserves patient thinking and rigorous challenge from people who know the detail.”
About the approach
Where Investment Decisions Are Made
Our role is to test the decisions behind a portfolio and appoint suitable specialists. Senior attention remains on the investment case and the decisions that follow.
Private capital may include public-market holdings or private companies. It may also be linked to a business, property interests, charitable commitments or the proceeds of a sale.
These circumstances call for an informed investment office. We establish priorities and monitor the overall position.
At Albry Finance, we begin with the purpose of the capital. We then establish an approach that accounts for liquidity requirements and the time available for investments to mature.
Independent Thinking. Personal Attention.
Our independence allows us to assess investment managers on their merits. We have no house fund or product agenda.
Albry Finance applies institutional standards to manager research and portfolio construction. The relationship remains personal. The people responsible for the advice stay close to the mandate and are available when a decision requires attention.
What we do
Consulting Built Around Your Mandate
Portfolio Oversight
We monitor allocation, liquidity, exposures and manager performance. Reporting centres on information that supports informed oversight.
External Manager Selection
We research investment managers with attention to their process and commercial terms. We review appointments as conditions change.
Private Opportunities
We assess private market investments and direct opportunities, considering the proposition, valuation, governance and commitment terms.
Who this is for
For People with Something to Protect
Albry Finance advises people with substantial capital who want an office equipped to look after it properly.
Clients may approach us after a business sale. Others want greater oversight of an established portfolio. Some need experienced input on an investment or a managerial appointment.
Each mandate begins with its own circumstances. Sound judgement remains central.
Begin With a Conversation
The first discussion is private and practical. We will consider the capital and the immediate questions requiring attention.