Investment Work, Tailored to the Mandate

Albry Finance invests through direct securities, funds or specialist external managers, according to the mandate. Selection depends on the role each holding plays within the portfolio.

We keep exposures under review. When a manager’s approach changes or the case for a holding weakens, we reassess the position.

We review opportunities in private equity and real assets. We consider the investment case, the valuation and the terms of the proposed commitment.

These investments may take years to realise. They may also require further capital after the original investment. We assess those factors before making a recommendation.

We search for managers with relevant expertise and a process we can understand. We also review fees and the structure of the appointment.

After appointment, we monitor the manager’s work against the mandate. Albry Finance remains responsible for asking the questions that matter.

Albry Finance examines the portfolio’s allocation and the role of each manager. We also look at costs and the availability of capital.

The outcome may be a confirmation of the current approach. It may identify a change that needs to be made.

We provide regular reports on portfolio value and performance, and explain material changes and record the decisions made during the period.

The reports support discussion between clients and the investment team and provide a record of how the mandate has been applied.

Albry Finance works with legal advisers and tax specialists where their advice affects a proposed investment. We can also coordinate the flow of information around a transaction or an existing portfolio.

The remit is agreed with each client. We involve external specialists when their work is needed.