Investment Advisory

Alvarium provides unbiased investment advice and family-office services to individuals, families, foundations and charities. Investment professionals in North America, Europe and Asia Pacific collaborate to create tailored asset allocations, targeting client-specific, risk-adjusted returns.

Our international infrastructure provides local insights which, through one investment committee, shape overall macroeconomic opinion. We take a global view on research across a wide set of asset classes but we implement regionally based on client objectives.

We act as trusted advisor, managing professional relationships so you have one counterparty rather than many.

‘We wanted to create a research-based, edgy, clever, investment boutique providing unbiased independent advice to our clients, many of whom are entering an industry that they don’t know.’

Neil Beaton, Partner, Investment Advisory

Forbes reports: How To Identify A True Multi-Family Office

According to Alvarium's Jose Remy, anyone calling themselves a family office should be offering independent advice. Thus, genuine multi-family offices offer numerous experts dedicated exclusively to the benefit of their clients.


Bloomberg reports: Where to Invest $1 Million Right Now

Five experts including Alvarium's Clara Bullrich, offer investment ideas to ponder from your living room.