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Investment Advisory

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Privately owned by partners and families who invest side by side with our clients, Alvarium helps you to protect and grow wealth in real terms with a multi-generational perspective.

Alvarium’s core business is in providing investment services to large wealth owners, foundations and institutions. We enable clients to protect and grow their assets over the long term.

With investment expertise in 14 offices across the globe, our focus is on in depth research with the aim of being a leading manager selection specialist and advisor, delivering excellence, accountability, and transparency across both traditional and alternative asset classes.

We adopt an independent approach to implement bespoke, endowment style investment programmes with a strong focus on strategic asset allocation and portfolio construction, as well as single asset class solutions. We have a deep expertise in private markets and offer access to proprietary co-investments in real estate and innovative growth companies.

Alvarium is a UN PRI signatory and a leader in ESG and SRI investing, both as a thought-leader and stewardship.

We have the ability to manage multiple custodians, tax structures, reporting requirements across jurisdictions and cater for the full range of investment needs.



‘We have created a highly researched focused firm focused on finding the best manager and investment talent globally in both traditional and private markets; these opportunities are made available to our clients in a completely tailored way’

Nancy Curtin, Partner, CIO, Head of Investment Advisory