ALDERIC CAPITAL

We are London based investment advisory professionals, specialising in creating bespoke, flexible and suitable investment solutions on behalf of professional investors, family trusts, corporates, pension schemes and financial advisers. With a combined industry experience of over 75 years in our front office and significantly more than that at our outsourced back office, we are always available to provide a knowledgeable, professional service to our clients.

We aim to make sure every one of our clients feels valued as an individual and that they would have no hesitation in recommending our services to their friends and family.  Indeed word of mouth is our most significant driver of new business. As an owner-managed boutique we do not set annual new client targets and firmly believe our most important client is the one we already have a relationship with.
 

Our goal is to meet your personal investment needs and achieve the best possible returns for your chosen level of risk.

​

Based on a global asset allocation framework, our rigorous, robust and highly analytical investment process includes in-depth research, continuous monitoring and the interaction of a number of investment committees. Like a combination lock, each layer of our investment process must be aligned before your Wealth Manager can start to create a risk-adjusted portfolio, flexibly tailored to your individual needs.

 

We also offer you access to a wide range of portfolio building and management resources, supported by our rigorous and robust investment process, including insights into local and international markets. You can choose whether we manage your investments on a discretionary or advised basis*. Whatever you decide, you can be sure your portfolio is uniquely designed to meet your individual objectives and attitude to risk.

 

* This service is deemed to be ‘restricted’ as we do not provide advice in respect of your pension, mortgage, loans or life insurance products.