private clients

Private Clients

At Avivas Asset, we focus on building long-term partnerships with a select group of high-quality financial advisory firms, offering the tailored support their growth requires.

asset management

Asset Management

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dynamic asset allocation

We aim to collaborate by offering our exceptional services.

At Avivas Asset Management, we offer tailored discretionary investment management for private clients, trusts, charities, and businesses, ensuring long-term growth through a dynamic, market-adaptive strategy.

Personalised Investment Management

Dynamic Market Strategy

Long-Term Growth Focus

Tailored Financial Solutions

    Our Investment Process
    Managing Risk
    Focused Fund
    Building Tailored Portfolios
    Asset Security
    Our Personal Service

Avivas Asset Management – Investment Approach

Dynamic Asset Allocation

Personalised Investment Management

Tailored discretionary services for clients, trusts, and businesses to achieve financial goals.

Dynamic Strategy

Adapts to market changes, ensuring long-term growth and risk management through asset allocation.

Diverse Asset Allocation

Invests across asset classes, regions, and sectors to optimise returns and enhance resilience.

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Data-Driven Decisions

Uses market analysis and expert insights to identify high-potential investments while managing risk.

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Managing Risk with Diversification

We diversify portfolios across asset classes, regions, currencies, and themes to minimize reliance on any single investment and enhance stability.

A Strategic Approach to Risk Assessment

Risk is assessed using advanced tools and expertise, ensuring balanced investments that remain resilient during market fluctuations and economic uncertainties.

Focused Fund Selection

At Avivas Asset, we take a fund-of-funds approach, selecting high-quality fund managers who are experts in their fields. We don’t rely on a single investment house but instead search globally for the best talent. Our fund selection process is thorough, considering both established names and promising emerging managers. We prioritise managers who have a personal stake in their funds, demonstrating commitment to delivering strong results.

While we generally favour active management, we are pragmatic and will include passive investment options, such as ETFs, when they provide the best solution. Our approach ensures flexibility while maintaining high standards for performance and reliability. Throughout the selection process, we monitor over 30,000 funds and choose those with proven consistency and risk management.

Building Tailored Portfolios

At Avivas Asset Management, we offer custom investment strategies like Conservative, Balanced, Income, Growth, and Equity, tailored to different risk levels. Our strategies adapt to market changes, keeping your investments aligned with long-term goals.

  • Customised Strategies
  • Flexible Portfolio Management
  • Expert Portfolio Optimisation
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    We refine your chosen strategy based on your financial situation and existing assets, adjusting for property exposure if needed. While we don’t provide direct investment advice, we optimise portfolios to ensure stability, growth, and the best possible outcomes.

    Asset Security

    We manage investments with care, but we do not directly hold client assets. Instead, your assets are safeguarded by leading global custodians, ensuring added security and peace of mind. You may also choose to use your preferred custodian if you have existing arrangements.

    At Avivas Asset Management, our focus is on growing and protecting your wealth through careful planning, expert management, and a commitment to delivering lasting value.

    Our Personal Service for Private Clients

    At Avivas Asset Management, we focus on building strong client relationships by understanding individual financial needs and providing tailored investment strategies for long-term success.

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    Direct Fund Manager Access

    Personalised service with a clear understanding of your financial goals.

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    Transparent Investment Updates

    Regular insights on portfolio performance, changes, and risk management.

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    Flexible Communication

    Choose between digital or paper-based updates at your preferred frequency.

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    Long-Term Client Support

    Stable relationships with fund managers for continued strategic guidance.

    We prioritise clear communication, keeping clients informed about portfolio performance, investment changes, and risk levels through timely updates in digital or paper format for transparency.

    Your Investment Needs

    At Avivas Asset Management, we understand that every private client has unique financial goals, tax considerations, and investment preferences. That's why we offer a range of tailored solutions designed to manage your wealth efficiently while aligning with your long-term objectives.

  • Tailored Wealth Management
  • Long-Term Investment Strategy
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    Segregated Portfolios

    For clients who wish to transfer existing segregated portfolios to Avivas Asset, we offer a smooth transition process. Once transferred, we gradually move assets into our managed fund programmes, carefully considering your tax position (where instructed), risk appetite, and any personal preferences. Throughout the transition, we actively manage your portfolio to meet your investment goals while monitoring risk and respecting capital gains tax limits.
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    SIPP Portfolios

    Self-Invested Personal Pensions (SIPPs) play an important role in retirement planning. SIPPs provide a tax-efficient way to build wealth for the future and generate income during retirement. Our investment strategies focus on delivering real returns to help you grow your pension over time. We also work with several leading SIPP providers to support your retirement planning needs.
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    ISAs

    Individual Savings Accounts (ISAs) remain a popular choice for private clients seeking tax-efficient investment growth. We offer an easy transfer process and actively manage ISA portfolios to align with your broader financial goals and risk profile. While Avivas Asset handles the investment management, a trusted third-party provider oversees the ISA administration to ensure compliance and security.
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    OEICs and Unit Trusts

    For families or groups of investors seeking tax-efficient solutions, we can manage assets within bespoke Open-Ended Investment Companies (OEICs) and unit trusts. These investment vehicles offer flexibility and active management without triggering capital gains tax (CGT) until the shares or units are sold. Our experienced team has deep expertise in managing such structures while ensuring compliance with relevant regulations.
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    Offshore Bonds

    Offshore bonds provide a tax-efficient way for both UK-based and international clients to hold investments such as OEICs and unit trusts. These bonds, offered through reputable life companies, can complement our private client investment strategies by offering global investment flexibility within a secure structure. While we manage the investments within these bonds, clients are responsible for setting up the most suitable structure for their individual circumstances.

    Online Access to Your Investments

    Secure Access

    24/7 Secure Online Access

    Our private clients enjoy secure, 24/7 online access to investment details through our dedicated client portal, ensuring easy portfolio monitoring.

    • Secure client portal
    • Access anytime, anywhere
    Investment Overview

    Comprehensive Investment Overview

    View account summaries, updated valuations, individual holdings, and cash balances, along with a two-year transaction history for complete transparency.

    • Up-to-date valuations
    • Detailed transaction history

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    +442045770397

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