IAM Advisory


IAM Advisory provides an independent and comprehensive service offering advice and support for our clients in all material aspects in the management of substantial investment portfolios, whether managed directly through funds and /or externally through discretionary managers.

The service is unique in its approach and suitable for anyone with a direct or fiduciary responsibility for investments, irrespective of the size or complexity of the investment portfolio.

Our international client base includes high net worth private individuals through family offices, trusts, professional intermediaries, charities, pension funds and government reserve funds.

The quality of our service is reflected in the loyalty of our client base and their recognition of the complexity of this specialist function and the need for it to be undertaken in a manner that adds value through risk and cost control with the opportunity for incremental investment returns.

For further information contact

Simon Bowden, Director
Phone: + 44(0) 1481 716575
Email: simon.bowden@iamadvisory.com
URL: https://www.iamadvisory.com

Licensed by the Guernsey Financial Services Commission and the Jersey Financial Services Commission and regulated by the Financial Conduct Authority.

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