Key to our fund distribution strategy is a dedication to provide unique investment opportunities that add true value to a clients portfolio. We tap into the expertise of our appointed Investment Manager to identify and select niche collective investment vehicles. Ongoing monitoring and due diligence ensures that our active fund suite remains appropriate under varying market conditions. This allows us to provide clients with quality investment funds and peace of mind.


Regulatory reform and a progressively complex investment environment has led to a considerable increase in the demand for Discretionary Fund Management services in recent times. Our partnership with boutique investment managers allow us to offer our clients exclusive access to the resources and services available from a dedicated team of investment professionals. Each strategy is personalised to suit individual client requirements, creating a bespoke customer experience and a truly unique proposition.


Our solutions range from institutional investment grade bonds to retail collective investment schemes, including traditional fixed income, high yield and equity income funds, all available in GBP, USD, EUR and JPY. Due to our direct association with an asset management firm, we are able to offer exclusive access to various high quality fixed income opportunities usually reserved for institutional investors. Our clients retain peace of mind knowing that these solutions have been hand picked by investment experts following an extensive due diligence and monitoring period.


Utilising our expertise and knowledge of the real estate sector we deliver to our clients a number of attractive investment opportunities available in GBP, USD and EUR. Our range of funds allow investors access to the UK property market without the historic pitfalls. We work closely with these funds to ensure liquidity, transparency and performance.


Our partnership with the independently owned International Life Company Custodian Life allows our clients access to a fully open architecture Life Bond. The Bond comes with top tier Bank Julius Baer Zurich acting as Custodian and offers additional services not normally associated with the International Life Bond market.


In this modern world AVI understands the need for efficient and streamlined administration. We ensure the placement of business is as simple as possible and provide a tailored service that you can rely on. We offer excellent rebate terms across our fund suite and all funds can be purchased via life companies, investment banks, platforms and by direct application through AVI.