What We Do

FUND DISTRIBUTION

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.

INVESTMENT MANAGEMENT

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.

FIXED INCOME SOLUTIONS

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.

REAL ESTATE FUNDS

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.

INTERNATIONAL LIFE COMPANY

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.

HOW TO JOIN AVI

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.

IMPORTANT INFORMATION

The following terms and conditions contain important legal and regulatory information applicable to any investment assistance we provide and should be read carefully, and any access to and the use of this website is subject to the following terms and conditions. These terms and conditions are subject to change from time to time without notice.

RESTRICTION ON USE OF THIS WEBSITE

The content of this website is intended for institutions and professional advisers only unless specifically indicated otherwise. This website is not intended for use as a source of general information only. Information contained herein must not be accessed, acted on or relied upon by, and such information must not be passed on or made available to any other persons for any purpose.

The information contained in this website is not intended for distribution to, or use by, any person or entity resident or domiciled in, or a citizen of any jurisdiction or country where such distribution or use would be contrary to law or regulation or would subject AVI Limited or any of its affiliates, officers or employees to any registration requirement. Users agree to assume responsibility for determining whether any legal or regulatory considerations limit their access to or use of information on this website and for compliance with local laws and regulations.

If you are uncertain as to your eligibility to access this website then you should contact your own bank manager, legal counsel, accountant or other financial adviser before continuing to access this website. If you know that you are not eligible to access this information then you should not continue.

The information has been issued and approved by AVI Limited and does not in any way constitute investment, legal, tax or other advice and is purely for information purposes only and is subject to change without notice. No information has been included in this website having regard to specific investment objectives, financial situation or particular needs of any person. Past performance does not guarantee future results and the value of any investment may fall as well as rise.

Before making any investment you should read, understand and retain the relevant investment product or service documentation. If you have questions about the contents of this website and any relevant investment documentation or about the suitability of an investment for you, you should consult your bank manager, legal counsel, accountant or other financial adviser.

ACCEPTING THIS DISCLAIMER

By selecting ‘I agree’ and proceeding to access the information contained in this website you are stating that you are eligible to access this website and further, by continuing to use and access the website you agree to be bound by all the terms and conditions set out above, and you acknowledge that all the above information has been brought to your attention.

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WHAT WE DO