8th June 2011

Avalon is the UK’s original open architecture WRAP

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Pioneered in 1999, Avalon is the UK’s original open architecture WRAP. As a boutique, it specialises in be-spoke personal service, customised software and relatively low charges. Avalon is increasingly serving the growing discretionary management market in addition to generalist IFAs.

  • Low charges, especially for fund switching…Avalon scores highly among independent research panels like The Platforum/Capita (analytics) and Defaqto.
  • Be-spoke software ….for white labelling, investment flexibility (your own DFM ?) and back office innovation.
  • It’s The client experience stupid ! Avalon aims to do the opposite of Dinosaur Life and so the computer does not say no and we do offer a “hands on”   working relationship

Investment culture…Avalon has a fund research background and our investment savvy IFA clients are differentiated by three investment strategies

  • In-house fund selection and model portfolios  - the traditional approach
  • Outsourced investment to Discretionaries & fund of funds/multi-manager … the dominant trend right now.
  • Your own in-house DFM ?...this is a rapidly growing theme  for Avalon’s wealth manager clients.

For Avalon more information just click here

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