Communicating with clients on a detailed and personal level is at the heart of what drives Avellemy and a key differentiator that managing director Steven Lloyd hopes to maintain as the company continues to grow.
Lloyd, who has taken on his new role at the asset manager with more than £2.5bn in assets under management, aims to develop the business further through a combination of building relationships with key distributors and financial advisers, and offering a "complete service" to clients through its range of products. "We want to get in front of more firms, but we do not want to be a provider to everyone in the marketplace," he explained. "We want to have key relationships with the type of firms, distributors and IFAs that share our investment philosophy [with which] we can keep increasin...
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