IAM Advisory provides an independent and comprehensive service offering advice and support for our clients in all material aspects in the management of investment portfolios.

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

Our international client base covers an extensive range of client types from high net worth private individuals through family offices, trusts, endowments, professional intermediaries, captive insurers and pension funds to government reserve funds and central banks.

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.

The service is delivered at a level that is accessible to any client with, if required, skill transfer and training being part of the process.

Our services


Independent advice on all material aspects of effective stewardship of investment assets


Supporting firms of professional fiduciaries to efficiently manage their investment and governance responsibilities


Expert witness and bespoke investment analysis to support litigants or those in arbitration