Innovation in Investment
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.
All of our investment professionals have significant practical experience of both investment advice and direct management.
IAM Advisory was established in 1987 by Michael Strachan, who used his experience helping to set up the Abu Dhabi Investment Authority and the State General Reserve Fund in the Sultanate of Oman. He pioneered the active management of large sovereign wealth fund portfolios, using a combination of direct investments in major asset classes and segregated portfolios managed by leading external managers on specialist mandates, an approach that was then unique. These central disciplines have been developed over the years and apply to anyone with direct ownership of, or fiduciary responsibility for, pools of investment assets. The principles remain the same, but the nature of the approach is bespoke to the size and character of each client.
Our team’s expertise is reflected in a considerable breadth of knowledge across asset classes, funds and discretionary managers and how these are combined and managed within a total client investment portfolio. The team's expertise extends from the theory of investment process and research to the practical problems of managing investments whether through direct assets, funds and/or ‘managing managers’.
Our goal is to ensure your assets work for you within an active management framework, in which all material risks are identified at the outset and then closely monitored and controlled to provide peace of mind.
We provide an established, proven, leading-edge service, which goes well beyond the conventional and limited provision of asset allocation, manager selection and performance measurement - increasingly the norm for such services.
Our in-house technology platform assists in the process of structuring your investment portfolio and, unusually, the same software monitors risk and return on your portfolios, identifying problems at an early stage.
Our informative regular communications and monthly reports are simple, intuitive, accessible, whilst being bespoke to each client. The information provided is designed to fully support trustees' regulatory requirements.
Our highly qualified staff are known for their approachable, knowledgeable manner, and are ready to work on any investment related issues. When problems do occur, either within the portfolios or as part of the overall financial goals of the client, their investment experience means they are able to grasp the issues and support early and often innovative solutions. All clients have a client Director overseeing their account, giving you access to our most senior staff, and as part of a team committed to your account reflecting one of the lowest clients to staff ratios in the industry. We encourage active interface between ourselves and our clients as part of our skill transfer process with regular reviews on all aspects of the markets and the accounts.
As a completely independent advisory company, IAM is aligned with your interests. We have absolutely no conflicts, as typically occur when an advisor undertakes other services. In putting our clients' interests first, we will only choose fund managers, funds and investments based on their ability to meet specific client requirements.
Our objective is to be value added and to maximise investment returns, net of all costs, at a carefully controlled level of risk that is directly appropriate to the client.
The result is a history of good risk-adjusted real returns, net of all costs, backed up with high quality research, comprehensive monthly reports and regular client interface as part of a proactive approach that we believe clearly sets us apart from other providers of investment advisory services.
The quality of our service is reflected in the loyalty of our client base, 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 and a record of incremental investment returns.
The quality of our service is also reflected in industry recognition.