Albemarle Street Partners are a team of experienced investment professionals who work closely with a limited number of financial advisers to build centralised investment propositions which deliver consistent client outcomes and enable you to plan for the future of your business. Our team came together after running larger wealth management companies to return to doing what we love, which is focusing on delivering exceptional investment outcomes for our clients.
We are owned by Atlantic House Investments Limited, a fund management boutique, focused on delivering more predictable investment returns in a world of complex uncertainty. We currently have circa £4bn assets under management.
Clever provides a range of investment solutions including the Clever Marlborough Managed Portfolio Service and a software system called Clever Adviser which helps financial planners manage their own in-house portfolios more efficiently.
These solutions utilise our proprietary fund screening technology, the CleverEngine, which aims to eliminate the detrimental influence of human emotions on investment decisions, helping to achieve more reliable outcomes for investors.
The CleverEngine has been powering portfolios for over 15 years. It assesses, scores, and ranks over 4000 UK domiciled funds monthly, identifying successful funds to be included in portfolios and flagging underperforming funds that should be removed.
We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.
Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.
And our unique fee structure ensures we remain driven to deliver long-term returns.
Quilter Investment Platform Limited and Quilter Life & Pensions Limited are part of Quilter plc, a leading UK-focused wealth manager. Quilter provides advice-led investment solutions and investment platform services to over 499,712 customers (as at 31 December 2024) through its investment platform service. Quilter enables financial advisers to deliver the very best service to clients and their families, to help them achieve their financial goals. We offer a comprehensive range of products and investments through our award-winning online investment platform, which is known for its intuitive user experience that makes online processes quick and easy.