Asset Management
A plan you can understand.
FAQs
Plain answers to common questions.
Yes. Your assets are held with regulated institutions and established custodians, under oversight.
We use reputable platforms and custodians. We’ll confirm the exact custodian and protections for your chosen solution.
Yes. Ivy invests alongside its clients.
We explain total fees in plain language before you commit. That includes platform, product, advice and any administration charges so there are no surprises.
No. We focus on liquid assets where you can access funds, while still planning for long-term outcomes.
We’ll explain timelines, cut-offs, and platform processes upfront so there are no surprises.
We’re focused and nimble. That means clearer accountability and less bureaucracy.
A multi-disciplined approach across value and growth, with measured exposure to niche opportunities where justified.
We measure outcomes and review the facts. Repeated breaches of criteria trigger action - reduce, rebalance, or remove.
Begin with a conversation. We’ll clarify goals, risk, and platform options, then outline next steps.
What else is on your mind?
We'll keep our answers plain and simple.
What you get with Ivy
A clear plan, explained in plain terms. A single point of contact who knows your goals and answers your questions.
A clear investment plan
A portfolio built around you, not a product sales brochure.
A diversified portfolio
A coherent risk spread, aligned to your plan.
Transparent costs
We’ll explain the costs in plain language and show you the full picture before you commit.
Ongoing reviews
Regular reviews and disciplined platform selection to keep your plan on track.
How we work
Explore
We start with your context - goals, time horizon, tax, liquidity, and risk.
Design
We build a diversified strategy that matches the plan, not the mood of the market.
Partner
We stay close, review when the facts change, and keep decisions grounded.
Research-led, calm, and aligned with you
We focus on long-term value. We blend proven investment discipline with modern tools, including AI, to create solutions for individuals and businesses.
Ready to start?
Tell us what you’re trying to achieve. We’ll map a plan and the right platform.