Welcome to Allenbridge Group plc   Welcome to Allenbridge Group plc
    Follow this link to view the Allenbridge Tax Shelter ReportTax Shelter Report Follow this link to view the Allenbridge private client servicesPrivate Client Service Follow this link to Allenbridge Press & Public Relations informationPress & PR
  Follow this link to view investment recommendations for PEP and ISA investmentsPEPs and ISAs Follow this link to view Venture Capital Trust research and VCT investment informationVenture Capital Trusts Follow this link to view Allenbridge hedge fund research Hedge Funds
  Follow this link to view investment recommendations for unit trust investmentsUnit & Investment Trusts Follow this link to view Enterprise Investment Scheme research and EIS investment informationEnterprise Investment Schemes Follow this link to view the Allenbridge affluenza and wealth counseling serviceAffluenza & Wealth
  Click here to view your investment portfolio on-lineMy Portfolio      
 



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Allenbridge offer two main services; on the retail side they provide independent, impartial advice on a range of Private Client services, including fund manager research and appraisal.  For institutional investors they offer a global Hedge Fund rating and research service.

The company was established in 1985 to provide a performance measurement and fund management selection service for the wealth management industry.  They have 30 staff, which includes five actuaries and three PhDs and they also have a psychologist to assist with wealth management issues, i.e. Affluenza.  They currently manage 30,000 clients from their offices in Mayfair.

Services provided:

  • Discretionary Investment Management Service
  • Wealth Management
  • PEPs and ISAs
  • Unit and Investment Trusts
  • Investment Monitoring Service
  • Hedge Fund Research
  • Tax Shelter Research
  • Venture Capital Trusts
  • Affluenza counseling

Allenbridge won the Most Innovative Fund Strategist award (2002), which is presented by the fund management industry.

Allenbridge is regulated by the Financial Services Authority and is a Member of the Association of Private Client Investment Managers and Stockbrokers (APCIMS).