Rickerbys launches Aventus

Investment management and solicitors firms are not generally considered to be natural partners but in Rickerbys’ case it has proven to be a very successful alliance. Keen to build on this success, and demonstrate commitment to our clients, we have re-branded our asset management practice as Aventus Capital Management.

Over the years we have seen many changes in the provision of financial services at Rickerbys and from relatively modest beginnings our team of investment managers have developed a strong reputation for managing client portfolios. Therefore, it seemed appropriate to develop our asset management practice and adopt a separate brand to reflect the expertise within Rickerbys. Our personnel have a strong background in the world of investment management having previously worked for well known names like Jupiter and Lloyds Private Banking.

The launch of Aventus Capital Management will allow us to build on our firm foundations. We are looking forward to working with professional firms in the Cheltenham and Gloucester areas with the aim of building on the £80m funds currently under our management. With a long track record of looking after the investments of many clients, we have an enviable profile of retention. We feel that this loyalty and trust is a direct result of the personal service that we provide. This is a very important consideration for Independent Financial Advisers, Accountants and even other firms of solicitors as they seek to find their clients the right portfolio manager.

With an increasing number of clients looking for a more transparent and bespoke investment approach, we have already seen a growing interest in our services. Each portfolio is tailored to an individual client’s needs with great care taken to match both their objectives and, more importantly, their risk profile. The transparency is extended to the charging structure, which is strictly fee-based (no commission). We have introduced a facility to enter into a fee sharing arrangement with professional introducers.

Like a traditional stockbroker, we specialise in investing in direct equities (shares) as well as using some collective investments to gain exposure to specialist markets. Portfolios are managed on a discretionary basis to allow swift and effective management of the investments in today’s fast moving markets. As you would expect we manage investments on behalf of a wide range of clients including private clients, trusts, pensions, charities and companies. In addition, we have obtained full authorisation from HMRC to act as PEP/ISA managers and this allows us to consolidate a client’s disparate array of PEPs and ISAs built up over many years.

We believe the launch of Aventus Capital Management presents an excellent opportunity to continue growing to our next target of £100 million of clients’ monies under our management and to build new relationships with local professional firms looking to work with a local investment manager.