Avm Financial

AVM Financial runs multi-asset investment mandates (Conservative, Balanced and Growth) for clients who set a maximum loss tolerance. Each mandate sets a volatility budget that limits gross exposure and position sizes. Instruments include equities, fixed income, precious metals, energy, foreign exchange and cash. Clients open and track accounts in an online portal with daily NAV and position-level statements.

Customers are private clients, family offices and corporate treasuries; institutional and family-office mandates are negotiated separately. The firm earns a flat annual management fee of 0.65% to 1.10% depending on the mandate, plus a 10% performance fee charged only above the previous high-water mark. The website states there are no entry, exit, platform or custody fees.

The UK legal entity, AVM Financial Limited, has its registered office in London and was founded in 2010; the website dates the firm's start to 2009. The firm reports $4.8 billion in assets under management, more than 61,000 accounts, 40+ markets and 214 employees across 6 offices. It is supervised by the UK Financial Conduct Authority and is funded from retained earnings without outside capital.

Product: Discretionary multi-asset portfolio management under Conservative, Balanced and Growth mandates, accessed through an online client portal.