Who We Are
Planning-first, cost-disciplined and transparent. We combine dynamic allocation with carefully selected partners (custodians, DFMs, tax advisers, trustees) to deliver resilient outcomes and clear reporting.
How We Operate
Client interests first, clear role separation between adviser, manager and custodian, and full fee transparency. We document decisions, publish change notes and provide audit-ready reports.
What we display
THE RELEVANT DOCUMENTS ARE DOWNLOADABLE
Regulatory authorisation and licence/reference
[REGULATOR] —[LICENCE_NUMBER]
Company legal name and registration number
[COMPANY_NAME] —[COMPANY_NUMBER]
Regulatory Disclosure
Registered office address and any trading names
[REGISTERED_ADDRESS]; [TRADING_NAMES]
Complaints policy and escalation routes
Please ask for more details
Risk warnings covering investment and currency
risks and jurisdictional caveats
Custody and client-money statement:
Aventis does not hold client money
Insurance distribution disclosure
Authorised to advise on and arrange insurance
Contact Details
main email/phone, complaints email, office hours, optional secure document upload link
Regulatory Disclosures
For full transparency and in line with regulatory requirements, all relevant disclosures and documentation are available for download below
Governance Framework
Authorisation scope mapped to services; documented Investment Policy Statement for every client; quarterly reviews with performance, risk and costs; incident and escalation procedures; periodic policy updates.
Disclaimers
Information on this page is general and not investment, legal or tax advice. Product availability and tax treatment depend on individual circumstances and jurisdiction and may change. All services are provided subject to our Terms of Business and applicable regulation.