Family office investment manager Alvia Asset Partners was awarded Australia’s best Boutique Licensee at The Institute of Managed Accounts Professionals (IMAP) 2024 Awards, for the second consecutive year.
The IMAP Awards recognise the highest standards in investment management. Winners are selected by a panel of experienced investment professionals who assess entries based on rigorous criteria, including portfolio construction, investment philosophy, and client communication.
Nathan Robertson, Chief Executive Officer said,
“This recognition is testament to the disciplined investment approach of our CIO, Josh Derrington, and deeply analytical abilities of our Portfolio Managers and Analysts. It reflects our commitment to transparency and efficiency, providing our clients with access to unique investment opportunities across both public and private markets.
Winning the Boutique Licensee Managed Account Award affirms the effectiveness of our long-term, patient approach to investment management. We continue to focus on absolute returns and capital preservation, leveraging our deep market insights and independent investment philosophy,”
Over the past five years, Alvia has demonstrated significant growth and solid performance.
“Our Core Family Office Portfolio has achieved a total return of 91% against the composite benchmark of 56.1% since inception, outpacing the benchmark by 34.9%. This performance includes achieving top decile returns over three years to 30 June 2024, according to Morningstar,” Robertson noted.
Alvia’s investment philosophy is centred on a risk-first, process-driven approach that seeks to capture long-term, compounding returns while remaining flexible to market dislocations.
“Our approach to active investment management is distinctive in that it provides direct access to our investment team, with no intermediaries involved. Our Directors and employees invest alongside our clients, so we’re all in it together. This hands-on approach means we take a private investor mindset with every decision, ensuring full accountability and alignment with the Family Office and High-Net-Worth investors we serve,” Robertson concluded.