Iam Advisory
IAM Advisory provides an innovative, independent and comprehensive investment advisory service suitable for anyone with direct or fiduciary responsibility for investments. The service enables a client to structure, monitor and control all material aspects in the management of a substantial investment portfolio, whether managed directly through funds and/or, externally, through discretionary managers. The company currently employs 17 professional staff whose objective is to maximise investment returns, net of all costs, at an objectively set, and subsequently controlled, level of risk that is directly appropriate to the client. As an independent, management owned advisory-only firm our staff are completely aligned with our clients because our service is completely un-conflicted with our only source of income being advisory fees received directly from the client. The IAM senior investment team, with over 100 years of ‘hands-on’ investment experience, is supported by a full research capability covering bespoke managers, funds and investment strategy. Risk control is multi-dimensional through unique proprietary software with dynamic structures that encourage and demand active and effective management from discretionary managers. IAM Advisory was established in 1987 by founder Michael Strachan and was based on his significant experience in establishing some of the major sovereign wealth funds in the Middle East.
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Verified contacts
19
available on Kipplo
LinkedIn employees
75
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- DS
David Smith
Non Executive Director · General Business & Management
EmailPhone - LB
Lan Broad
Investment Research Director · Finance & Accounting
EmailPhone - WO
Warren Oliveira
Operations and Data Management Director · Other
EmailPhone - WO
Warren Oliveira
Operations and Data Management Director · Other
EmailPhone - GM
George Melhuish
Senior Investment Analyst · Finance & Accounting
EmailPhone - HR
Helen Renouf
Office Manager · Operations
EmailPhone - LC
Luke Cummins
Head Developer · Information Technology
EmailPhone - LC
Lucy Crowder
Legal · Legal
EmailPhone - SM
Sophie Mahy
Human Resources Officer · Human Resources
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Iam Advisory
17 distinct titles indexed · top 10 shown.
- 2operations and data management director
- 2reporting and investment analyst
- 1accountant
- 1chief analyst
- 1founder and chief executive officer
- 1head developer
- 1head of research
- 1hr officer
- 1human resources officer
- 1investment research director
- +7more titles
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