Our Roots Run Deep
The name Avallis is derived from Sanskrit, symbolising Trust, Confidence, Protection, and Growth
values that continue to define our identity and guide our approach to investing.
Our vision
to redefine the standard of asset management by delivering bespoke solutions that embody trust and excellence
We aspire to go beyond investments, providing holistic wealth planning that includes succession and estate strategies, empowering our clients to preserve and grow their legacy across generations.
Our Investment Philosophy
The FTVR Model
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We assess government policies, economic growth prospects, earnings potential, interest rate trends, inflation rates, unemployment levels, trade balances, and currency fluctuations to provide a comprehensive understanding of market dynamics.
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Through technical analysis, we examine the demand-supply dynamics of securities, liquidity conditions, capital raising and utilization at the national level, and global liquidity levels to identify potential market trends and opportunities.
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Our valuation analysis incorporates relative asset valuation, absolute valuation, trend-based analysis, and discounted cash flow (DCF) models to assess the intrinsic value of securities and identify potential mispricings.
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This crucial process evaluates potential risks to our forecasts, including geopolitical factors, event-driven risks, market and liquidity stress, and systemic risks.
THE EAM MODEL
At Avallis Investments, we embrace the External Asset Manager (EAM) model, built on independence and transparency. Unlike traditional banks, we are free from product bias, enabling us to deliver truly unbiased advice.
We create bespoke portfolios tailored to each client’s goals and risk profile, with access to a wide range of investment opportunities, including exclusive options not typically available through private banks.
Through the EAM’s tripartite structure, your assets remain securely with the Custodian Bank, while we manage your portfolio under a Limited Power of Attorney (LPOA). This ensures you retain control of your wealth at all times, while benefiting from our expertise and guidance.
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We provide non-discretionary asset management services for clients who prefer to enjoy a greater degree of participation in the management of their investments.
Acting only in an advisory capacity, we offer nuanced guidance and support for your investment decisions. You are fully in control and no transactions can be carried out without your approval.
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When we have a discretionary mandate, we agree on an investment objective with the client and a benchmark before we begin to invest, drawing on several factors including income requirement and risk tolerance.
The kind of portfolio you want is established at the outset, and we, as your portfolio manager, make the day-to-day investment decisions to attain it.
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Our investment decision process is enhanced with technological innovation, with a particular focus on artificial intelligence and machine learning technologies to improve the consistency of achieving a stable risk-adjusted return over periods of market volatility.
The bedrock of our portfolio design lies in our unique portfolio construction, selection of asset class mix, and risk management overlays to ensure optimal upside return with predictable downside risks.
We cater to various types of investors along the risk-return continuum, from the conservative investor with a positive inflation-adjusted return objective, to the risk-tolerant investor who targets a higher level of portfolio returns.
Our portfolios are rebalanced regularly to reflect the dynamic nature of investment risks and to exploit new investment opportunities within the confines of the portfolio mandate.
Why Choose an
External Asset Manager (EAM)?
Independence and Transparency
Unlike traditional banks, we are not tied to promoting specific financial products, allowing us to offer unbiased advice and greater transparency.
Customisation and Personalisation
We are able to create bespoke portfolios that align with your unique financial objectives and risk levels.
Extensive Investment Options
We offer access to a wide variety of products, including exclusive vehicles not available at traditional private banks.
How It Works
The External Asset Manager (EAM) model provides a unique tripartite relationship, where we manage your investments while the Custodian Bank services the account.
A Limited Power of Attorney (LPOA) is signed, allowing us to manage your investment portfolio.
This structure ensures that you retain control over your assets the entire time, while benefiting from our expertise in investment management.