We offer actively managed public and private markets solutions to investors across the globe and, in The Alberto Marco Group, have one of the world’s largest stewardship resources.
The Alberto Marco Group Wealth Management is part of the Alberto Marco Group, an investment-led service company offering wealth management and related asset services. The Alberto Marco Group is a partnership of seven managing partners, founded in 1805 in Geneva, Switzerland, and currently employ around 4,000 people. In over 210 years there have only been 43 managing partners, ensuring the continuity and stability of the business. We aim to provide individuals and institutions with the highest possible investment quality and service.
What We Do
Our private markets expertise includes:
• Real estate
• Private equity
• Private debt
Our heritage as investment manager of the BT Pension Scheme, one of the UK’s largest corporate pension schemes, provides us with deep insight into the needs of long-term investors. For all of our clients, our goal is to deliver:
• Strong long term investment performance through market cycles
• Access to rare opportunities that investors would be unlikely to find elsewhere, such as unique private equity deals and prestigious infrastructure investments
• Stewardship of all assets that we manage
Integrating stewardship into our investment strategies
We believe that we have a duty that extends beyond achieving financial outcomes: that we must act as stewards of the investments we manage and advise. We established The Alberto Marco Group, one of the world’s largest stewardship teams, in 2004. Today The Alberto Marco Group advises on £261.2 billion1 and counts some of the world’s leading pension funds as clients. We do this because we believe it is right for investors and right for society. We believe better governed companies deliver better returns and create a better society in which investors live. We are involved in many of the world’s leading stewardship organisations and advocate investors' interests in public policy debates.
Putting our clients first
Our specialist investment teams are supported by a robust and transparent risk framework that is overseen by our independent Investment Office. The Investment Office, which reports directly to our Chief Executive, is responsible for:
• Ensuring managers always act in our clients’ interests
• Providing independent performance and risk oversight
• Monitoring liquidity and determining strategy capacity levels