Luke Cummins

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.