Albert E Sharp is an established investment manager which
provides both discretionary portfolio management and investment
advice to individuals, pension schemes, corporates and trusts.
We offer what we regard as a traditional investment service
whereby we invest assets, using simple portfolio structures, into
high quality companies, commercial property and fixed income
securities utilizing a disciplined process, a highly skilled team
and the best available technology.
History
Albert E Sharp was established in 1911 as a stockbroker for
local families in the Midlands. Having survived the First and
Second World Wars, the business grew considerably. In 1946 Albert's
only son, Kenneth H Sharp, who had served in the army, re-joined
the firm. In the 1950s the company established a corporate finance
and research department for analysing local firms wanting advice on
fund-raising and other strategic decisions. By the late 1950s, when
people were beginning to generate wealth and save money, Albert E
Sharp began to be recognised throughout the country for
professionalism and trust. In the 1960s, with clients trusting it
to look after their investments without consultation, the
organisation began to offer discretionary investment management. In
the mid-1970s Simon Sharp, Kenneth's eldest son, became the senior
partner. Under his leadership, the business continued to flourish
until it was acquired in 1998.
In 2009 Giles Sharp, Albert's youngest grandson, established an
investment management business as an independent company, using the
family name to underline his commitment to the long-held tradition
of providing first-class, professional, personal service. Giles
firmly believes there is strong demand for a firm operating under
the principles passed on to him by his grandfather and father. To
ensure the firm remains true to its ideals and that it honours the
trust and confidence built up since his grandfather's day, Giles,
handpicked a team of leading investment managers to look after
client portfolios. Each has extensive experience of institutional
investment management, is professionally qualified to the highest
standards and has a proven performance track record.
Risk Rated Models on your fund platform
With this in mind we have partnered with Novia to offer our
investment management expertise.
Through the platform we would provide:
- Risk rated portfolio's with defined benchmarks and risk
controls.
- Ongoing investment management including asset allocation
re-balancing and security selection
- Regular meetings with the Albert E Sharp investment team
to provide updates on performance, asset allocation and investment
strategy
Benefits
As an Independent Financial Adviser, we know maintaining good
relationships with your clients is paramount to your business. In
order to help you do this, we can take care of the provision of
asset management, so that your time can be rightly devoted to the
other financial services that you offer. With this approach, you
can provide your clients with the highest quality advice and most
suitable investment options, while Albert E Sharp ensures you can
rely on expert knowledge and access to the best asset management
for your clients. Specialist outsourcing means that you can
concentrate on the many other areas of your practice and improve
the range of services you offer to you clients, thereby tailoring
your service more accurately, and strengthening those all important
relationships.
Mission
Our mission is to maximise the value of our clients' investment
portfolios and to minimise the downside risk, within given
constraints. We attempt to reduce the volatility by imposing strict
controls on the exposure to individual securities, asset classes
and market sectors. We select securities and construct portfolios
by employing a disciplined investment process, empowering highly
skilled investment managers and utilising the best available tools
in the industry.
Contact
If you would like any further information about Albert E Sharp
please visit our website http://www.albertesharp.com/ or contact one of
our head of sales:
Robert McGrath
01789 404967
07807 480573
rob.mcgrath@albertesharp.com
