Avantis Wealth is a UK based alternative investment broker specialising in private debt funding for micro and SME businesses, primarily in the commercial and residential property sectors of the UK.
Since 2012, we source private debt investments that exhibit the following characteristics:
We believe that all investments carry some risk, and although all market participants are exposed to common risk factors with this type of private debt instrument, the way investors think about these risk factors can vary. Therefore, we are committed to providing transparency of our business operations, especially in our investment selection process and extensive Due-Diligence process toward the aim of achieving high standards of corporate governance.
We strive to be the leading specialist investment broker of exceptional high return alternative investments, driven by our commitment to our unique investment strategy and core brand values. Every decision we make, the way we treat our clients and manage our business is underpinned by:
Our senior management team comprises a close-knit group of investment professionals with many years of investment and property experience. Our dedicated administration team ensures that from the start of a client relationship, the highest level of client service based on the principle of treating all clients fairly is delivered.
We understand that managing risk in an investment is a crucial part of a client’s decision-making process. Therefore, we have invested heavily in both people, processes and follow strict protocols before making an investment available. This strong focus on risk management positions us as a champion of clients’ interests.
Mark has many years’ experience as an administrator and manager working in a number business sectors, including higher education, the creative industries, and financial services. He has held a variety of roles including Operations Director, Finance Officer, and University Lecturer. He is a business graduate of Kingston University with a PGDip in management studies and an MBA. Mark is also a singer in an indie rock band and an LTA qualified tennis coach.
Rob has an approach to marketing and brand strategy that is both creative and analytical: based on experience, backed by in-depth research, brought together with a dose of imagination and inspiration.
Bringing 25+ years of proven client centric marketing experience and a breadth of technical knowledge to maintain brand standards and communications across all channels.
He has a breadth of experience in financial services, property, healthcare and hospitality.
Maria has worked extensively in customer service roles, the last 10 years of which were for RBS, initially within retail banking before progressing into commercial banking. Interests outside of Avantis Wealth include listening to music, going to gigs and travelling to new places. She has an ambition to visit every state in the USA – 19 down with 31 to go.
Tobi trained as a barrister at a top London Law school. He has worked in finance for nearly a decade, including Lloyds and American Express. Tobi is often invited to speak publically on a variety of topics in and around the Brighton area. Outside of Avantis Wealth, Tobi is a long suffering Arsenal fan.
Engineering graduate with a passion for finance. Previously worked at household names like BP, Barclays gaining precious insight into business. Experience in running a private bank treasury is proving a useful asset when researching appropriate projects for our investors' portfolios as they proceed through our due-diligence process.