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.
Responsible for establishing the strategic direction and the day to day operations of the company. With a long career in global financial services that took her back to the US where she built and sold a wealth management practice of high net worth global clients, lead a regional division of a private bank, and launched the first multi-currency brokerage platform for a large multi-national company. She holds an MBA from the Wisconsin School of Business, the CERTIFIED FINANCIAL PLANNER® (US) designation, and an undergraduate degree in Anthropology from Goldsmiths College – University of London. Nicole is looking forward to exploring the South Downs and the coast now that she calls Brighton home.
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.
Brian specialises in the property and legal property sectors, and comes with almost two decades of experience. Having initially studied Real Estate Residential Property, Brian started his career in estate agency and new build off-plan investment, and has gone on to train many UK conveyancing property lawyers. Outside of Avantis Wealth, Brian is a family man and a military history enthusiast.
Adam has over 15 years of property and investment experience. He has been involved in property development since 2003. He has worked extensively with high profile clients from professional sports. Outside of Avantis Wealth, Adams enjoys golf and rugby.
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.
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.
Aaron is an accountant by training. Prior to joining Avantis Wealth he worked for an ISA management company, as a national account manager for Money Supermarket, and as senior account manager at Crunch Accounting. Outside of all things Avantis Wealth, Aaron is a qualified referee.
Selen is a trained lawyer. She has an LLB and masters degree in law. Prior to joining Avantis Wealth, she has worked as a lawyer in Cyprus for three years, and three years for a litigation solicitors in Brighton. Selen provides legal support to the team and regularly updates clients. Outside of Avantis Wealth, she likes travelling and trying different cuisines. She also volunteers for the RSPCA.