Albert E Sharp revives wealth manager business
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Albert E Sharp Investment Managers has launched in Stratford upon Avon, reviving the name of the firm’s original founder.
Chairman Giles Sharp is the youngest grandson of Albert E Sharp who established the eponymous stockbroker firm in 1911. The firm held 26 offices nationally but the name disappeared after the business was sold in 1998.
“I’ve picked a strong team of talented and award-winning managers”
Giles Sharp
The new firm, which also has a London office, will offer full discretionary investment management to high net worth IFA clients with at least £250,000 to invest.
It will offer white-labelled discretionary management service to IFAs who can bring £50m or more to the arrangement.
It is also developing a cost-effective discretionary service based around a series of actively managed risk-rated model portfolios, using a blend of pooled and non-pooled investments to minimise costs. It is in discussions with platforms to maximise distribution channels. (article continues below)
Sharp says: “It’s marvellous to be able to bring the family name back. Albert E Sharp was synonymous with first-class, professional and personal service and integrity. These principles were passed down to me by my grandfather and father–I’ve picked a strong team of talented and award-winning managers with senior City-level investment experience who value these principles as much as I do.”
