Edale is a professional services company that offers financial advice, investment services, and business services to a wide range of clients, including individuals, families, public authorities and businesses. We specialise in investment management, enterprise development, monitoring + evaluations and creative design.
The first company formed on a snowy January in 2014. Since then the business has grown into new business lines and invested in portfolio companies to grow new independent enterprises.
The company also “does good” by operating in an environmentally friendly and socially positive manner. We like to make change and support good causes. We do not exclude anyone from our services which makes us accessible experts.
Global perspective
We work across the world and know the complications in trying to access sensible investment planning and headaches of bureaucratic paperwork.
In person and online
The advances of technology and working patterns mean more people work across the world in various time zones and need advisers that share those experiences and can offer them advice in flexible ways to suit their needs.
Institutional backgrounds
The team at Edale learnt their craft within institutional firms so can bring the benefits of corporate investing to private clients and wholesale firms.
In simple terms
Edale was born out of a desire to provide world-leading products and services to clients' across the world.
The founders are qualified investment practitioners that regularly travel to clients.
595,359 km travelled
76 cities seen
25 Countries visited
To advise you
Hand picked investment talent
Edale hand picks fund managers and investment products from a constantly evolving universe to provide a suite of best in class investments for the client.
Whatever the client situation, we focus on creating investments that are tailored to each client’s unique needs.
We have a broad investment perspective and support the advisers relationship.
Client focused and ongoing service
Edale has an investment approach and profiling process that was developed in the institutional market though just as valuable for high net worth investors.
Our new client approach focuses on:
- Risk control - downside protection should not be overlooked in the quest for growth
- Time horizon - wise investors focus on the long term
- Robust investments - good investments require ensuring strength of counterparties and providers
An agile superpower
Big firm experts offering superior products that show flair and leading edge thinking
What we do
Edale is focused on building good financial households (personal financial advice) and investible workplaces (business advisory).