In simple terms
Edale was born out of a desire to provide world-leading products and savings to clients' across the world.
The founders are qualified investment practitioners that regularly travel to clients.
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).