We operate as an External Asset Manager (EAM), also known as an Independent Asset Manager (IAM), specialising in investment advisory and financial consultancy.
Edale are focused on individual client consultation and providing competent and long-lasting support since 2014 at Edale and the 90s as professionals.
This is a discrete service available to selected clients we have worked with through our past careers. We do not actively market this service; therefore, this page supports due diligence inquiries from new service providers.
Decades ago, private bankers and small advisory teams began leaving large institutions to establish their own firms, entrusting custody of client assets to large financial institutions while maintaining the advice and relationship. This evolution, starting in Switzerland, gave rise to Independent Asset Managers (IAMs) — professionals who combine institutional expertise with entrepreneurial independence. These advisers bring maturity, deep client understanding, and enduring relationships built over years of trusted service. Their value lies in independence, alignment of interests, and a commitment to personalised advice — principles that continue to define modern, client-focused investment advisory firms like Edale, where experience and integrity guide every decision.
Independent Investment Oversight
Edale provides trustees, settlors and family offices with independent investment advisory services on assets held with a custody bank of your choice or through one of our approved custodian partners.
We operate without product bias or third-party commissions, ensuring that our advice is based solely on the best interests of beneficiaries, trustees approved assets lists and the long-term objectives of the mandate.
Whether you manage a family trust, charitable foundation, or private investment company, Edale’s advisers offer a strategic framework for managing assets with transparency, compliance, and discretion.
Investment capabilities
There is no one-size-fits-all when striving for financial success. Our approach involves working with our clients to make a unique plan to meet their needs, utilising suitable investments and strategies.
Cash
Practical strategies for managing liquidity and capturing yield
Bonds
Stability and cash flows through fixed-income securities
Equities
Targeting growth through market-driven returns
Alternatives
Diversifying with selected alternative assets, including hedge funds, precious metals, property, etc
Tailored Financial Analysis
Each engagement begins with a comprehensive review of the trust’s objectives, risk tolerance, income needs, and capital preservation goals.
This detailed analysis forms the basis of an investment strategy that aligns with the trust deed’s intent, the beneficiaries’ interests, and the fiduciary duty of care placed upon trustees.
Our approach ensures that the financial plan is sustainable, compliant, and adaptable to evolving market or family circumstances.
Portfolio Optimisation & Oversight
Edale provides detailed portfolio allocation and optimisation recommendations designed to improve efficiency and reduce unnecessary costs or risk concentration.
Working alongside the custodian, we advise on:
- Strategic and tactical asset allocation
- Selection and monitoring of investment managers or funds
- Integration of ESG and ethical investment preferences
- Currency and liquidity management
- Cross-border tax and reporting considerations
We can give direct instructions to the custodian bank or work collaboratively with your existing investment managers to ensure unified oversight.
Compliance aids
EDALE UK MANAGEMENT LIMITED
LEI 984500D6747C43V3A802 https://www.legalentityidentifier.co.uk/leicert/984500D6747C43V3A802
FCA Number 812332 https://register.fca.org.uk/s/firm?id=0010X00004D7VrfQAF
Company Registrar Company number 08865887 https://find-and-update.company-information.service.gov.uk/company/08865887