Est. MCMLXII · London · Dubai · Singapore · New York

Wealth, stewarded across generations.

Aldervane is a private investment house serving 340 families worldwide. We measure performance in decades — and relationships in lifetimes.

$18.4BAssets under management
62Years of stewardship
97%Client retention

I. Philosophy

Patience is the rarest asset class.

Markets reward those who can afford to wait. Since 1964 we have compounded family capital through eleven bear markets, four currency crises and every fashion the industry has invented — by owning quality, sizing risk honestly and never confusing activity with progress.

Each family is served by a dedicated partner — never a call centre — with full transparency into every position, fee and decision.

Edmund Aldervane IIIManaging Partner

II. Capabilities

A complete private investment office

i.

Portfolio Management

Global multi-asset mandates built around your liquidity horizon, tax residence and risk temperament.

ii.

Private Markets

Curated access to private equity, credit and real assets through our institutional partnerships.

iii.

Estate & Succession

Trusts, foundations and governance frameworks that keep wealth — and families — intact.

iv.

Tax Structuring

Cross-border planning across UK, UAE, US and Singapore regimes, coordinated with your counsel.

v.

Philanthropy

Giving strategies, foundation administration and impact measurement that honour intent.

vi.

Next Generation

Financial education and apprenticeship for heirs — so the third generation writes a different story.

III. The Aldervane Ledger

Your entire estate, one ledger

Every account, trust, property and holding — consolidated daily, reported beautifully, visible only to you and your partner.

The Ledger — Whitfield Family OfficeAs of 18 July 2026 · 06:00 GMT
Consolidated net worth
$284,617,204
▲ +11.8% YTD · across 4 jurisdictions
Strategic allocation
Global Equities38%
Private Markets24%
Fixed Income18%
Real Assets14%
Cash & Gold6%
Ten-year performance vs benchmark
Aldervane Global Quality+14.2% YTD
Private Credit Fund IV+9.8% YTD
Mayfair & DIFC Property+7.1% YTD
Treasury Ladder 2026–34+4.6% YTD

IV. Presence

Three time zones. One standard.

FlagshipLondonOne Grosvenor Crescent, Belgravia
Middle EastDubaiGate Village 7, DIFC
Asia PacificSingaporeOcean Financial Centre, Raffles Place
$18.4BUnder management
340Families served
19Avg. years per client
22Markets invested

V. Governance

Regulated on three continents

Independent custody, annual external audit and fiduciary duty written into every mandate.

🏛FCAAuthorised · UK
🕌DFSALicensed · DIFC
🦁MASCMS Licence · SG
🇺🇸SECRIA · United States
SOC 2Type II
🔒GDPRCompliant

VI. In Their Words

Quiet results, loudly recommended

Through 2022 and again in the spring correction, Aldervane's discipline preserved what three flashier managers would have gambled. My grandchildren will thank them.

The Hon. Charlotte P. 🇬🇧Third-generation client · London

They structured our family holding across the DIFC and Singapore with a rigour our own bankers admitted they could not match.

Khalid A. 🇦🇪Family business principal · Dubai

One ledger, one partner, one phone call. After twenty years with private banks, the clarity alone is worth the fee.

Margaret & David C. 🇺🇸Entrepreneurs · New York

VII. Fee Schedule

One fee. No surprises.

A single transparent advisory fee. No commissions, no retrocessions, no hidden spreads — ever.

Private Client
$25,000 / year

For portfolios from $5M. Full discretionary management with a dedicated partner.

  • Global multi-asset mandate
  • Quarterly partner reviews
  • The Aldervane Ledger
  • Annual tax & estate check
Enquire
Family Office
$90,000 / year

For families from $25M. Consolidated stewardship across entities and generations.

  • Everything in Private Client
  • Private markets allocation
  • Trust & succession design
  • Multi-jurisdiction reporting
  • Next-generation programme
Request Proposal
Institutional
Bespoke

For endowments, foundations and single-family offices above $100M.

  • Custom mandate architecture
  • Direct & co-investment access
  • Dedicated investment committee
  • Board-level reporting
Speak with a Partner

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The first conversation
is simply a conversation.

Write to us, and a partner — not a salesperson — will respond within one business day.