Establishing Mandate Channel
Private wealth, managed with institutional discipline
Wealth, stewarded with quiet precision.
Ivory Asset Management partners with discerning investors and family offices to grow and protect capital through disciplined strategy, transparent reporting, and dedicated stewardship.
- Assets Under Management
- $4.2B
- Active Investors
- 38,400+
- Avg. Annual Return
- 11.8%
- Years of Performance
- 14
Trusted by family offices, institutions, and private investors worldwide
MERIDIANNORTHGATEASHFORDBLACKWELLSTERLINGCALDWELL
Why Ivory
A standard of stewardship reserved for serious capital.
We were built for investors who measure success in decades, not days. Every mandate is governed by the same principles that guide the world's most disciplined family offices.
Our philosophyCapital Protection First
Risk-managed mandates with segregated custody and an independent oversight committee guarding every position.
Disciplined Strategy
Time-tested allocation models refined across fourteen years and multiple market cycles.
Concierge Stewardship
Dedicated managers and white-glove service for investors who expect more than a dashboard.
Transparent Reporting
Daily, line-by-line visibility into performance, holdings, and earnings — no opacity, ever.
Investment Plans
Structured mandates for every tier of capital.
Retrieving investment tiers...
Performance
Consistent, compounding returns across market cycles.
Representative blended portfolio performance, net of fees. Past performance is not indicative of future results.
Trailing 12 months
- 1-Year Return
- +18.4%
- 3-Year Annualized
- +12.9%
- Since Inception
- +214%
- Max Drawdown
- -6.1%
Services
Comprehensive capabilities, delivered with precision.
Portfolio Management
Actively managed, diversified portfolios tailored to your objectives and risk appetite.
Wealth Planning
Holistic planning that aligns your investments with long-term life and legacy goals.
Asset Allocation
Strategic and tactical allocation across global asset classes for resilient growth.
Institutional Investing
Bespoke mandates and reporting for institutions, endowments, and family offices.
Risk Management
Continuous monitoring, hedging, and drawdown control to protect your capital.
Retirement Planning
Durable income strategies engineered for security across every stage of life.
Portfolio Management
Your portfolio, managed like a family office.
We construct and steward portfolios with the same rigor applied to the largest private fortunes — disciplined, diversified, and continuously optimized for the conditions ahead.
- Personalised mandates aligned to your goals
- Daily transparent performance reporting
- Tactical rebalancing across global markets
- Dedicated relationship management
Global Equities42%
Fixed Income24%
Real Assets18%
Private Markets11%
Cash & Equivalents5%
Market Insights
Research that informs every decision.
Our investment committee publishes considered, contrarian-aware perspectives on the markets shaping your wealth.
Client Voices
Trusted by those with the most to protect.
Ivory manages our family capital with a discipline and discretion we had only previously found in a dedicated office. The reporting is exceptional.
Eleanor Whitfield
Principal, Whitfield Family Office
My experience as an investor with Ivory Asset Management has been positive. The onboarding was smooth, the platform was easy to navigate, and customer support was helpful whenever assistance was needed. I would always continue to invest with them.
Robert Jones
Private Investor -USA
What stood out most was the professionalism and consistent communication. The investment process was handled efficiently, and I valued receiving timely updates and clear explanations of the available options
Elena Becker
Private Investor- Germany
Frequently Asked
Questions, answered with candor.
Begin a relationship built to last decades.
Open your account in minutes, or speak with an advisor to design a mandate around your ambitions.