Luxembourg

Alumia, a leading Luxembourg-based MiFID-regulated investment advisory firm specializing in wealth management and fund services and partner of Universal Investment
Group, is thrilled to announce a strategic partnership with Troy Asset Management, a London-based, independent investment management firm.
This partnership aims to bolster Troy’s presence across Europe, introducing the firm’s renowned multi-asset and global equity capabilities to a broader audience of investors. The flagship €10.2bn multi-asset strategy, available in a daily liquid UCITs fund through Trojan Fund (Ireland), aims to deliver strong risk-adjusted returns through a diversified portfolio of developed market equities, bonds, gold, cash, and short-dated Treasury bills. The strategy emphasises long-term capital-preservation, with dynamic asset allocation, a focus on downside risk management and high-quality securities whilst integrating ESG in accordance with SFDR Article 8.

Alumia has a well-established presence advising sophisticated clients, including asset managers, corporates, and family offices across continental Europe, with a strong foothold in Luxembourg, Belgium, France, Switzerland, and the Netherlands. The introduction of Troy’s strategies is expected to attract significant interest, with Alumia positioned to effectively distribute these sought-after investment opportunities.

Alumia’s CEO, David Saab, who brings over 20 years of experience in banking and asset management from firms like J.P. Morgan and Rothschild, remarked, “Our collaboration with Troy Asset Management marks a significant step in providing our clients with exceptional investment solutions. We believe that Troy’s proven strategies will resonate strongly with European investors looking for robust and diversified solutions”.

Fritz von Westenholz, Business Development Director, said, “This partnership marks a significant milestone in developing Troy’s presence across Europe. We look forward to the opportunities it will unlock, bringing our well proven investment solutions to investors across the continent.”

About Alumia

Alumia is a partner-led investment firm that specializes in providing investment advice through an innovative approach. The company’s top objective is to deliver best-in-class advice and diversified solutions to its clients, by taking an independent, unbiased view and thinking out of the box. With decades of investment experience across the team, Alumia provides deep expertise and ongoing investment due diligence across private and public markets globally. One of the key strengths is the ability to identify gaps in the market and to source unique solutions capable of generating long-lasting value creation and mitigating investment risks for the clients. In addition to serving as investment advisors, Alumia supports clients in growing their businesses through Alumia’s network, capital introductions and co-investing alongside them. Alumia serves a broad range of sophisticated clients, including family offices, pension funds and endowments. Within its ecosystem, Alumia partners with asset managers and large institutional investors, with a focus on being the key link in helping our clients achieve their long-term investment objectives.

The strategic minority shareholder, Universal-Investment Group is one of Europe’s leading fund service platforms with close to €1 trillion of assets under supervision. Our partnership with Universal provides us with world-class resources and capabilities, while also supporting us in the launch of innovative investment solutions that cater to our client needs.

About Troy Asset Management

Troy Asset Management is an independent fund management company founded in 2000. Our investment style is unconventional, yet conservative.

Troy was founded to focus on absolute rather than relative returns and aims to preserve and grow its investors’ capital over the very long-term. Over the years we have attracted other investors who share this patient attitude to investment management, including family offices, wealth managers, investment advisers, charities and endowments.

Our aim is to keep investors’ costs down by maintaining a competitive fee structure and keeping portfolio turnover to a minimum. We do not charge performance fees – believing that we are  rewarded by the loyalty of our investors.