Award-Winning
Investment Management
Your financial future,
reimagined.
An independently-owned investment house, driven by a dedicated team of innovative professionals. Committed to generating outstanding long-term investment performance and building enduring partnerships.
A partnership approach, tailored to your needs, to provide expertise in our passion: investments.
Arbion Invest is part of Arbion Limited, an independently-owned investment management and advisory firm working with individuals and institutions worldwide. Founded by a team of talented, experienced professionals with a common vision, we provide our clients with impartial investment advice and seek to build lifelong partnerships.
We specialise in creating and implementing bespoke solutions and strategies. Our clients have direct access to truly independent, high calibre investment expertise.
Dedication
Building lifelong partnerships
Passion
Our passion is investments
Integrity
Earning and maintaining trust
Innovation
Entrepreneurial in mind and spirit
Successful investing is grounded in research, experience and common sense.
Active Risk Management
We actively capture price dislocations from short-term sentiment shifts and volatility. We welcome calculated risk at appropriate times and prices, using active risk management to deliver compounding growth over time.
Rigorous Methodology
We adhere to rigorous methodology combining top-down and bottom-up analysis to identify high risk-adjusted return opportunities. We are unconstrained by specific benchmarks, geographies, or asset classes.
Global & Unconstrained
Our investment universe spans global markets with no artificial constraints. From sovereign bonds to alternative assets, we go wherever the best risk-adjusted opportunities present themselves.
Three distinct strategies, one commitment to performance.
Available in GBP, USD, and EUR across Accumulation and Income share classes.
IFSL Arbion Sovereign Opportunities
Capital preservation through sovereign bonds and high-quality fixed income. Five consecutive years of top quartile performance within the IA Global Government Bond sector.
IFSL Arbion Balanced Opportunities
Multi-asset fund. Winner of 'Best Wealth Manager' and 'Balanced Portfolio' Wealth Adviser awards three consecutive years running.
IFSL Arbion Global Opportunities
Diversified global equity and alternative asset exposure across developed and emerging markets worldwide.
9 fund factsheets available across all share classes
Download FactsheetsFlexible investment strategies,
tailored to you.
Our Model Portfolio Service offers flexible strategies spanning from cautious investors looking for low risk portfolios to adventurous investors happy to take a higher degree of risk for high growth. Led by Robert Lee, Head of MPS, who has been managing our MPS range since inception in 2021.
Passive Plus
Low-cost passive, smart beta, and quantitative-driven equity exposure combined with best-in-class active fixed income managers. We continually screen the investment universe for products and strategies that consistently outperform the bond markets and their passive indices.
Net Annualised Return Target* 3% to 8%
Active
Global multi-asset portfolios via a blend of Arbion managed funds and third-party active managers and strategies. Arbion funds are used as key building blocks to maintain a high level of active management on the underlying portfolio holdings whilst aiming to lower the frequency and overall number of trades on an MPS portfolio level.
Net Annualised Return Target* 3% to 8%
Active Blend
Global multi-asset portfolios via a blend of Arbion managed funds, third-party active managers and strategies, and low-cost passive and smart beta market exposure. Portfolio construction brings together the benefits of our Active and Passive+ MPS range.
Net Annualised Return Target* 3% to 8%
Income
Cash and income focused portfolios investing in global fixed income markets, selecting best-in-class active managers that have track records in generating attractive and diversified levels of distributable income.
Yield Target*: Cash, Cash +1%, and Cash +2%*Performance is shown net of Arbion Invest's annual management charge and does not include adviser or dealing charges, which vary by MPS platform and will further reduce returns.
Consistently recognised for excellence.
PAM Challenger
Asset Manager
PAM Awards 2025 & 2026
Best Wealth
Manager
Wealth Adviser Awards
Investment Week
Leaders List
Robert Lee, Head of MPS & Rates
Investment Week Leaders List
Robert Lee, Head of MPS & Rates, named to the 2026 Investment Week Leaders List
Challenger Asset Manager
PAM Awards - Second consecutive year (up to £2bn AUM)
Most Innovative Thematic Proposition
WealthBriefing European Awards - Investment Management
Fund of Hedge Funds & Long-Term Performance
HFM European Performance Awards - Michael Rosenthal
Citywire Wealth Manager Top 100
Ammalan Annalingam named to prestigious Top 100 list
Balanced Portfolio Wealth Adviser
Wealth Adviser Awards - Third consecutive year
Specialist Investment Manager
WealthBriefing European Awards - Arbion Limited
Fund of Hedge Funds
HFM European Performance Awards
Fund of Hedge Funds - 5yr Performance
HFM European Performance Awards - Absolute Return Alpha Strategy
Stay ahead of the markets.
We publish regular monthly market commentary and insights, keeping our clients and partners informed on market developments and portfolio positioning.
Let's discuss your investment goals.
Whether you're a professional investor, financial adviser, or seeking tailored portfolio strategies, our team is ready to help.