Alvarium Analytics provides institutional quality investment strategy and research to large wealth managers.

Applying over 20 years of experience designing and managing private accounts, mutual funds, and hedge funds, Alvarium Analytics uses macroeconomic and asset allocation research and professional portfolio management techniques to deliver robust and dependable investment solutions to wealth managers and their clients.

An institutional approach to portfolio management

1. Design
We design customized portfolios based on risk, return, tax, and other factors.

2. Allocate
We allocate strategic and tactical assets according to investment models and macro-economic research.

3. Invest
We select mutual fund, ETF and stock investments using a systematic process.

4. Manage
We manage your portfolios using sophisticated portfolio management tools and techniques.

5. Communicate
We provide a secure dashboard to monitor your portfolios and deliver detailed analysis.

Jonathan Calvert

Jonathan Calvert is the founder of Alvarium Analytics.
 
Jonathan has over twenty years of experience in quantitative asset management. He spent the first decade of his career at GMO as a researcher and portfolio manager in global equities and asset allocation.  He was the director of quantitative trading research and a partner of the firm when he left in 2003.
 
Mr. Calvert subsequently designed and managed equity and allocation products at Ameriprise Financial and the BNY Mellon boutique Franklin Portfolio Associates.  Prior to launching Alvarium Analytics in 2013 Jonathan was a co-founder of Alvarium Capital, which ran a multifrequency long/short equity hedge fund.