Albert E Sharp
Albert E Sharp LLP is a UK FCA-regulated, partner-owned investment management firm in Stratford-upon-Avon providing discretionary and advisory portfolio management to private clients, pensions, charities, trusts, and corporates, distributed directly and via professional advisor referrals.
- Company typePrivate
- Founded1911
- HeadquartersStratford-upon-avon, United Kingdom
- Headcount11–50
- GTM type—
- OfferingServices
What Albert E Sharp does
Albert E Sharp LLP is an FCA-regulated, independently-owned investment management partnership headquartered in Stratford-upon-Avon, England, tracing its origins to a 1911 Midlands stockbroking firm. The business was re-established under its current name as a limited liability partnership in 2009 and is wholly owned by its working Partners, with the Sharp family legacy represented by Giles Sharp (Chairman Emeritus) and Simon Sharp (Investment Manager). All Investment Managers are Partners, holding 100% of the equity, and the firm carries no external debt, having grown organically to consistent profitability.
The firm offers two principal services — Discretionary Investment Management (full delegation to Partners) and Advisory Stockbroking (advice with client approval, minimum ~£1M) — supported by a proprietary AES 7-Step Investment Process that combines quantitative risk-return analysis with an Investment Committee macro-economic overlay, an AES Approved Fund List, and a 1-10 risk-rated asset allocation framework. Technology comprises Bloomberg market data feeds, an online client valuation portal, and a mobile app delivering daily valuations, quarterly statements, and annual tax packs. Service modules span Individual Portfolios, ISAs/Junior ISAs, SIPPs/SSASs/Corporate Pensions, Offshore Bonds, AIM/IHT portfolios, Corporate Clients, and Charities & Trusts, plus a Model Portfolio Service with no minimum investment aimed at the professional advisor channel.
Revenue is generated from recurring AUM-based management fees on discretionary mandates and advisory fees on stockbroking mandates. Distribution relies on direct Partner-led client relationships and a professional advisor referral network (financial advisors, accountants, solicitors), with custody outsourced to Platform Securities LLP (an FIS Global-owned FCA-regulated custodian). The client base covers private individuals and families, pension schemes, charities and trusts, corporate entities, and local government bodies — entirely within the United Kingdom.
Albert E Sharp firmographics
Firmographics- Name
- Albert E Sharp
- Legal name
- Albert E Sharp LLP
- Website
- https://albertesharp.com
- Company type
- Private
- Founded year
- 1911
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Albert E Sharp LLP is a UK FCA-regulated, partner-owned investment management firm in Stratford-upon-Avon providing discretionary and advisory portfolio management to private clients, pensions, charities, trusts, and corporates, distributed directly and via professional advisor referrals.
- Ownership category
- akta.pro rank
Albert E Sharp industry classification
Industry- Product category
- Investment Management and Advisory Stockbroking
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Albert E Sharp is headquartered
LocationHeadquarters
- HQ city
- Stratford-upon-avon
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Albert E Sharp business model
Business model- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Discretionary Investment Management Fees: Management fees charged for discretionary portfolio management where the Investment Manager makes day-to-day investment decisions on behalf of clients. Fees are typically based on a percentage of assets under management (AUM).
- Advisory Stockbroking Fees: Advisory service where the Investment Manager provides advice but clients make final decisions. Due to intensive resources required, a minimum account size of around £1 million is often needed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advisory Stockbroking |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Albert E Sharp product offering
Product offeringCore offering
Albert E Sharp is an FCA-regulated UK investment management firm (LLP) that provides discretionary investment management and advisory stockbroking services to private individuals, families, pension schemes, charities, trusts, and corporate entities. The firm partners with clients on long-term wealth planning through tailored discretionary portfolios, AIM portfolio services, model portfolios, and bespoke mandates, delivered by partner-led investment managers.
Product overview
Albert E Sharp offers two primary service models: Discretionary Investment Management (where Partners take full responsibility for investment decisions) and Advisory Stockbroking (where advice is provided but clients approve transactions). Under discretionary management, clients can access specific service modules including Individual Portfolio Management, ISAs & Junior ISAs, Pensions (SIPPs/SSASs), Offshore Bonds, AIM/IHT portfolios, Corporate Client services, and Charities & Trusts management. All clients benefit from the Client Portal for daily valuations and reporting. The firm also offers two portfolio construction approaches: the Bespoke Portfolio Service for unique, complex requirements and the Model Portfolio Service with pre-built risk-rated portfolios requiring no minimum investment.
Differentiator
Problem solved
Functional benefit
Products and services
- Discretionary Investment Management Discretionary portfolio management service in which Albert E Sharp's investment managers make buy and sell decisions on the client's behalf within an agreed mandate, risk profile, and investment policy. Designed for private individuals, pension schemes, charities, trusts, and corporate clients who delegate ongoing investment decisions to the firm.
- Advisory Stockbroking Advisory dealing service where Albert E Sharp provides stockbroking execution and recommendations, but the client retains final decision-making on transactions. Targeted at investors who want professional execution and ideas without full discretionary authority.
- ISA and Junior ISA Discretionary portfolio management delivered within an Individual Savings Account (ISA) and Junior ISA wrapper, providing clients with tax-efficient annual contributions and capital growth for both adults and children.
- Pensions (SIPPs, SSASs, Corporate) Discretionary investment management for pension vehicles including SIPPs, SSASs, and corporate pension schemes. Provides trustees and scheme members with ongoing portfolio construction, reporting, and governance support.
- Offshore Bonds Discretionary portfolio management held within offshore bond wrappers, used by clients for cross-border tax planning, currency diversification, and estate planning.
- AIM Portfolio Service Specialist discretionary portfolio service focused on UK AIM-listed (Alternative Investment Market) shares, designed to qualify for Business Relief and provide inheritance tax efficiency alongside growth potential. Targeted at HNW investors and advisers seeking IHT-mitigating AIM exposure.
- Charities, Trusts & Corporates Investment Management Bespoke discretionary investment management for charities, trusts, and corporate entities, structured around each client's specific objectives (e.g., income generation, capital preservation) and reporting requirements (e.g., trustee reporting, ESG considerations).
- Bespoke Portfolio Service Fully tailored discretionary portfolio service where investment managers construct a unique mandate aligned to a client's specific objectives, restrictions, and risk profile.
- Model Portfolio Service Multi-asset model portfolios provided by Albert E Sharp as a foundation for client portfolios and offered to professional advisors as a managed solution for their underlying clients.
- Professional Advisor Service A dedicated service for independent financial advisors, accountants, and solicitors that supports joint client relationships through discretionary investment management, model portfolios, and reporting tools available via the firm's client portal.
- Client Portal and Mobile App Online portal and accompanying mobile application that gives clients and their professional advisors secure access to portfolio valuations, transaction history, statements, and reporting.
Quantifiable outcome
- Client assets held in safe custody at regulated third-party custodians
- +1 more outcomes
Companies that use Albert E Sharp
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles5 records
Albert E Sharp technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Albert E Sharp partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Platform Securities LLPcoreIndependent custodian used by Albert E Sharp to hold client assets. Platform Securities is wholly owned by FIS Global, the world's largest global provider dedicated to banking and payments technologies. Both companies are regulated and authorised by the FCA.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Albert E Sharp competitors and assessment
Company assessmentDirect peers
- Brooks Macdonald: UK-listed discretionary fund manager providing bespoke portfolio management and model portfolio services to private clients, charities and advisers — directly comparable DFM proposition with similar GTM via professional adviser referrals.
- Investec Wealth & Investment: Private client investment manager within Investec offering discretionary and advisory portfolio management to HNW individuals, trusts and charities — comparable UK DFM model with similar service modules.
- Rathbones Group: One of the UK's largest discretionary wealth managers offering portfolio management for individuals, charities, trusts and advisers — closely comparable DFM model with similar service modules (ISAs, SIPPs, AIM). Mark Atherton previously established Rathbones' Birmingham office.
- Tilney / Evelyn Partners: UK wealth manager and DFM offering investment management, financial planning and adviser services — comparable full-service proposition to HNW individuals, families, charities and trustees across discretionary and advisory mandates.
- EFG Harris Allday: Regional UK private client investment manager (now part of EFG Private Bank) offering discretionary and advisory portfolio management — Mark Atherton previously held a position here; highly comparable Midlands heritage and client mix.
- Charles Stanley: London-based discretionary wealth manager and stockbroker offering investment management, financial planning and adviser services to private clients, charities and trustees — directly comparable full-service wealth proposition including advisory stockbroking.
- Smith & Williamson (now Evelyn Partners): UK investment manager and professional services firm offering discretionary portfolio management to private clients, trusts and charities — Sasha Parmar previously worked at Smith & Williamson as an investment manager.
- W H Ireland: UK wealth manager and stockbroker offering discretionary and advisory investment management to private clients, charities and corporates — Andrew Lidsey previously headed its Birmingham office; closely comparable regional DFM model.
Broad incumbents
- Brewin Dolphin: Major UK wealth manager offering discretionary investment management, financial planning and adviser services — broader incumbent competitor in the same UK HNW DFM space with similar professional adviser referral channel.
- Quilter: Large UK wealth manager with discretionary fund management, platform and adviser services — broader incumbent serving similar HNW and adviser segments but at materially greater scale; Mark Atherton previously held a role at Quilter.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Albert E Sharp social profiles
Digital presenceAlbert E Sharp compliance and trust
Trust signalCompliance2 records
Albert E Sharp financial estimates
Financial estimateRevenue estimate
Valuation estimate
Albert E Sharp leadership team
Management profileNumber of profiles
Profiles6 records
Albert E Sharp funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Albert E Sharp M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Albert E Sharp
What does Albert E Sharp do?
Albert E Sharp is an FCA-regulated UK investment management firm (LLP) that provides discretionary investment management and advisory stockbroking services to private individuals, families, pension schemes, charities, trusts, and corporate entities. The firm partners with clients on long-term wealth planning through tailored discretionary portfolios, AIM portfolio services, model portfolios, and bespoke mandates, delivered by partner-led investment managers.
Is Albert E Sharp a public or private company?
Albert E Sharp is a private company. It is classified as management employee owned and is currently operating.
When was Albert E Sharp founded?
Albert E Sharp was founded in 1911. It employs 11 to 50 people.
Where is Albert E Sharp based?
Albert E Sharp is headquartered in Stratford-upon-avon, United Kingdom, in the Europe region.
How does Albert E Sharp make money?
Two revenue lines are on record. Discretionary Investment Management Fees are the primary driver. The others are advisory Stockbroking Fees.
Who are Albert E Sharp's main competitors?
Direct peers on record are Brooks Macdonald, Investec Wealth & Investment, Rathbones Group, Tilney / Evelyn Partners, EFG Harris Allday, Charles Stanley, Smith & Williamson (now Evelyn Partners) and W H Ireland. Broad incumbents are Brewin Dolphin and Quilter.
Does Albert E Sharp have an API?
No public API is recorded for Albert E Sharp.
What industry is Albert E Sharp in?
Albert E Sharp's product category is Investment Management and Advisory Stockbroking. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.