AMI has established itself as one of the most forward thinking and innovative financial services distribution companies in the market, this has been achieved by actively seeking out growth opportunities coupled with continuous product development. Our rapid expansion is built upon a core range of principals that include a primary focus on risk, liquidity & underlying investment mandate as with all investments it is essential to understand the risk and the opportunity.
Our culture is one of ambition and progression whilst we focus on delivering a high level of service with proven results. AMI has access to a wealth of expertise both in house and through utilising the resources of the group of companies which make up our carefully selected product range. Founded in 2005 AMI was established to bring together financial services groups that all share a common focus. We do this by carefully selecting investment managers and product providers that meet our strict criteria after we evaluate a range of core competencies. The due diligence process is a key part of the AMI process and business model which helps to determine the true expertise of the companies we work with.
Our comprehensive product range includes investment and currency solutions, retirement/succession planning and specialised wealth solutions designed to minimise tax exposure. Our products serve a range of clients including affluent individuals, Private Banks & Family Offices through to Government pension funds across more than 40 countries worldwide.
Our culture is one of ambition and progression whilst we focus on delivering a high level of service with proven results. AMI has access to a wealth of expertise both in house and through utilising the resources of the group of companies which make up our carefully selected product range. Founded in 2005 AMI was established to bring together financial services groups that all share a common focus. We do this by carefully selecting investment managers and product providers that meet our strict criteria after we evaluate a range of core competencies. The due diligence process is a key part of the AMI process and business model which helps to determine the true expertise of the companies we work with.
Our comprehensive product range includes investment and currency solutions, retirement/succession planning and specialised wealth solutions designed to minimise tax exposure. Our products serve a range of clients including affluent individuals, Private Banks & Family Offices through to Government pension funds across more than 40 countries worldwide.
Chris Macrae | Managing Director
Chris has been in financial services for more than two decades. After an extremely successful career at FPI, Chris founded AMI in 2005 with the vision to create a financial services company connecting professionals and product providers on a global scale. AMI now work alongside fund groups, investment platforms, trustees and more, providing a range of solutions to professional investors and advisors alike. Chris has a wealth of knowledge and experience in all markets and is a key resource for many within our network. chris@ami-fp.com |
Thomas Blount | Business Development
Thomas has over 10 years experience in the financial services sector. Starting as a protection advisor in the UK, Thomas joined AMI in 2011 and flourished in the role. From experience with AMI, Thomas now specialises in UK property investments with a knowledge of all real estate sectors. Thomas is at the core of the AMI sales team creating opportunities and even bespoke offerings for institutional clients, advisors & professionals in European, LATAM & Russian markets. tom@ami-fp.com |
Claire Freeman | Office Manager After 24 years at HSBC as a Premier Relationship Manager, Claire joined AMI in 2014 heading up the administration team. Responsibilities include liaison across the fund suite and platforms/bonds maintaining key relationships with the admin teams of our product providers and overseeing in-house and outsourced administration. Claire is always the first introduction to newly onboarded advisors and has a great understand of what is required by different jurisdictions and providers. claire@ami-fp.com |