Alvia Asset Partners
Nathan Robertson is an experienced finance professional currently serving as the Chief Executive Officer at Alvia Asset Partners since June 2023, where the focus is on investment management for a variety of clients, including family offices and charities. Prior experience includes a role as Director and National Account Manager at UBS from January 2018 to May 2023, responsible for the growth of the wholesale business and managing key asset consultant relationships. Robertson also worked as a Business Development Manager and Investment Specialist at Colonial First State from August 2011 to December 2017, overseeing the distribution of investment capabilities and representing various global investment managers. Beginning a career with the Commonwealth Bank as a Financial Adviser from August 2004 to August 2011, Robertson provided strategic financial advice while combining a background in banking and finance. Nathan Robertson holds a Bachelor of Business from Queensland University of Technology and several relevant professional qualifications.
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Alvia Asset Partners
Alvia Asset Partners is an Investment Manager for family offices, high net-worth families, wealth management firms, charities and other for-purpose organisations. Family office investment management lends itself to patient capital in search of long-term quality businesses unconstrained by traditional barriers such as geographies, sectors, benchmarks or asset class, regardless of whether they are privately owned or publicly listed. Each investment is assessed on its own merit without regard for arbitrary restrictions imposed by traditional asset managers. Our investment philosophy focuses on the principles of capital preservation and sustainable, long-term absolute return investing. This philosophy is consistently applied for both private and public markets. Alvia offers the full breadth of asset classes in listed markets, whilst complementing this with private investment opportunities sourced through our extensive network. Alignment with our clients is critical to our service and therefore the partners and employees of Alvia are always “first money in” investing alongside our clients in all opportunities. We have a reputation for genuinely listening to our clients and providing them with a team of specialised experts who are authentic, passionate and respectful. As stewards of our clients capital, our priority is to provide a trusted long-term partnership of quality investment management, radical transparency and truly aligned interests.