The Mutual Advantage
We are structured so the value generated by the business stays with the people who earn it — the advisers who bring clients, and the clients who bring capital.
A new standard for the profession.
We are structured so the value generated by the business stays with the people who earn it — the advisers who bring clients, and the clients who bring capital.
Client interests sit above organisational self-interest by legal mandate — not by marketing language. How we are built, not how we are positioned.
When the business wins, advisers and clients win with it. The incentives aren't stated — they're in the architecture. A different shape of firm, by design.
Our investment process is disciplined, evidence-led and built for the long term. Three ideas shape every decision.
A deep understanding of why markets are moving so we remain invested — not what we should do about it in the short term.
Low-cost core exposure with selective use of active management where the odds of net outperformance are most credible.
Global asset allocation with meaningful positions in quality funds. We don't buy the whole market; we buy the best of it.
A modern take on mutuality — a structure that puts advisers and clients at the centre of the firm, not at the end of its supply chain.
Named for William Allen, founding creator of the first mutual society — a reminder that shared ownership is not a new idea, only a neglected one.
Modallen. A firm built so the value generated stays with the people who earn it.
Wealth, shared.
Ensuring value is shared with those who have earned it.
Launching to UK advisers in 2027