Part of the P1 Investment Services team and network. We operate a range of distinctive investment portfolios with a common aim of growing capital in real terms through time. The Lulworth portfolio strategy is managed by Harry Sevier, a former Partner and Investment Director of Ruffer LLP. Harry Sevier is supported by the P1 team with decades of industry experience as well as specific specialisms to support clients and portfolios. 

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Without the legacy issues that can hold-back large incumbent firms, we are doing things differently:

• Account opening is painless and paperless. 

• Reporting is fully transparent and understandable.

• We care deeply about what matters most to clients; generating real, not relative returns.      

We build investment portfolios using the full spectrum of global asset classes, aiming to provide our clients with both stability and growth. We believe capital preservation is key to delivering long-term capital growth and our aim is to make money in real terms (after inflation), whilst also managing the risk of permanent capital loss. 

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Crucially, we understand that clients have different financial objectives, goals, and time-horizons. We therefore build portfolios around these requirements in order to generate investment returns that make a real difference to clients. 

 

More information on how we invest. 

At a time of industry consolidation and change, clients can often end up feeling more like a number than a real person. We believe there is no such thing as a 'one size fits all' approach to client service and strive to deliver both exceptional client service and performance to all clients.

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We aim to offer a blend of traditional, on-demand and personalised service along with a highly intuitive online portal, powered by P1's industry-leading technology. Whether you like detailed information or to keep things simple, we deliver the service you want. 

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More information on our services.