Private clients & families
For private clients and families, we manage a range of investment portfolios that can help meet your financial objectives and requirements. Portfolios can be in General Investment Accounts (GIAs), family trusts, ISAs and SIPPs. Where there is a desire to gift money to younger generations, we can also setup bare trusts and junior ISAs.
Charities
We understand the importance of ensuring that a charity's reserves are managed in line with its broader purpose and objectives. For a charity with over £1million of investible capital, we can build a bespoke portfolio that seeks to preserve and grow capital whilst also aligning to your investment policy statement and ethical requirements.
Advisors
For complex clients or those who want access to our discretionary or bespoke service (see below), we will gladly manage individual or family portfolios and keep you informed every step of the way. We also offer a Model Portfolio Service for advisors, available on most major platforms.
To be a true servant and trusted steward of your capital, we seek to listen as much as we talk.
Direct access
Clients have direct access to their highly experienced investment manager, who will take a proactive approach in overseeing the portfolio and ensuring it stays appropriately positioned as the economic and market landscape evolves.
Actively managed portfolios
We believe risk and the diversifying properties of different asset classes changes over time. As such, we adopt an unconstrained and actively managed approach that is less tied to the direction of markets or peer-group benchmarks.
Bespoke service
We understand clients have different financial objectives, attitudes to risk and time-horizons. We can build portfolios around these requirements. We also offer a non-managed portfolio service for clients wishing to consolidate their existing holdings in one place.
Financial coaching
We offer financial healthchecks and coaching to make your money work harder or to meet specific goals.
Private office network
Introductions to our trusted network of professional service providers. Whether you need a will, pension consolidation or mortgage advice, we can connect you with the right team based on your circumstances.
Consultancy
If you are looking to appoint multiple investment managers, we can help with drafting RFPs, investment policy statements, ethical restrictions, as well as benchmark and investment manager selection.
Fees that are truly aligned to your objectives
We charge a competitive, tiered annual management fee which is dependent on the size of the portfolio. All management fees will be applied pro-rata to assets under management on a quarterly basis, with direct family members able to link accounts to benefit from the tiered fee structure.
One of the common causes of frustration amongst clients in the industry is the one-sided nature of fees charged by investment managers. The perception is that firms do not feel the same pain as clients during periods of disappointing portfolio performance. The Lulworth portfolios seeks to address this with an innovative fee structure; if portfolios do not deliver a positive return over the mandated time-horizon, we discount our fees.
To find out more about our service and fees, please contact us to arrange a meeting.