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About us
Who we are
Lulworth Investment Partners was founded to improve client outcomes in response to a changing global and industry environment. We combine personalised client service with a modern, thoughtful investment approach that is not constrained by outdated models or assumptions. The firm was founded by Harry Sevier, a highly experienced Investment Manager and former Partner and Investment Director of Ruffer LLP. He is supported by a team and Board of Directors led by Jane Tufnell, who brings over three decades of industry experience, alongside specialist expertise to support clients and portfolios.
Without the legacy issues that can hold-back large incumbent firms, we are doing things differently:
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We care deeply about what matters most to clients; generating real, not relative returns.
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Account opening is painless and paperless.
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Reporting is fully transparent and understandable.
Investment Approach
We build highly diversified portfolios using the full spectrum of global asset classes. Our differentiated approach to portfolio construction is designed to deliver long-term capital growth in real terms (after inflation), while carefully managing the risk of permanent capital loss.
Crucially, we recognise that clients have different financial objectives, goals and time horizons. We therefore design portfolios around these requirements, aiming to generate returns that make a meaningful difference.
Client Service
At a time of industry consolidation and change, clients can often feel more like a number than an individual. We do not believe in a one-size-fits-all approach to client service and are committed to delivering both exceptional service and strong investment performance.
We combine traditional, on-demand and personalised support with an intuitive online portal and mobile app. Whether you prefer detailed reporting or a simpler overview, we tailor our service to suit you.
Board of Directors
Harry Sevier
Head of Investment,
Executive Director
Harry is the founder of Lulworth Investment Partners and leads the Investment Committee. He has extensive experience, having managed the Lulworth strategy at P1 Investment Services and before that, he was a Director and Partner at Ruffer LLP, joining in 2008. He is a CISI award-winner for investment analysis and has achieved Chartered FCSI status.
Ross McPhail
Head of Operations,
Executive Director
Ross manages the firm's Operations and Compliance function. Before joining Lulworth, he was an Executive Director at Hundle & Partners, before which he held positions at Ruffer LLP and Adam & Company. In addition to holding CISI qualifications in compliance and financial crime, Ross is a trained financial analyst and CFA Charterholder.
Jane Tufnell
Chairman,
Non-Executive Director
Jane brings over three decades of senior investment and board-level experience to the business. After County Natwest and Rathbones, she co-founded Ruffer LLP and more recently has been on the Board of the Schroders Global Innovation Trust, ICG Enterprise Trust and Aberforth Geared Value & Income Trust.
Phil Morris
Investor Director,
Non-Executive Director
Phil has held a variety of leadership and investment roles over a 30-year career. He was previously a Partner at Ruffer LLP, where he chaired the firm’s Portfolio Construction Committee and managed investments for families and funds. Prior to this, Phil was the Chief Investment Officer at Barclays Private Bank.
Where to find us
Location
Lulworth Investment Partners
Temple Chambers
3-7 Temple Avenue
London
EC4Y 0DT
We are a short walk away from several of the London Underground stations: Temple, Blackfriars and St. Paul's.
The main entrance to our building is opposite the T-Junction between Tallis Street and Temple Avenue.
Contact details
Telephone: 020 8050 2267
Email: info@lulworthinvest.com