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Direct access
We look after a select and limited group of clients in order to deliver high levels of service and direct access. Clients have a 1-1 relationship with their investment manager, who will take a proactive approach in building and managing the portfolio.
Actively managed
We believe risk and the diversification from different asset classes changes over time. We adopt an unconstrained and actively managed approach that is less tied to the direction of markets or peer-group benchmarks. Portfolios are constantly monitored and adjusted, ensuring they remain appropriately positioned as market conditions evolve.
Bespoke service
We understand clients have different financial objectives, attitudes to risk and time-horizons. In addition to portfolios that are built around these requirements, we offer a personal approach to client service and adapt our communication to suit your experience and circumstances.
Private clients & families
We selectively partner with private clients and families to manage investment portfolios tailored to their needs and objectives, held across General Investment Accounts, ISAs, SIPPs and trusts. In addition to portfolio management, we provide a series of additional services to help clients make confident, well-informed financial decisions and plan for the future.
Charities & Companies
We understand the importance of ensuring that your reserves are managed in line with your broader purpose and objectives. We offer both a cash reserve management facility and a bespoke portfolio service that seeks to preserve and grow capital, while also being aligned with your investment policy statement and any ethical requirements.
Advisers
As an adviser, your more complex clients may need tailored discretionary solutions. We manage portfolios on your behalf, providing clear and consistent communication throughout.
To be a true servant and trusted steward of your capital, we seek to listen as much as we talk.
Fees that are truly aligned to your objectives
We charge a competitive, tiered annual management fee, which is based on the size of the portfolio. All management fees are 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 among clients in the industry is the onesided nature of fees charged by investment managers. The perception is that firms do not feel the same impact as clients during periods of disappointing portfolio performance. The Lulworth portfolios seek to address this through an innovative fee structure. If portfolios do not deliver the investment objective 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.