Asset Management

Longley Asset Management Limited (LAM) is an independent investment management firm located in London, United Kingdom. The firm was established by Melissa Longley, the firm’s Chief Executive, in early 2004, and received its authorisation from the Financial Services Authority (FSA) in July that year.

Melissa has been managing investors’ portfolios for over 20 years at major international investment firms. Client portfolios will reflect investors’ overall individual objectives which may include a particular time horizon and risk tolerance levels. Depending upon the particular investment goals, portfolios may include exposure to commodities, precious metals and currencies in addition to equities and bonds. Where investors have an income objective, LAM may utilise conservative derivative strategies such as covered call writing in order to enhance the portfolio’s yield.

Various sources of independent research, including Argus, Fuller Money and Fat Prophets, complement Longley Asset Management’s in-house expertise, and we monitor a universe of global equities, Exchange Traded Funds (ETFs) and Collective Investment Schemes (CISs). LAM combines economic and fundamental research with technical analysis.

Consultancy

LAM provides consultancy services to firms that require specialist investment and/or regulatory expertise. These relationships can be ongoing or set for a particular time period.

Fees

Assets placed under mandate will be subject to a management fee, due quarterly in arrears, and to low transaction charges. Full fees are disclosed to customers of Longley Asset Management in the customer agreement. Consultancy fees are agreed on an individual basis.

Authorised and regulated by the Financial Services Authority