Services to Wealth Managers
LAM provides discretionary and advisory investment management services to the clients of Professional Advisers and Wealth Managers. We work closely with these advisers to ensure that portfolios are tailored to meet their clients’ requirements.
LAM also provides a customised Model Portfolio Service (MPS) for Wealth Managers. We work closely with an adviser to construct an MPS that is best suited to their client profiles and that meets their firm’s requirements. Regular investment meetings are held with the adviser to ensure good communication and ongoing appropriateness of the service.
I have worked with Melissa and Paul for most of the last decade, using their discretionary and advisory services to good effect for a wide range of clients as well as personally and for other family members. Melissa and Paul’s years of investment industry experience, including time in the private client division of a major investment bank, and here at LAM, have made them realise just how much value clients and their advisers place on a truly bespoke portfolio service and a sensible and competitive charging structure. My experience of these two services is that they deliver emphatically on both counts and I have no hesitation in recommending them.
Having worked alongside Melissa and Paul and used their Longley Asset Management Model Portfolio Service for several years, I would highly recommend their investment service to any professional adviser or client looking for a discretionary managed portfolio approach without the fees that come with a bespoke offering.
Melissa and Paul use the many years of investment management experience they have to good effect and are professional and diligent in their approach. As an independent company that is not tied to any one bank or financial institution, they are able to make unbiased investment decisions with complete transparency on fees, asset allocation and fund selection backed up with their thought process and research.
I have recommended many of my clients, family and friends to use their services, including my own investment portfolio, and will continue to do so.