What We Do
LIO provides advice across the complete cycle of Investment Management. From objectives setting, through portfolio formation, the process of external manager selection, through to performance and risk oversight and review, the LIO can help you understand best practice, and how to get from where you are, to where you would like to be.
LIO also welcomes general, philosophical discussions about investing and financial markets, for any size of investor. We have acted for clients ranging from £1 million, to £20 billion. Our asset manager relationships manage amounts varying from $250 million to over $4 trillion.
What are your objectives and why? What could de-rail your strategy and what can you do to mitigate this?