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 welcomes strategic discussions regarding investing and financial markets for a wide range of client sizes and types. We have advised clients with assets ranging from £1 million to £80 billion.
A guide to the cycle of investment management for professional investors: