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Private Investment Office Independent Investment Advice Investment Management Talent Trustees Investment Responsibilities Agents of Wealth Management and Stewards of Wealth Management Wealth Management Wealth Preservation and Stewardship Concentrated Family Stock Position Family Office Investments Family Philanthropy Multi-client Family Office Charity Investments Bespoke Fund of Funds Manager of Fund Managers Monitoring Fund Managers Discretionary Management Manager Selection Asset Monitoring Individual Asset Allocation Tactical Asset Allocation Research |
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Agents of Wealth Management and Stewards of Wealth Management Lord North Street in its role as your Private Investment Office acts as agents of wealth management in getting the best out of the investment industry on your behalf. Lord North Street seeks the optimal design of individual asset allocation for each client. Providing independent investment advice Lord North Street implements the chosen investment solution acting as the agent of wealth management for families who want their investment affairs managed by a professional and independent investment adviser who sits on their side of the table acts entirely in their interests as their wealth management agent. Having defined the individual asset allocation as a wealth management project, Lord North Street , in its capacity as the client’s private investment office, acts as a steward of wealth management to oversee the performance of the investment managers and monitor their performance individually. As stewards of wealth management for clients, whether as an individual, or a trustee of a charity or a pension fund, we act on their behalf to measure the risk adjusted returns and the refine and adapt the investment strategy to suit their individual asset allocation requirements. |