Lord North Street Limited  

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Lord North Street Limited is a Private Investment Office based in London. We design and implement investment strategies for very wealthy families and charities using best-of-breed fund managers.

We believe that the best solutions for clients will be obtained in a
company with no financial incentive to favour any asset class or fund manager. Our fee structure reinforces our independence and ensures that we sit on the same side of the negotiating table as our clients - we have
no in-house products to sell.

We manage our clients' multi-generational wealth. This includes personal asset allocation and wealth structuring as well as the selection of
managers, custodians and other service providers.

We provide discretionary management of the funds and implement the investment choices. We take responsibility for investment performance.

Founded in 2000, Lord North Street is owned by its directors.

 

Lord North Street Limited is authorised and regulated by the Financial Services Authority
     
     
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

Independent Investment Advice

 

What is independent investment advice?

 

Independent investment advice is investment advice which is free from bias or conflicts of interest. If investment advice, if such advice is implemented leads to an increase in revenue to the firm or person giving such advice then it is not independent investment advice. Independent investment advice should also be provided by firms which do not have any incentive to favour any one fund manager over another in giving such independent investment advice.

 

Providers of independent investment advice should not obtain any trails or commissions or any other form of remuneration other than an agreed fee from the client. In theory, performance fees negotiated with the investment advisor undermine the giving of independent investment advice as they favour the more volatile asset classes.

 

Many fund managers claim to give independent investment advice but whether they so give independent investment advice should be ascertained using the above test for independent investment advice.