Lord North Street Limited- Investment Office- Tactical Asset Allocation Research

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

Tactical Asset Allocation Research

Lord North Street is active in tactical asset allocation research. Tactical asset allocation research underpins the recommendations made for clients on a bespoke basis. Our tactical asset allocation research has looked carefully at the impact of maintaining a constant equity exposure in dummy portfolios as compared to portfolios where asset class percentages are varied. While we do not believe in market timing, we have seen substantial out performance from our tactical asset allocation recommendations and maintain a high level of tactical asset allocation research in all our investment work.

Tactical asset allocation research demonstrates the value to families of monitoring their investment closely and adjusting their asset allocation tactically in an informed and pertinent manner. Lord North Street is a leader in tactical asset allocation research and our clients have significantly benefited from the conclusions of our tactical asset allocation research.