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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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Wealth Management Wealth management for Lord North Street ’s Private Investment Office clients means providing clients with a long-term strategy based on personalized and individual asset allocation. Whether as an individual, or a trustee of a charity or a pension fund, each will need independent expert investment advice that seeks the optimal design of individual asset allocation for each client, based on expert advice that is unbiased and whose sole objective is to obtain the best risk adjusted return on their behalf. Wealth management also means careful planning and cooperation with other disciplines, such as wealth management focused lawyers and accountants and other experts in their fields. The objective is to maximize the post tax return on equity for the client. Lord North Street , in its role as the private investment office of its wealth management clients acts as expert agents of wealth in implementing their wishes and objectives and as stewards of their wealth in overseeing their investment affairs. As stewards of wealth 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 then refine and adapt the investment strategy to suit their individual asset allocation requirements. |