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

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.