Wealth Management
Our team has over half a century of experience dealing with private clients. We combine our traditional values with state-of-the-art technology to provide our clients with levels of personal service which are becoming increasingly rare in the current market place.
We provide the following Private Client Products & Services:
- Advisory Portfolio Management
- Advisory & Execution Only brokerage
- Charities
- Government & Corporate Bonds
- Multi-Manager Fund Range & Mutual Fund Research
- Custody & Nominee Services
- Offshore Funds and Offshore Portfolio Bonds
- SIPPs
- Investment Trusts & Unit Trusts
- ISAs (Self-Select)
- Trust, Tax and Estate Planning Solutions
The overriding principle which drives our team is true operational independence. We will not accept institutional clients, or become market-makers, or set up our own unit trusts, or engage in corporate finance and we do not trade on our own account.
We have access to comprehensive, real time, global investment research from more than 700 providers, including research on more than 6,000 collective investments with rankings, asset allocation and selection tools. Our resources extend to access to sophisticated analytical and risk management tools, on-line account applications and administration tools, UK and international tax information and technical publications.
Contact:
Panos Simou
Direct Dial: 01489 864 105
Direct Fax: 01489 864 103
Direct Email: wmd@lawcomm.co.uk
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The information on this page is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation. Opinions constitute our judgement as of this date and are subject to change without warning. The officers and employees of this firm, as well as its agents, may have positions in any securities mentioned herein. Past performance is not necessarily a guide to future performance as the value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment. |
