Private wealth


Setting a good investment strategy and picking the right funds is fundamental for wealth managers and advisers to be able to deliver better outcomes for their clients.

We work with private wealth managers to build portfolios, and select the best fund managers to deliver for their clients. Our advice is supported by a wealth of research and experience gained from advising institutional investors, so we can bring ideas and new thinking from the institutional investing world to benefit private wealth managers and their clients.

Technology is at the heart of our advice and we are also able to create bespoke technology solutions for clients, whether that is integrating our systems with existing technology or developing new technology to help our clients work more efficiently.

How we can help

We have experience helping clients implement risk-controlled investment strategies that have delivered strong returns. Our breadth of research ensures that our clients can access the right asset class and investments based on their objectives and constraints.

With equity markets at relative highs and bond yields at all-time lows, we have helped our client’s investment strategies through diversification into alternative asset classes.

As people live longer, the decumulation phase of individuals lengthens and having a sound decumulation strategy is paramount. We leverage the knowledge and experience from our pensions practice that have implemented effective decumulation strategies for DC members.

Our expertise in selecting managers is backed up by our global research covering a wide array of asset classes and investment styles. In addition to our proprietary research, we are supported by our global network of research partners, GIRA.

Some ways in which we can help include:

  • Risk analysis of funds and portfolios;
  • Independent fund manager selection and review;
  • Advice around bringing investment strategies together to deliver client outcomes such as drawdown;
  • We can also advise on bringing new investment strategies into the retail space such as private markets.

We use cutting-edge technology that enables us to help you make better decisions in less time. Our advice is supported by our innovative technology, such as LCP Horizon, our one-stop solution to help our clients manage Defined Contribution pension scheme, or LCP SpotLight, our real-time market monitoring tool. Our LCP Wealth Drawdown tool is designed to help advisers explore the impact of charges and other factors on their pension in drawdown.

In an industry which comes under increasing pressure to lower fees, we play our part in helping by ensuring we negotiate on behalf of our clients to find cost effective fund managers. Take a look at our fee survey to read more about the range of fees that institutional investors pay investment managers across different asset classes.

As responsible investment and Environmental, Social and Governance (ESG) issues become increasingly important to our clients, we help them understand which investment managers are ‘best in class’ through our research programme which includes industry-wide initiatives.  

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How we can help

We help central banks design and implement investment strategies to get the most out of their reserves in a risk-controlled manner. 

We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.

We help our clients to maintain a competitive edge by improving their investment strategies, generating extra returns in a risk-controlled way.

LCP Horizon is a one stop solution to meet your governance, communications and investment needs; enabling you to take effective, measurable actions to help your members.

We can help you easily evaluate how well your strategy and managers are working, in real-time, with LCP SpotLight.

The LCP Wealth Drawdown tool is designed to help advisers explore the impact of charges and other factors on your pension in drawdown.

Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.  

Every sovereign wealth fund has its own unique circumstances and challenges. As an independent consultancy, we’re not linked to any asset manager and we don’t sell investment products.

Get in touch.

If you would like to know more about our services and how we can help you with investment get in touch.

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