Friday, December 20, 2024

Membership options

London & Capital (L&C) is an independently-owned wealth and asset manager creating investment solutions that meet clients’ needs. Established in 1986, we have £3.9 billion (as at December 2019) of assets under management. Our investment teams create tailor-made portfolios designed to perform when it matters most. It’s a highly sophisticated process driven by multi-asset investing, open architecture and an obsession to preserve our clients’ wealth.

Our adviser-led asset management service is a full end-to-end proposition, from identifying client objectives and risk appetite to designing a framework, portfolio construction and management, to ongoing monitoring and reporting. We can even help you with finding a custodian. L&C manage over USD1 billion on behalf of captive insurers, reinsurers and supranational organisations.

Advisor led

Other asset managers tend to focus solely on the investment aspect of portfolio construction. Our objective is to integrate into your investment making decisions providing advice and assurance throughout the investment process. Our first-hand experience of the insurance industry as investment consultants, insurance managers and in-house chief investment officers means we have a well-rounded understanding of insurers’ investment needs.

Asset management

Being specialist rather than generalist helps us manage your portfolio as it means advice is based on a forensic understanding of your needs rather than the ‘off the peg’ service offered by many larger asset managers. We focus on capital preservation, only taking risk where that risk is adequately compensated.

Consolidated reporting

At the back-end we provide a reporting system that will take care of your investment accounting, compliance and portfolio reporting, annual audits and risk analytics. It is available online so you can access it from anywhere with an internet connection.


KEY CONTACTS

CHRIS DALZIEL

Executive Direct

chris.dalziel@londonandcapital.com

Kate MILLER

Partner & Head of Institutional Business

kate.miller@londonandcapital.com

SHADRACK KWASA

Executive Director

shadrack.kwasa@londonandcapital.com

DARREN TREASURE

Executive Director & Head of Caribbean Office

darren.treasure@londonandcapital.com


LONDON & CAPITAL ON THE GLOBAL CAPTIVE PODCAST