LPW Investment Philosophy

LPW MODEL FOR INVESTING:


a model based not on speculation but on detailed quantitative measurements of financial markets and those attempting to outsmart it. Decades of research guide the way.

It is our task to guide clients through the myriad jargon, sales information and 6000+ investment funds registered in the UK alone. Experience has taught us that even by using sophisticated tools, we can’t predict the future, yet fund managers and investment providers often conjure up elaborate investment processes mainly to generate sales. When markets then do the ‘obviously unexpected’, they ultimately fail their clients.

The mission of London Private Wealth is to deliver the performance of financial markets, increase returns and lower risk through state-of-the-art portfolio design and asset allocation. Our investment strategy is not based on speculation but on detailed quantitative measurements of financial markets and those attempting to outsmart it. It’s a model based on decades of research.

MARKETS BUILD WEALTH

At London Private Wealth we acknowledge that world economies and their markets are extremely unpredictable and that generating consistent returns is extremely difficult. This fact forms the foundation of our philosophy. Our investment management techniques have been shown to optimise returns whilst minimising risks. We monitor fund managers and will replace or remove them without hesitation if they are found complacent or generating average results. We will question the status quo without fail and implement the necessary steps to ensure long-term financial progress.

 We do:

* Minimize the costs associated with the investment process

* Ensure transparent flow of dividends and income back to an investor’s portfolio

* Detailed investor risk-profile analysis

* Diversify through active asset allocation

* Make use of active and passive investment vehicles

* Take a long term view

*Involve and engage our clients in the process

We don’t:

* Select individual stocks

* Take market, sector punts or attempt market timing

* Use fund managers who charge expensive fees, but who are unable to out-perform the market against which they compete