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Investment Management
In today’s fast-paced financial landscape, many individuals lack the time and knowledge needed for active investment management. Yet, securing a promising financial future requires a careful integration of an investment portfolio tailored to help achieve personal financial goals. Understanding this, our investment management experts are dedicated to helping you maximise your financial potential.
Tailored Investment Management Services
At Lowes, we do not subscribe to a "one size fits all" investment approach. Each client’s risk parameters and objectives are considered, enabling us to maximise returns while minimising volatility. Our investment management philosophy centres on ensuring that your portfolio adapts continuously to meet your financial objectives. While always mindful of risk, we refuse to shoe-horn clients into a particular model portfolio based purely on their score with a risk questionnaire.
Expertise and Personalised Attention
With an investment management team utilising a wealth of expertise built over our 50+ year history, and constant contact with a variety of fund managers and investment providers, we are able to apply an acute eye for detail when analysing investments.
Our team of investment professionals never lose sight of the position of trust we are being placed in, and remain committed to analysing and continually monitoring all investments that are currently available, regardless of whether they form part of our clients’ portfolios. Such observations ensure that all investments we offer and advise upon are wholly considered to be the best possible investment options for every individual client.
Continuous Research and Innovation
A significant amount of resource is dedicated to researching investment models and to ascertain whether they compare to our existing model portfolios, how they could be utilised to improve our investment offering and whether such investments are applicable to our clients. One area we are recognised experts in is structured products. Over the years we have demonstrated an ability to identify and avoid problems in advance, as well as finding exceptional structured solutions.
Risk Management
While no investment is risk free and even the lowest risk investment carries the potential of total loss in the most extreme circumstances, risk will always be discussed with clients before any investment is made.
Capital at risk. The value of investments can fall as well as rise. You may get back less than you invested.
Request a Callback
To arrange a free, no obligation consultation or a call back from your Adviser, please complete your details and we will get back to you at the earliest possible opportunity. Alternatively contact us via:
0191 281 8811
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