LCAM Portfolio Management Service
LCAM Wealth Management is a personalised, adaptable portfolio management service for clients with £250,000 or more to invest. You will have a dedicated Investment Manager, and direct access to our Client Services team.
The service consists of:
• Entry level of £250,000 or currency equivalent
• Active and Passive investment strategies
• A dedicated Investment Manager and Shadow Manager
• Direct access to our Client Services team
• Onshore or offshore custody
• Quarterly or six-monthly reporting
• Transaction reporting
• Tax pack at financial year end
• Regular meetings with your Investment Manager
• Online valuations