Since 2015, the Lonsdale Wealth Management’s range of Governed Portfolios has been managed by LGT Vestra in partnership with Lonsdale Services.
LGT Vestra has been awarded the prestigious 'Best Cautious Strategy' and 'Best Large Firm' at the Citywire Investment Performance Awards 2018. In addition to winning the 'Best Cautious Strategy' and 'Best Large Firm', LGT Vestra were shortlisted for a further two awards: 'Best Balanced Strategy' and 'Best Growth Strategy.'
According to Citywire, ‘the awards are given to Investment Managers who deliver consistently great performance for their clients. The performance of all entrants is analysed by performance research firm Asset Risk Consultants (ARC) whose analysis is strictly quantitative and highly respected.’
Tony Allan, Partner and Head of Business Development at LGT Vestra, said:
‘2018 marks ten years since LGT Vestra's inception and, as a founding Partner of the firm, it is both humbling and gratifying that we are now able to celebrate 'Best Large Firm' and 'Best Cautious Strategy' in conjunction with our ten year anniversary. Winning these awards is a testament to not only our robust and proven investment process, but also the hard work and expertise of our MPS Investment Management team. Their innovative approach, combined with a rigorous research capability, ensures that our strong performance is maintained on behalf of our advisers. We are incredibly proud to have received industry recognition of this calibre, and grateful that we are able to share this with our IFAs who have supported us. Thank you to you all for the trust and support you have shown us over the years.’
Mark Slobom, Chairman of our Investment Policy Committee and member of the Harpenden financial planning team said:
‘We are pleased for LGT Vestra who have been awarded the ‘Best Cautious Strategy' and 'Best Large Firm' at the Citywire Investment Performance Awards 2018. This follows their success last year at the 2017 Citywire Wealth Manager Investment Performance Awards when LGT Vestra was awarded 'Best Balanced Strategy' for the performance of their Balanced Model Portfolio Service. LGT Vestra dedicate significant resource and investment expertise to the ongoing management of a range of Governed Portfolios for Lonsdale clients. The team at LGT Vestra work with several financial advisers from our Lonsdale Investment Policy Committee. The performance of the Lonsdale Wealth Management Governed Portfolio range of funds continues to be good, and we look forward to working with the LGT Vestra team in the future to continue providing excellent performance for our clients.’
(Please note: The value of an investment and the income from it could go down as well as up.)
For more information read: Lonsdale Wealth Management to partner with Vestra Wealth, Interview Mark Slobom – Our Investment Policy Committee, Mark Slobom, IFA Harpenden - LGT Vestra win 'Best Balanced Strategy' Citywire 2017 award