Jacqueline Crawley

LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning.

Provides investment advice

Provides investment advice

FPIM is a growth-oriented manager that uses in-house and external research. The firm's investment policy committee meets with senior research analysts to discuss global events and macroeconomics. This sets the context for the asset allocation models. The models are the starting point for customized portfolios constructed from securities in five regularly-updated 'Select Lists': the UK equity, UK fixed-income, US equity, US fixed-income, and the Global equity list. The select lists are compiled by senior research and investment managers utilizing a top-down investment approach. It invests across all market caps with the bulk of its assets allocated to UK and European large- and giant-caps. Each list typically contains a series of cornerstone securities as well as a number of more transient ones expected to grow wealth over the long-term.