Investment Management

How do we manage your portfolios?

Unlike a lot of financial planning companies, we have an in-house investment management division which provides the highest standards of independent investment management. In practical terms, this means that your financial advisor is able to work alongside experienced investment managers to ensure that your portfolio is well thought out and in line with your personal circumstances.

Our objective is to increase your wealth by managing your portfolios with an ‘absolute return’ mentality and an active approach to asset allocation.

To view our quarterly investment updates, please click here.

 

 

 

 

JLT Investment Management Limited supports the introduction of the UK Stewardship Code.

JLT Investment Management Limited seeks to apply the Stewardship Code primarily through its arrangements with external asset managers in accordance with the individual client mandates.

JLT Investment Management Limited does not directly control the majority of its equity shareholdings but reviews the policies and activities of its asset managers to monitor their compliance with the code

For details of JLT Investment Management Limited's Pillar 3 ICAAP disclosure, please click here.

For details of JLT Investment Management Limited's Pillar 3 disclosure - Remuneration Addendum, please click here.