Lothbury Portolio Services

At Lothbury Pendil, we provide an advisory portfolio service. This means that we consult with you before we implement any changes to your portfolio.

In our advisory capacity, we will recommend a portfolio of funds which invest in different asset classes to meet your agreed risk-and-return targets. Each fund manager will run a portion of your portfolio in their specialist sector in line with their fund’s investment objectives.

With the use of psychometric tests and our meetings with you, we will agree the level of risk to your capital you are willing to experience and still have a long-term outlook. Once your risk tolerance and capacity to loss is established we will recommend a portfolio that that aims to match that profile in the most efficient way, known as the efficient frontier.

portfolio-services-brochure