Mark Slobom, IFA Harpenden - LGT Vestra win 'Best Balanced Strategy' award

Tuesday 1 May, 2018

Lonsdale Wealth Management has worked with LGT Vestra since 2015 when we launched a new range of Governed Portfolios managed by LGT Vestra in partnership with Lonsdale Services.

Mark Slobom, Chairman of our Investment Policy Committee and member of the Harpenden financial planning team said:

‘We are delighted that LGT Vestra has been awarded a prestigious 'Best Balanced Strategy' for the performance of their Balanced Model Portfolio Service at the Citywire Wealth Manager Investment Performance Awards 2017.  In addition to winning the 'Best Balanced Strategy', LGT Vestra were shortlisted for 'Best Steady Growth Strategy' and 'Best Overall Large Firm'.

Citywire Wealth Manager Investment Performance Awards

The Citywire Wealth Manager Investment Performance 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 on accepting the award: “This highlights the fact that we have maintained our strong outperformance on behalf of our advisers, despite challenging market conditions. We have a robust and proven investment approach and it is gratifying to receive industry recognition of this calibre.”

Mark Slobom, Independent Financial Adviser, IFA, Harpenden, Hertfordshire continued:

 ‘With input from members of the Lonsdale Investment Policy Committee, LGT Vestra dedicate significant resource and investment expertise to the ongoing management of a range of Governed Portfolios for Lonsdale clients.  We are pleased with the performance of the Governed Portfolios that LGT Vestra manage, and we look forward to continuing to work with them in the future to continue to deliver successful outcomes to 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

 

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