Investments designed with you in mind

We offer a personalised investment management service. We take into consideration your personal circumstances and objectives as well as those of your wider family. We will consider your career and business aspirations, lifestyle changes and even the legacy that you would like to leave behind. Using this full understanding of your goals, your time horizon and your circumstances, we will provide an investment solution designed to deliver on performance while balancing your risk preferences.

 

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We are dedicated to making investment decisions which are supported by a clear, robust and repeatable research framework. Our clients depend on us to achieve their objectives. Our philosophy and process are designed to ensure that we do just that.

–Eren Osman, Head of Investment Management and Co-CIO & Gregory Perdon, Co-CIO

Investing with us

You will be matched with a qualified and experienced investment manager who will be your main contact point and direct line into our Investment Committee.

All our Investment Managers sit on our Investment Committee through which we construct and manage our client portfolios. We have no conflicts as a result of “in-house” products, instead, we research the entire fund management universe and invest only in teams and strategies that we believe to be best in class. All investment strategies and portfolio changes are approved at committee level, leveraging our collective experience, promoting active discussion, constructive debate and delivering a robust governance structure.

Transparency is important to us. You will always have direct access to those who make investment decisions on your behalf. Outside of your review meetings, your investment manager will provide financial market and performance updates as well as advice or guidance as required.

Becoming a client

Take control of your financial future today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be delighted to talk about your future.

+44 (0)20 7012 2500

Enquiry Form

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Services of interest

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Our clients typically lodge assets with us or borrow from us over £500,000. This level qualifies clients to enjoy banking services at Arbuthnot Latham without fees.

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Our clients value a highly personal relationship banking service. Commercial customers are usually running businesses with a turnover of greater than £1m per annum.

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Central Banking

Quantitative Easing Explained

Welcome to our four-part series of 'Everything you always wanted to know but never dared to ask about the exciting world of central banking'. A light-hearted story about helicopters, printing presses and money creation.

Plan for tomorrow

Wealth Planning

We take an in-depth look at your business and personal financial needs. We use our expertise to create and implement a flexible plan that is unique to you and designed to help you protect, grow, and pass on your wealth in a tax efficient way.

Are we the bank for you?

Interested in banking with Arbuthnot Latham? Send us an enquiry and we will be more than happy to talk about your future.

Find out more
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Communication & Fees

Long-term, mutually beneficial relationships are forged through the trust and understanding built through constant communication. That starts with your dedicated Senior Investment Manager.

 

Brochure & email subscriptions

Request a brochure, or subscribe to our email updates

DISCLAIMER
This document should be considered a marketing communication for the purposes of the FCA rules. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and it is not subject to any prohibition on dealing ahead of the dissemination of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments and the income from them can fall and rise, and you could get back less than you invest. Past performance is not a reliable indicator of future results. Investment returns may increase or decrease as a result of currency fluctuations.

This document is not directed at, or intended for distribution to or use by any person located in the United States or any other jurisdiction where such distribution or use is prohibited. It may not be distributed to or used by any US Person. The contents of this document are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.

This document is confidential and may not be reproduced, further distributed, or published without prior consent from Arbuthnot Latham & Co., Limited.