Portfolio Analysis and Assessment
Conducting a thorough analysis of current investment portfolios.
1
Customised Investment Strategies
Creating personalised investment strategies.
2
Risk Assessment and Management
Minimising tax liabilities and structuring assets for efficient transfer.
3
Asset
Allocation
Identifying and mitigating potential financial risks.
4
Performance Monitoring and Reporting
Continuously monitoring investment performance and providing regular updates and reports.
5
Market Research and Trends Analysis
Conducting in-depth research on market trends and adjusting investment strategies accordingly.
6
You gain access to support and resources, allowing you to deliver innovative, value-driven investment solutions to your clients.
Enhance Client Offerings with Managed Accounts and MDA Solutions
Tailored Investment Strategies with Expert Support
Key features include:
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Collaborate with a Dedicated Sub-Committee for Optimal Fund Selection
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Design Portfolios that Reflect Your Values and Competitive Edge
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Customise Your Risk Models and Performance Tracking
Dane
"The transition to Lifestyle was done with ease. Since joining Lifestyle I feel like I can get on with my business, and if I need help the team is only a call away."
Michael S.
"Lifestyle provide me with the freedom to work independently, but I know they are only a phone call away when I need help putting together my advice, great place to belong to."
Shaun
LAM is a very easy licensee to deal with, no continual over burdening of compliance (as opposed to our previous licence – who wanted us to spend more time on compliance than servicing our clients), coupled with a great team always available for assistance. I have found the whole experience to be excellent and it has certainly exceeded my expectations. I would definitely recommend LAM to other advisers, particularly those advisers aligned with institutions, having the issues I previously had before moving across. The whole process to move was uncomplicated, completed with ease and the group as a whole is professionally managed, offering a wide range of additional benefits and services to their advisers.