Lulworth Investment Management (coming soon)

Description

We build investment portfolios for private clients, charities and advisors, offering a distinctive approach, innovative fees and a modern service powered by leading technology. We believe capital preservation is key to delivering long-term capital growth and our aim is to make money in real terms (after inflation), whilst also managing the risk of permanent capital loss. ​ Crucially, we understand that clients have different financial objectives, goals, and time-horizons. We therefore build portfolios around these requirements in order to generate investment returns that make a real difference to clients. Lulworth Investment Management is a trading style of P1 Investment Services, with full operational, regulatory and research input and support.

Financials