Explore

Meet The Lawsons Investment Committee

Your dedicated investment team provides portfolio solutions, comprehensive investment support, marketing material, and in-depth market commentary – empowering you to deliver world-class service that boosts client outcomes.

Meet The Lawsons Investment Committee

Unlock Exceptional Support At Every Stage of the Client Journey

At Lawsons Network, we’re determined to give our members industry-leading support – the kind of support that empowers you to deliver world-class service to your clients. And that’s where the Lawsons Investment Committee comes in.

From constructing portfolio solutions to monitoring individual securities and boosting client engagement with investment support, marketing and commentary, the Lawsons Investment Committee delivers exceptional support throughout the client journey. Read on to learn more.

Achieve client objectives with our portfolio solutions

Lawsons Wealth model portfolio service and full suite of investment solutions

The central element of the Investment Committee’s support is our model portfolio service and full suite of investment solutions – enabling you to build value in your service and differentiate your offering.

Designed to give your clients access to a broad, sophisticated and constantly evolving range of investments, we deliver cost-effective investment strategies that are highly diversified across asset class, currency and sector.

Our portfolio solutions combine:

  • Strategic longer-term investments with minimised costs – primarily allocated to ETFs, these investments facilitate stability and efficiency through exposure to a wide variety of asset classes including equities, fixed income, commodities and cash
  • Targeted, thematic exposure to boost the overall return – with a medium-term horizon, these investments leverage the collective investment universe available on the platform
  • Dynamic, tactical exposure to short-term investments – we’re able to amend portfolios with minimal delay, which means you can capitalise on rapid shifts in price or investor sentiment

What’s more, we’re constantly analysing investments – for example, as part of ongoing research, we’ve screened over 1000 ETFs and mutual funds.

Leverage our market insights and investment support to deepen client connections

We understand that you’re constantly busy – and we want to do everything we can to alleviate the pressures and demands on your time. That’s why our service encompasses:

  • Pre- and post-sale investment support in the form of proposals and marketing material
  • A quarterly strategy overview to support client meetings
  • Monthly updates on performance, portfolio changes and asset allocation
  • Ongoing support for rebalances and explanations of any changes to portfolios
  • Market analysis and commentary, including in-depth updates, ad hoc thought pieces and webinars

As a result, we free up your time to focus on listening to – and delivering for – your clients, giving you the power to enhance client retention and increase remuneration.

Boost efficiencies and reduce risk across your business

Extensive risk management track record with robust investment process and active portfolio construction, monitoring and analysis

The Lawsons Investment Committee combines an extensive risk management track record with robust investment process and active portfolio construction, monitoring and analysis. As a result, we give you peace of mind that you’re doing all you can to mitigate risk for your business.

What’s more, everything about the way we work is designed to make your life easier. As a result, it’s quick and simple to request a model portfolio proposal in the CRM – and we’ll email your personalised report (and support material) to you within 24 hours of receiving your request.

Ultimately, by giving you the ability to streamline your processes and the support material to impress your clients, we help you boost efficiencies while ensuring you maintain client control – giving you the best of both worlds.

Get in touch to find out more about our industry-leading network

Our dedicated investment team is there to help you grow your business and achieve client outcomes – and it’s just one of a multitude of benefits you’ll experience as a member of Lawson Network.

From our game-changing technology to our global product providers and our expert team, we’d love to tell you more about how Lawsons Network keeps you ahead of the curve. Get in touch to find out more.

Get in touch

News Signup

Register your name and email address to keep your finger on the pulse of Europe’s independent financial advice industry.

We’ll only send you information we think you’ll find interesting and you can unsubscribe at any time.

Sign up for Lawsons Network news updates …

  • Lawsons Network Announces New Operations Director Appointment

    Lawsons Network Announces New Operations Director Appointment

    1st December, 2022

    We’re delighted to announce that Stephanie Estlick has been appointed as our new Operations …

    Read More

  • Traditional Firm, Go It Alone Or IFA Network? We Weigh Up The Pros & Cons

    Traditional Firm, Go It Alone Or IFA Network? We Weigh Up The Pros & Cons

    15th November, 2021

    As an independent financial advisor, you face a choice: join a company as an employee, set up on …

    Read More

  • Spotlight on Sarah – Meet our Trailblazing Onboarding Director

    Spotlight on Sarah – Meet our Trailblazing Onboarding Director

    22nd March, 2023

    In an industry heavily dominated by men, we’re proud that the Lawsons core team is majority …

    Read More

Join Us

Let’s talk about how our transformational plug-in-and-go network service
will give you the freedom to launch, run or grow your IFA business.

Join Lawsons Network
Join Us
Close menu