Introducing LIFT-Invest
Levels of risk
Our model portfolios are designed with different investment aims in mind. We assess them regularly to check they continue to fit those aims and are re-balanced where needed.
Market commentary
Every quarter we provide a review of what's current in the investment market.
Our Investment Commitee
Your investments are managed by a highly qualified team, each with their own area of expertise.
Podcasts
28th November 2022
This is a Q&A podcast featuring Dan Thompson (Portfolio Manager) and special guest Stuart Niman (Investment Consultant). For this episode, they will be discussing many of the recent market themes and providing their thoughts on the investment outlook as we approach the end of 2022.
31st October 2022
We have a special guest on this podcast, with Dan Thompson (Portfolio Manager) being joined by the Head of Fixed Income at Artemis, Stephen Snowden. In the episode, Dan asks Stephen to share his insights into the bond market’s volatility witnessed in recent weeks, compare and contrast the period with other critical periods witnessed during Stephen’s career and provide his views on investment opportunities in the corporate bond landscape at present.
30th September 2022
Given how the markets have reacted and the news surrounding the UK economy over the last few days, Dan has decided to share another update to provide a message of reassurance and share his insight and thoughts about the current key market topics.
21st September 2022
Dan Thompson provides his monthly investment update and comments on the recent changes within the market following a month filled with breaking news.
Latest blog
Quarterly Market Commentary; July - September 2022
July – September 2022 has proven to be one of the most eventful periods in decades, with September proving to be a particularly turbulent month...
Quarterly Market Commentary; April - June 2022
As has been the case for the vast majority of 2022, the news over the second quarter has been dominated by headlines about inflation and the cost of living crisis...
The downfall of the Boris Johnson government
The last few days have been some of the most turbulent and chaotic in recent British political history and have included the downfall of the Boris Johnson government. Dan Thompson, Portfolio Manager provides his insight.