Our Services

Portfolio Management

Longley Asset Management Limited (LAM) is an independent investment management firm located in London. LAM’s focus and specialism is entirely on investment management. LAM is authorised to provide discretionary and advisory investment management services to professional and private clients.

LAM’s client portfolios are individually tailored to reflect an investor’s overall unique objective, which may include particular time horizons and risk tolerance levels. Depending upon the specific investment goals, portfolios may include exposure to commodities, precious metals or currencies, or other alternative asset classes, in addition to traditional equities and bonds.

Longley Asset Management’s in-house expertise is complemented by various sources of independent research, including Argus, Fuller Treacy Money and Fat Prophets. We continually monitor and review a carefully-selected universe of global equities, Exchange Traded Funds (ETFs) and Collective Investment Schemes such as unit trusts and investment trusts.

Consultancy

LAM extends consultancy services to firms that require specialist investment and/or regulatory expertise. These relationships can be ongoing or set for a particular time period.

Fees

Assets placed under mandate will be subject to a management fee. Full fees are disclosed to our clients in their Schedule of Fees and Charges, which forms part of our Terms of Business. Consultancy fees are agreed on an individual basis.