The Lion Investment Holding  actively manages its portfolio according to a dynamic asset allocation strategy set and monitored by our board of directors. The portfolios seek to deliver superior, long term, risk-adjusted returns, primarily through investments in high quality companies and projects, with assets covering the Americas, Europe, Asia-Pacific and Emerging Markets.

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In the years that followed a focus on asset allocation and diversification into new geographies, expanding beyond the United Kingdom to include the  Asia and select Emerging Markets. Located in the City of London, we are a  global investor in one of the world’s leading financial centers with access to markets, financial institutions, and industry leaders and experts.

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Our  mission statement is focused on 3 elements:

Manage that portion of the Future Generations Fund entrusted to it Preserve the funds capital and achieve a fair return over the long term by exceeding and outperforming its benchmark To be expert and progressive institution that invests in the international financial markets

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Our  team of investment professional all based in London are split into various asset classes and invests directly in: equities, fixed income and alternatives including infrastructure and real estate across the globe.

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WHEALTH MANAGEMENT

Our  Wealth Management team is comprised of expert analysts and advisers who work with you to structure and manage your portfolio, and help you to evaluate the optimal level of risk and exposure to achieve your personal investment and profit goals.

 

 We are well versed in the science of enhancing your financial situation and provide a full range of financial services products to our clients. We specialise in being able to identify the right products and services to suit both you and your circumstances.

 

 Our offering is consultative, and therefore client centred. Our aim is to understand our client and what is important to them and why. We  take a holistic approach to your wants and needs, coordinating all aspects of our client’s situation and giving you access to the right member of our team to achieve the best results for you.

 

 You are the primary focus of our Wealth Management business. We listen to your goals and plan according to the correct level of risk and reward. We start our relationship with you from the vantage point of assessing your objectives, and build a programme that works for you. We suggest solutions, project manage your requirements, and consult on strategy.