Institutional

Asset management for Institutions

Too often institutions are offered an ‘off-the-peg’ investment solution, rather than one that genuinely fits their needs. We work strategically with institutional clients, to identify their unique requirements and develop an entirely bespoke investment solution. We manage over $1bn on behalf of insurers and supranational organisations globally.

Our advisor-led asset management service is a full end-to-end proposition, from identifying client objectives and risk appetite to designing a framework, portfolio construction and management, to ongoing monitoring and reporting. We can even help you with finding a custodian.

Arrange an introduction

If you would like to speak to one of the Institutional team, please call 0207 396 3200
or email insurance@londonandcapital.com


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Investment Strategy

  • We are not just an asset manager, we like to think of ourselves as an outsourced CIO.

  • We will help you chose the right benchmark, risk appetite and asset mix.

  • You can be involved as much or as little as you like.

  • Informed decisions are essential to running a well managed investment strategy, so we carry our training sessions and workshops with clients to ensure that they understand their investments and associated risks.

Asset Management

  • We build portfolios by combining macro economic analysis with active asset classes and sector views.

  • We adhere to top-down macro economic and active analysis and captive preservation.

  • Our investment team provides the blueprint for asset allocation and security selection.

  • Every stage of our investment process prioritises risk management.

 

Consolidated Reporting

  • We use a best-in-class reporting system that will take care of your investment accounting, compliance and portfolio reporting, annual audit and assists in solvency reporting.

  • This system gives clients complete transparency into what we are doing on their behalf and can have as much – or as little – oversight of your investments as you wish.


We recognise that different bodies require a different approach to their asset management and specialise in managing the investments for:

Captives

We don’t believe that captives’ investment objectives can be met by off-the-peg solutions. That’s why we work to create individual investment portfolios structured around the specific needs of each captive. Portfolios are structured and actively managed to prioritise the values of captives assets.

Financial Mutuals

Trust your assets to a manager who shares your values. Our focus on long-term capital preservation as well as our expert knowledge of the new risk-based capital requirements and tighter corporate governance standards means you – and your members will be in safe hands.

Insurers

Small and medium-sized insurers tend to fall below the radar of larger asset managers and consultants who often do not have the focus or resources to deal with them. Our segregated portfolios and end-to-end service provision is designed around the needs of small to medium insurers giving them the chance to benefit from the same investment philosophy and expertise available to larger insurers.

We also offer a specialist product to the reinsurance companies in the US automotive sector, targeting 4% annualised returns (gross of fees) over the long term but with just one third of the volatility of the S&P 500.

Meet the team