Investment Partners
At Pembroke we consistently strive to offer the best possible breadth of service and expertise for our clients and to that end have engaged the investment partnership services of the following investment partners to achieve this outcome.
LGT Wealth management are a city based, award-winning, discretionary fund manager and are our chosen professional partners in the Pembroke Investment Committee.
LGT is a UK-based wealth management firm and is part of the international private bank and asset manager LGT Group, owned by the Princely Family of Liechtenstein. As of December 2021, LGTW had total assets under management of £22.3 BN , with £16.6 BN of that figure private client assets and a staffing headcount of 419.
Our Prestige portfolios benefit from LGT’s analysis on markets, asset classes and sectors. The ongoing research forms the “LGT Market Views”, fed through to our joint Investment Committee. We listen to the views of LGTW’s central committee of expert investment managers and dedicated research analysts, on a quarterly basis. These views form our best investment ideas and reflect where we see value in markets.
Kuber Ventures provide Advisers and High Net Worth Individuals with the tools they need to create discretionary managed portfolios of EIS and SEIS with complete confidence.
GrowthInvest is a technology platform making alternative investments simple. Their vision is to make it easy for investors and advisers to benefit from tax efficiency and potential returns by backing the businesses of the future.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.
Pamela Bacon-Upshon
I have never received such splendid advice and attention
I very much appreciate the time and consideration you have taken on my behalf. I have never received such splendid advice and attention and I look forward to a long and happy Investment career with Pembroke Financial Services.
Caroline Sullivan, Brighton
Patient, informative and diligent
I’ve used Frances Boiling’s services for several years as my financial advisor. She has always been patient, informative and diligent. Most recently, she has helped me to invest part of an inheritance, and has taken the time to thoroughly answer all my many questions. That kind of professionalism – especially since I’m not a big-money client – deserves praise, and I hope you’ll let her know how much I appreciate her.
