John Lamb launches dedicated wealth management arm

Looking to grow client base

Laura Dew
clock • 1 min read

Financial planning firm John Lamb has launched its own wealth management arm, offering in-house personal portfolios for clients.

John Lamb Wealth Management will provide financial planning and investment advice to individuals and families with clients either opting for investment-only propositions or a full financial planning service.  It will deliver this via in-house personal portfolios, powered by Purple Strategic Capital.  John Lamb also has relationships with external discretionary fund managers who it will work with for clients with special requirements. Managing director Paula Steele said: "We have been running this service for our existing clients for many years and we see this launch of a dedicated ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Tatton AM launches range of passive funds as AUM surpasses £20bn

Tatton AM launches range of passive funds as AUM surpasses £20bn

Net flows double from last year

Cristian Angeloni
clock 13 November 2024 • 1 min read
Mabel Insights adds DFM partner

Mabel Insights adds DFM partner

Additional Waverton data to be available on comparison site

Jen Frost
clock 12 November 2024 • 2 min read
Partner Insight: Navigating the great wealth transfer

Partner Insight: Navigating the great wealth transfer

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.

Warwick Bloore Senior Specialist, Adviser Research Centre, Vanguard, Europe
clock 12 November 2024 • 6 min read