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LGT Vestra

Mutual interests

All Friendly Societies are different. Our dedicated team has many years experience in providing a bespoke investment service for a number of Friendly Societies.

Our experience working with clients from this sector and our long standing relationships with our actuarial contacts means we appreciate the issues facing you.

A bespoke investment management service for Financial Mutuals

  • active management of both your fixed income and equity investments as distinct disciplines, under one cohesive team approach
  • regular review meetings with you and your advisers to further cement our relationship
  • we provide strategic guidance to your Board on asset allocation
  • Solvency II reporting capability
  • cash flow and liability matching service
  • completion of your PRA returns
  • tailored client reporting to suit your particular requirements
  • strong and effective risk management disciplines
  • competitive and all inclusive transparent charging structure

We are proud to be an Associate Member of the Association of Financial Mutuals.

To find out more, or for an independent review of your investments, please contact:
Jacqueline Crawley
Partner and Head of our Friendly Societies and Financial Mutuals Team
020 3207 8110
jacqueline.crawley@lgtvestra.com