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LGT Vestra

Mutual interests

All Friendly Societies are different. Our dedicated Institutional Team, led by Jacqueline Crawley has many years experience in providing a bespoke service, working in partnership with a number of insurance clients and those connected to the Association of Financial Mutuals.

Our experience working with clients from the sector, together with our long standing relationships with actuarial contacts and various business associations 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
  • attendance at Board meetings, strategic guidance to your Board on asset allocation
  • Solvency II reporting capability at no cost to you
  • cash flow and liability matching expertise
  • tailored and timely reporting to suit your particular requirements
  • strong and effective risk management disciplines
  • competitive, all-inclusive transparent charging structure
  • enviable track record

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, Institutional Head
Head of Friendly Societies and Financial Mutuals
020 3207 8110