LeifBridge Investment Services was conceived through the expertise of a group of likeminded individuals. It’s our collective knowledge, experience and strong relationships that drive our approach and our values. A key part of our ethos is that we view our team members and our clients as partners. As in any walk of life, a partnership based on an alignment of interests, shared values, openness and trust are the very foundations for stable and long-standing relationships.
As an independently owned business we have an entrepreneurial approach which balances the need for business discipline and process whilst allowing the flexibility and vision to ensure that we can grow and adapt to meet the changing needs of our clients.
”’Qui Curat Vincit’, which loosely translated means ‘He who cares, wins’, reflects our business philosophy and reinforces our strongly held belief that an alignment of interests, based on viewing our clients as partners, means that by taking care of our clients we effectively take care of our business”Co-Founder and CIO, Mike Hollings.
As stewards of our clients’ capital, our approach is designed specifically to support them in achieving all their financial objectives. We combine an in-depth understanding of our clients with our collective investment experience, expertise, technical knowledge and resources to develop a tailored investment strategy for every client.
“We aim to consider the interests of all stakeholders and therefore seek to ensure that we have a positive impact not only for and on behalf of clients, but on the micro society within which we operate and on third party specialists alongside whom we deploy client capital. If we can achieve these objectives then it follows we will also be positively impacting society and the environment more broadly”Ernst Knacke, Head of Research.
LeifBridge was established with the primary focus of managing the investment needs of HNW and UHNW US Citizen expats, but we also cater for the needs of offshore and/or institutional client more broadly. Our clients include Private Investors, Trustees, Charities, Family Offices as well as Institutional Investors. The financial affairs of international investors, are rarely straightforward and managing investment portfolios can add complications. We understand the specific challenges that our clients face in navigating the jurisdictional tax complexities related to cross-border investing.
We understand that any relationship involves trust and the need for a transparent and honest relationship on both sides. We learn more from listening than talking and encourage regular dialogue with our clients. Realising aspirations and addressing their concerns underpins the value of the strong relationship we like to form.
The service is led by a dedicated team of Investment Managers who firmly believe that their primary role is to act as responsible stewards of client’s capital.
“This first principle is borne out by the fact that we put the quality of the relationship we have with our clients ahead of the number of clients we have. We are first and foremost asset managers, not asset gatherers”Co-Founder and Partner, Neil Williams.
We take time and care to get to know our clients and work closely with them to identify the right investment strategy to help them achieve a broad range of objectives. By encouraging our clients to challenge conventional wisdom we not only help them identify hidden risks but also to identify new opportunities, helping make better decisions today. Our aim is to provide clients with a more dynamic approach to investment management predicated on both protecting and enhancing their wealth.
Our investment style is to focus on delivering strong and consistent risk adjusted returns over time to our clients. What distinguishes us from most, is that our investment philosophy gives equal priority to the management of risk as it does to management of returns.
“Management of risk lies at the core of our portfolio construction process and as such we spend as much time on managing downside risks as we do looking for multi-asset investment opportunities. As with everything in life it is a matter of balance”Mike Hollings
We take a dynamic, high conviction and active approach to asset allocation, investing capital when it is compelling to do so, not because we have to track a particular benchmark. Our aim is to provide clients with a more dynamic approach to investment management predicated on both protecting and enhancing their wealth.
“We place a significant emphasis on liquidity and the opportunity cost of capital. Liquidity is so much more than having cash in your bank account, it’s also the option value attached to being in a position to possibly acquire an asset at a significantly more attractive value at some point in the future. Whilst investing in an attractive illiquid opportunity today might offer attractive long-term returns, we consider this relative to the opportunity cost of having liquidity available in the future”Ernst Knacke
Our clients have a choice of both discretionary or advisory investment services. Each service includes administration, custody and comprehensive reporting services providing clients with clear visibility over their portfolio.
LeifBridge was born out of its partnership with Shard Capital and continues to benefit from the support and broader networks which Shard Capital can offer. Shard Capital is a leading wealth and asset manager who offer a variety of investment management services catering for intermediaries, institutional and high net worth individuals, as well as retail clients to ensure they effectively manage and administer their assets and access global markets and wealth management opportunities.
Our clients choose us for our valued, trusted expertise, proven track record and personal service.