Who are LIFT-Invest?
We are a discretionary investment management firm run by the team behind LIFT-Financial, the award-winning firm of Chartered Financial Planners.
The Investment Committee has managed advised portfolios since 2012 for LIFT-Financial clients. Therefore, our team's discretionary offering builds upon the knowledge and expertise already in place at LIFT and provides an additional investment option for new and existing clients.
The same high LIFT standards form the backbone of the service: transparent and fair charges, a highly qualified team and a thorough, transparent and professional approach.
Our Investment Team
Our highly qualified and experienced in-house investment team decides the LIFT-Invest portfolios – driven by rigorous analysis and due diligence. A holistic approach to building each portfolio is taken, focusing on delivering superior risk-adjusted returns a key focus throughout each stage of the process.
Podcasts with Dan Thompson (Head of LIFT-Invest)
Our Market Commentaries
The period August – October 2023 was volatile for stock markets worldwide, with September and October particularly difficult for investors. The S&P 500 fell -8.61%, from 4,589 to 4,194 – with that opening figure the highest the index had reached since January 2022...
September marked the end of the third quarter of 2023, with the period being broadly negative for equity returns. The biggest beneficiary was the FTSE 100, which rose +1.02% from 7,532 to 7,608 – though the more mid-cap dominated FTSE 250 did fall -0.75% from 18,417 to 18,279...