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)

14th February 2024

On the episode, Dan and Ritu talk through how US corporate earnings season has been unfolding, whether artificial intelligence (AI) will continue to be the overriding investment theme in 2024, the present economic environment in China and whether inflation will be as much of a market influencing factor as it was in 2023.

11th January 2024

A new year and a new podcast episode with Dan reflecting upon how investment markets have fared during 2023 and what 2024 has in store for investors.

22nd November 2023

Dan is joined for a Q&A session with special guest Stuart Niman. They discussed the differences in inflation readings between the US and the UK, potential paths central banks may take in 2024, and the benefits of staying invested through difficult periods.

28th September 2023

Dan is joined by fellow Investment Committee members Joel Adams and Stuart Niman. They outline the recent changes made to The Investment Committee and the decision-making process and welcome new member Mark Holden.

Our Market Commentaries

Continue reading 'December - February 2024'

December - February 2024

The December to February 2024 period showcased a robust performance in the global markets, with most indices achieving positive returns. The S&P 500 was a standout, surging +11.57% with multiple all-time highs notched along the way. In the UK, the FTSE 100 saw modest gains of +2.36, whilst the smaller FTSE 250 enjoyed a +4.50% rally. In Europe, the S&P Euro Plus also benefited from gaining +8.45%, contributing to the positive sentiment observed across major markets. This was predominantly driven by continued disinflation and economic resilience across the West – most significantly in the US.

Continue reading 'November - January 2024'

November - January 2024

The period from November to January 2024 was strong for markets, with the majority of major indices attaining positive returns in each of the three months. The S&P 500 rose +15.54% from 4,194 to 4,846, reaching an all-time high of 4,928 at close on 30th January. Similarly, the Nikkei 225 gained +17.59%, rising from 30,859 to 36,287, with the high for the period coming on 22nd January at 36,547. 

Continue reading '2023 Investment Market Summary'

2023 Investment Market Summary

2023 was, in all, a good year for investors despite periods of volatility and continued hiking of central bank rates. In particular, November and December witnessed a broad-based rally across markets as positive sentiment surrounding what may lie in store in 2024 took hold. Read more in our yearly market summary.

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