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)

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.

20th July 2023

Dan is joined by Shamik Dhar, Chief Economist of Bank of New York Mellon Investment Management. They discuss macroeconomic events, expectations across different countries and how economic factors could influence markets in the second half of the year.

15th June 2023

Dan is joined by Hugh Gimber, Global Market Strategist at JP Morgan Asset Management. They discuss recent economic and investment market events and share insights into which narratives they think may influence financial markets over the coming months.

Our Market Commentaries

Continue reading 'August - October 2023'

August - October 2023

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...

Continue reading 'July - September 2023'

July - September 2023

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...

Continue reading 'June - August 2023'

June - August 2023

As has been the case throughout much of 2023, regional market dynamics and index compositions had a significant bearing on equity market performances over the last three months...

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