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 '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 and hitting multiple all-time highs in the process, 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.

Continue reading 'October - December 2023'

October - December 2023

The final quarter of 2023, comprising October to December, was firmly positive for markets after a strong November and December period for major equity and fixed-income indices. This can best be seen in the performance of the S&P 500 after it rose +11.24% from 4,288 to 4,769, with the UK’s mid-cap focused FTSE 250 also enjoying a return of +7.71%, rising from 18,279 to 19,690.

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