Director, Investment Management Solutions
D: +44 (0) 203 696 2568
Lawson Conner provide a number of solutions that cater for the full spectrum of the Asset & Wealth Management industry.
Independent wealth managers face a number of challenges in order to operate effectively. An efficient set-up is required, specialist resources, dedicated compliance infrastructure and a number of administrative and managerial functions are needed.
We provide services around the entire wealth management process from client onboarding, risk & portfolio management, regulation, operations and trading.
Our dedicated asset & wealth management practice serves traditional asset managers as well as independent wealth management practices, mostly domiciled in the UK.
Become an AIFM investment manager with your own offshore structure
Quick and easy alternative to receiving authorisation from the FCA
Workflow management software preventing financial crime, money laundering
Full audit trail to meet FCA requirements, reducing your cost and risk
Increased speed of onboarding, audit trails and record-keeping, all in one