Institutions & Corporates

LOM has offices in two of the world’s largest Captive Insurance Management domiciles, Bermuda and the Cayman Islands. We design bespoke fixed income focused, actively managed portfolios, to meet your investment and cash flow requirements. Our blended fee structure is very competitive and includes investment management, administration and custody. This transparent fee structure offers a noticeable cost-benefit as compared to using a separate investment manager and custodian bank.

With over 30 years of experience crafting investment mandates for Corporate Trustees and Family Trusts, we possess a deep understanding of the intricate investment needs of affluent families and their generational planning requirements. Our services are characterized by a transparent fee structure, secure global custody and commitment to delivering responsive and attentive service. In addition, we maintain inhouse investment portfolio reviews to ensure Investment Mandate adherence.

Our team works with insurance companies to develop tailored solutions, structuring investment portfolios that align with your firm's long-term and short-term liability requirements. We specialize in conservative investment management strategies focusing on liquid bonds and equities.

LOM provides global trade execution and custody services from a tax neutral platform to Offshore Funds. We are well equipped to deliver real time portfolio positions and ensure seamless coordination with a trusted fund administrator for timely NAV uploads. In addition, LOM can provide private placements into public or private companies.

We offer a white-labeled investment platform for approved independent advisers and portfolio managers. The platform’s full suite of services includes global trade execution, custody services, foreign exchange and online downloadable statements in PDF or Excel format.