What We Offer

Offshore Investment Services

A Personalised Approach

Your individual financial needs and goals are our top priority. We take time to understand them and work together to create a tailored wealth strategy with you, your family and your business at the centre. We help you invest today, for tomorrow.

As an LOM client, you are paired with a dedicated personal advisor, who is there for every step of your investment journey. Our advisors are supported by an expert team, global network and advanced technology to help you navigate important life milestones for a thriving financial future.

services

1. Meet with an LOM Advisor

  • To discuss your individual needs, financial goals and future plans.
  • Evaluate your current financial position to identify your investable assets and how much you would like to allocate towards your investment account.
  • Your advisor will analyze your situation and devise a strategy to achieve your goals.

2. Design an Investment Plan

  • Considering key factors such as your investable capital, time horizon and risk appetite, our team will craft a bespoke portfolio strategy that aligns with your profile.
  • Your investment plan is customized to reflect your personal circumstances and aimed at realizing your ambitions.

3. Open a LOM Account

  • Complete and submit the application forms along with necessary identification documents.
  • Expect a swift account review and opening process, typically 24-72 hours post form submission.

4. Implement Your Investment Strategies

  • Transfer the funds to your new account.
  • Investments will be aligned with the tailored strategy outlined in your personal portfolio.
  • Opt for self-directed trading using our proprietary online platform, with the guidance of a LOM advisor, if desired.

5. Monitor & Optimise

  • Watch your investments grow closer to your set goals.
  • Maximise your growth potential through regular contributions.
  • Life changes, your advisor will ensure your portfolio remains aligned with your evolving needs.
lom-est

30 years of putting clients first

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Developing award-winning investment strategies

globe

Across a global network

Start a conversation today

Build, preserve and transfer your wealth with help from a dedicated LOM advisor.

Contact us to get started