Welcome to Lawsons Equity Limited

Lawsons Equity Limited is a European based financial services company providing authorised and regulated advice to high net worth clients and their families who may be looking for bespoke solutions in relation to QROPS (avoiding annuity investments), pension risk management, offshore investments and other areas of personal financial wealth management.

Personal Portfolio Management

Your current situation and future objectives will influence your personal attitude towards investment risk and in doing so will result in a personal investment or pension portfolio specific to you as an individual  investor.

The precise type of Investment funds and  risk management is crucial and specific to an investors needs and will be linked to many different factors in relation to the investor’s current situation, salary and/or pension, including investment income and dividends, age, future requirements and personal financial objectives.

One of many factors is a persons attitude to “investment risk”. In other words, in some cases a client may be more comfortable with an investment that is perhaps similar to a bank or building society i.e. in such cases the original capital invested is safe and secure with a minimum growth rate or conversely whereby a client is adventurous when considering where to invest and is aware that the potential returns could be very high but indeed could suffer enormous losses.

The above two risk levels are at two opposite ends of the tolerance ladder and as such would only relate to a very cautious investor or an adventurous investor. Risk management enables Lawsons Equity to indentify 3 further categories which sit between the two whilst ensuring the investor has retained other funds with easy access to cater for unforeseen circumstances in the future, thus enabling the new investment time to achieve the growth and/or income in line with the clients’ financial objectives.

Investment Diversification

Once a risk level has been attained and agreed with a client it is then important to source the type of investments which suits the risk category. This may lead to investments with a capital secure profile combined with a degree of flexibility or perhaps commodities, bonds and other types of assets.

Weighting an investment portfolio or in simple terms splitting the invested capital across a number of suitable funds in percentage ratios is also key to constructing a portfolio and again will be subject to the previously identified risk level of an investor.

Regulated Financial and Investment Advice

In this day and age clients are looking for financial products and investment plans in the understanding that the individual who is giving the advice is approved by a Financial Services Regulator/Supervisory Commission. Lawsons Equity Ltd is regulated by the Malta Financial Services Authority and subsequently passported into Spain to provide Investment Services.

The initial meeting with the consultant will consist of a complete overview of your current financial circumstances along with your future financial objectives which will highlight “strengths and weaknesses”. With this information a set of recommendations and solutions can be prepared for a subsequent meeting whereby a you will then be in a position to make a “informed decision” based upon the information prepared.

It is important to remember that past performance is not necessarily a guide to future performance. Please also remember that the value of certain investments can go down as well as up and that you may get back less than the amount you originally invested. Information provided via this website is based on our understanding of current legislation which may be changed.