Asset Management

Lowndes Partners fosters an inter-active investment management relationship with its institutional clients - a working partnership which offers a spectrum of tailored services from active portfolio management to advisory mandates. We understand that the needs of institutional investors may differ markedly from their individual or even family office counterparts; through our global network of co-investors and investment managers we are able to provide preferential access to compelling products and direct investment opportunities in both developed and emerging markets.


We believe in transparency and so connect our institutional clients directly with investment managers and internal senior management as well as providing comprehensive online reporting. Every one of our institutional clients receives customized advice based on their own distinct situations and structures - from helping trustees understand and perform as fiduciaries to assisting in the creation of oversight documents regarding investment and spending policies. Our services include:

  • Investment Policy Statements

  • Spending Policy Statements

  • Portfolio Design

  • Manager Research

  • Risk Management 

  • Performance Monitoring