Financial Mutuals and Friendly Societies A mutual interest

Our dedicated team will spend time gaining an intimate knowledge of your organisation and understanding your financial objectives, risk attitude, capital positions and income requirements before creating your bespoke investment portfolio. 

We understand the particular challenges Friendly Societies and Financial Mutuals face, and provide tailored solutions to address them. We can work with your actuary and other advisors to deliver a holistic service for you and your members. 

Our investment team is formed of experts who specialise in all different asset classes. Working together, they are able to deliver a cohesive approach for the benefit of your stakeholders and can also provide active management of your cash.

We provide institutional clients with the same bespoke service as our private clients, taking time to understand their individual needs and objectives. Find out more about how our institutional service can benefit your organisation.  

Through extensive stewardship activities, such as shareholder voting and public policy advocacy, we strive to create outcomes that will contribute to a safe and sustainable future for generations. Learn more about our stewardship toolkit. 

As a privately owned firm, we take an entrepreneurial approach to running our business. This means we can make long-term decisions in the best interests of our clients quickly and independently. Learn more about what makes LGT different.