WORLDWIDE SERVICES
We have empowered over 25 nationalities in 30 countries worldwide to successfully plan their futures.
PERSONAL TOUCH
We offer a bespoke service just for you – you are not a number, you will always speak to someone who knows you.
REGULATED
We are regulated under the Capital Market Authority. Licence Number 054. Under the CAP 485A Of the Laws of Kenya.
Who are LSM?
LSM is a client centric, independent financial advisory and coaching company, but with a very unique approach. So much so that our clients are often referred from large organisations such as the UN, World Bank, European Union, Save the Children and Red Cross to name but a few.
We help these expatriate executives develop and implement holistic lifestyle plans for themselves, their families and their legacies. This is irrespective of whether you are an expat or a national. Cultures may differ, but we all share the same needs and aspirations.
Services We Provide
Covered in these areas:
Lifestyle Planning
A unique approach to meet the individual needs for our clients and using your objectives to help you achieve your lifetime goals.
Wealth Design
Wealth design is unique to LSM and we are incredibly proud of it. We are specialized in helping sophisticated clients consolidate, protect and grow their asset base.
Investment Advisory
Providing insight-driven transformation to investment banking, wealth and asset managers, exchanges, clearing houses.
LSM International are experts in
Lifestyle Planning
Life is uncertain and unpredictable, but our holistic structured approach to lifestyle planning is designed to ensure that you are always certain you not only know where you are today but also where you are going for the future.
• Trusted Wealth Management professionals
• Regulated under the capital Markets Authority
• Goal based Lifestyle Planning
• A+ recommendations from reputable clients
Wealth Design
A highly sophisticated, bespoke service for sophisticated investors. Maybe you have accumulated already and would like to remove the risk from your international portfolio. In other words, stock market returns – no stock market risk. If you have your eye on tax efficient generational wealth and legacy planning to ensure you protect and provide for your loved ones – then this is the service for you. Discrete, confidential, life changing.
In summary,
Working with LSM
- Regulated by the CMA Since 2009 and we have written testimonials going back before 2010 and the majority are on organisational letterhead to give authenticity.
- Terms of business with twenty institutions who have completed due diligence and vetting on us. Currently, we work with financial institutions (Life Companies), platforms, Discretionary Fund Managers, Fund Managers, Insurance Companies and offshore banks.
- Access to over 560 funds (this is for the combined regular savings plans) and over 8,000 funds for lump sum plans through portfolio bonds or platforms as they are open architectures.
- Institutions are based in several parts of the world like the Isle of Man, Channel Islands, Cayman Islands, Guernsey, Puerto Rico, Bahamas, Mauritius, etc with access to many funds/opportunities. This also provides the opportunity of the minimalization of tax.
- Total Asset Under Administration for the institutions are approximately $405,646,910,000 ($405.647 billion).
- Legacy planning structures; we can assist in trust both local and international trusts.
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