John Lamb launches dedicated wealth management arm

Looking to grow client base

Laura Dew
clock • 1 min read

Financial planning firm John Lamb has launched its own wealth management arm, offering in-house personal portfolios for clients.

John Lamb Wealth Management will provide financial planning and investment advice to individuals and families with clients either opting for investment-only propositions or a full financial planning service.  It will deliver this via in-house personal portfolios, powered by Purple Strategic Capital.  John Lamb also has relationships with external discretionary fund managers who it will work with for clients with special requirements. Managing director Paula Steele said: "We have been running this service for our existing clients for many years and we see this launch of a dedicated ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Muted response as Labour names Grimsby Town FC co-owner next investment minister

Muted response as Labour names Grimsby Town FC co-owner next investment minister

After the sudden exit of Poppy Gustafsson last week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Hargreaves Lansdown and Schroders to launch double LTAF offering

Hargreaves Lansdown and Schroders to launch double LTAF offering

From next week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Darius McDermott: Complacency at the peak

Darius McDermott: Complacency at the peak

'Markets to hit new highs, while credit spreads are at multi-decade lows'

Darius McDermott
clock 08 September 2025 • 5 min read