Discretionary investment manager Lulworth Investment Partners has selected Third Financial to provide its custody and platform services through the firm’s Model B proposition.
Third Financial, a technology-led platform specialist within the Nucleus group, said the partnership was a vote of confidence in its proposition. Lulworth is a discretionary investment management firm focused on high-net-worth clients. The firm said it needed a custody and platform partner that could support its clients' complex needs. Lulworth head of investment Harry Sevier said: "When building Lulworth, it was important for us to find a partner whose service model aligned with the personalised and flexible approach to portfolio construction we want to deliver to clients. "Third ...
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