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

PA360: 'Diversified approach has room for both active and passive' - David Coombs

PA360: 'Diversified approach has room for both active and passive' - David Coombs

‘Volatility is your friend if you are a long-term investor’

Jenna Brown
clock 01 May 2025 • 2 min read
PA360: FOMO can 'significantly' alter investors' risk appetite

PA360: FOMO can 'significantly' alter investors' risk appetite

Albemarle Street Partners’ Charlie Parker on the social element of investing

Isabel Baxter
clock 01 May 2025 • 1 min read
PA360: Investors must understand importance of 'proper diversification'

PA360: Investors must understand importance of 'proper diversification'

‘Investors don’t have to choose a single door’

Sahar Nazir
clock 01 May 2025 • 1 min read