Why Lathe & Co

Adaptable real life plans

Proudly Independent

Lathe & Co is one of the few places where authentic independent research exists. We have no 'sponsorship' from asset managers, we have no in-house products to promote and no ties to any outside networks. Our research is non-conflicted and free of human bias. We’re a nimble firm with real people who care about people. This is something we like to shout about.

In-depth Research

Analysis of the entire investment universe is conducted for us by a team of 147 investment research professionals. Led by 17 dedicated manager researchers, they categorise funds into 48 broad asset classes and over 100 preferred managers with complete independence and no bias beyond simply selecting the top performers in each category.

Lower Costs

This is where we outclass our competition. We leverage £470bn of institutional investment consultancy to give reduced cost to our individual clients by a unique application of economies of scale. There is an average saving of 20-40% on the running costs of our funds vs the same competitor funds.

Responsible Investing

Our clients are increasingly conscious of the environmental and social consequences decisions that governments and companies are making. We include Environmental, Social and Governance (ESG) advantages in the fund management selection process. We can provide fund level ESG reporting on every investment so that our clients can choose to have control about the issues they care about.

Our Values

Immediately after incorporating Lathe & Co we designed a set of values that outlined the kind of company we wanted to be and the behaviours that would ensure the strongest possible team. Those values are to act with humility, work with integrity and respect the team. These principles inform every facet of our company DNA and every member in it.

Advanced Services

Our ability to provide relevant and valuable advice is strengthened by the leading technology we’ve adopted into our services. As an example, the process of automation within our back office has saved us an average of 65% of our operational working time, meaning more time to focus on our clients and their growing needs.

Take us and Your Money Everywhere

A personalised app that allows you to view your portfolio and get in touch with an adviser wherever you are in the world.

Coming Soon

“I have been advised by Alistair Fullerton for a few years now. At all times I have appreciated his professionalism and proactive help. Most of all, I have valued his ability to set out options and advice in clear and comprehensible terms. I would be more than happy to recommend him.”

John Rooley, CEO, Insurance Broking Firm

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