Levendi Investment Management: Best Defined Return Investment Advisory Firm UK 2023

Levendi, with current AUA of circa $2bn, advises on defined return investments and derivatives, particularly when incorporated into funds and portfolios. It boasts a strong team of professionals with major investment banking experience. The firm exhibits exemplary expertise in qualitative and quantitative assessment of risk and return, and independent pricing.  Additionally, the UCITS Levendi Thornbridge Defined Return Fund controls assets of around £110m and appeals to the more risk averse investors.  The Fund seeks out positive returns under a wide range of market conditions. This is achieved by innovative, defensive and diversified equity market exposure. The Fund aims for positive returns of sterling deposit rates plus six percent in the medium term and exhibits considerably lower volatility than major global equity markets. The team is strong on investment screening, developing innovative investment products, and in explaining the origination process for new investments. Most of the investments are linked to the performance of UK and other major equity market indices. The Fund includes structured investments with exposure to various major equity indices, investment strategies, geographies, and markets. The investor base includes institutional investors, DFMs, family offices, HNW, UHNW and pensions.  The fund can also be accessed by individual investors.  In addition to the benefits mentioned above, the Fund also offers daily liquidity and access to institutional defined return investments. A strong focus on risk management and wealth preservation is a differentiating attribute. Levendi Investment Management is confirmed as 2023 winner of the award Best Defined Return Investment Advisory Firm (UK).