Lord North Street Limited : Company Profile and SWOT Analysis

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					Lord North Street Limited


Lord North Street Limited                                                      Key Employees
                                                                               Name                        Job Title
Fast Facts
                                     6 Duke Street, St James's, London, SW1Y   Adam Wethered               Co-Founder
Headquarters Address
                                     6BN,United Kingdom
                                                                               Daniel de Fernando          Chief Investment Officer
Telephone                            + 44 20 76472450
                                                                                                            Principal - Portfolio
Fax                                  + 44 20 76472468                          Drew McNeil                  Construction and Client
Website                              www.lordnorthstreet.com                                                Head - Investment Team,
                                                                               Eirian Jones
Ticker Symbol, Stock Exchange        N/A                                                                    Director - Lord North
                                                                               Fabio Blom
                                                                                                            Street Switzerland S.A.
Number of Employees                  26                                                                     Head - Investment
                                                                               George       de      Courcy-
                                                                                                            Management and Portfolio
Fiscal Year End                      December                                                               Construction.
                                                                               Lord Charles Cecil          Director
Revenue (in US$ million)             N/A
                                                                               Olivia Hancock              Managing Director

                                                                               Roualeyn Cumming-Bruce Consultant
                                                                                                           Director - Lord North
                                                                               Sonia de Luca
SWOT Analysis                                                                                              Street Switzerland S.A.

Strengths                            Weaknesses                                Company Overview
Focus on wealth management
                                     Fee-based business model
operations                                                                     Lord North Street Limited, established in 2000,
Unambiguous pricing and product                                                is a private investment office, based in the UK.
strategy                                                                       The firm formulates investment strategies for
                                                                               ultra-high-net-worth individuals (UHNWIs have a
Opportunities                        Threats                                   net worth of US$30 billion or more, excluding
                                                                               their primary residence), very wealthy families,
Expansion in Switzerland             Competition                               charities and endowments. The firm, which does
                                                                               not offer any in-house products, specializes in
                                     Government interference and               asset allocation, risk profiling, wealth structuring,
HNWIs base in the UK                 regulations in the wealth management
                                                                               portfolio valuation, and macro and micro
                                                                               investment strategies. It adopts an open
Positive outlook for the financial                                             architecture model and selects external fund
planning services segment
                                                                               managers, custodians, and other service
                                                                               providers across a range of asset classes
                                                                               covering equities, fixed income, commodities,
                                                                               property, private equity and funds of hedge
                                                                               funds. As on July 31, 2011, it had a client base
PARTNER WealthInsight
WealthInsight provides detailed data and insightful analysis on the global wealth sector. With decades of experience providing business information, we help organizations in the wealth industry make informed decisions, position themselves more effectively and uncover and capitalize on opportunities to win new business. At the core of WealthInsight is our proprietary HNWI database of the world’s wealthiest individuals. Your business can utilize this database to identify which wealthy individuals to reach out to. You can use our reports and briefings to analyze where the greatest opportunities lie.