Altrincham-based discretionary investment management firm, LIFT-Invest plc has boosted its ranks with the appointment of Dan Thompson.
Dan has joined LIFT-Invest as a portfolio manager from global wealth management and investment company Sanlam where he was a model portfolio manager. His appointment follows on from the recent arrival of prominent industry figure, Stuart Niman, who joined LIFT-Invest as an investment consultant.
LIFT-Invest plc has offices in Altrincham, London and Edinburgh. It was established in May 2017 by Joel Adams and Mike Holden and already has over £350 million in assets under management.
Adams and Holden also established the award-winning Chartered financial planning firm LIFT-Financial in 2007, which is part of the wider LIFT-Financial Group that has approximately £2 billion of assets under advice. LIFT-Invest plc is independent of the LIFT-Financial Group.
Joel Adams, LIFT-Invest plc’s chief investment officer, said: “The business is going from strength-to-strength, which is down to the people we have here and we want more experts like Dan to join the fold. He has the expertise our clients need, and more importantly, he shares our values in putting clients first.
“We’ve known Dan for some time as he’s played an important part in the development of LIFT-Invest as a consultant to our investment committee. By working with him, we knew he’d be a fantastic asset to the team. His knowledge and insight will be a great asset to LIFT-Invest but more importantly to our clients who he’ll be working with to help them achieve their financial goals.”
Dan, who will be based at the firm’s London office, added: “I’ve known and worked closely with the LIFT team for many years. Mike Holden, who is co-founder of LIFT-Financial Group along with Joel, and the investment committee have all collaborated closely since LIFT-Invest’s inception in 2017 to create a highly impressive discretionary investment proposition.
“I’m keen to build upon the success already achieved and explore additional discretionary solutions for LIFT-Invest clients. The opportunity to play a large part in the further development of LIFT-Invest’s proposition and to work closely with other like-minded professionals was one that I couldn’t turn down.”
Following LIFT-Invest’s recent appointments, its investment committee now comprises Joel Adams, Stuart Niman, Dan Thompson, Neil Sadler, Ross Glanfield, Jonathan Halsall, Colette Noble and Jonathan Stubbs.