Clear role definition
Scope, responsibilities and communication are agreed at the outset so the client experiences one coordinated advisory team.
Partners & Introducers
Investment expertise that complements yours.
We work alongside trusted advisers to help clients make more informed, coordinated investment decisions.
A collaborative model
Designed to strengthen the client’s existing advisory circle.
We do not seek to replace the relationships that already serve the client well.
Lys can act as a specialist investment adviser alongside lawyers, tax advisers, trustees, fiduciaries, corporate advisers and family offices. We bring an independent view of portfolios and institutions while respecting each adviser’s mandate and the client’s established custody relationships.
Independent investment lens
We review portfolios and proposals without competing for custody, execution or legal and tax mandates.
Discreet collaboration
Information is handled on a need-to-know basis and within agreed confidentiality and consent parameters.
Useful reporting
We turn portfolio complexity into concise findings that advisers and clients can use in broader planning conversations.
A specialist partner when investment questions sit inside a larger wealth, succession or governance decision.
We collaborate with
- Law firms and private client lawyers
- Trustees and fiduciaries
- Tax and corporate advisers
- Multi-family offices
- Independent board members
- Private client introducers