Location: Newcastle upon Tyne
Website: https://lowesim.co.uk/
Lowes Investment Management is the dedicated investment management arm of Lowes Group Limited, a long‑established financial services group based in Jesmond, Newcastle upon Tyne, United Kingdom. The firm specialises in running bespoke investment portfolios and collective investment funds for private clients, financial advisers and intermediaries. It is authorised and regulated by the UK’s Financial Conduct Authority (FCA), ensuring its services meet high standards of financial governance and investor protection.
The team at Lowes Investment Management brings together extensive experience in analysing collective investment vehicles and structured products, an area where the business has developed significant expertise over many years. Their investment process involves rigorous qualitative research, including independent analysis of fund managers and direct engagements with investment teams. This deep‑dive approach helps the firm identify funds and strategies that are appropriate for inclusion in client portfolios, aligning with stated objectives and risk tolerances.
A central part of Lowes’ offering is its management of Open‑Ended Investment Companies (OEICs) and tailored managed portfolios. Two key products are the Lowes UK Defined Strategy Fund and the MI Diversified Strategy Fund. The former is designed around structured investment strategies that aim for defined returns linked to market indices, while the latter takes a diversified, multi‑asset “fund of funds” approach, combining equities, structured investments, investment trusts and exchange‑traded funds (ETFs) where appropriate. These vehicles demonstrate the company’s blend of traditional investment selection with innovative structured solutions.
Beyond its flagship funds, Lowes Investment Management also supports bespoke managed portfolio services available through major investment platforms and its own Lowes Platinum offering, which provides clients with tailored investment solutions and ongoing portfolio oversight. Their focus on continually rebalancing and monitoring portfolios helps ensure that asset allocations remain aligned with client objectives as markets evolve. Overall, the firm combines personalised investment philosophy with structured research and diversified strategies to help clients pursue long‑term financial goals.