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Cheque Size$1M to $50M
Stages10
Industries15
Markets20
Stated Portfolio20
Operating Since1992 (34y)

About LOM Financial Group

LOM Financial Group is a Bermuda-based private investment firm offering a comprehensive range of financial services. Founded in 1992, the firm provides investment management and advisory services to high-net-worth individuals and institutional clients globally. With over 30 years of experience, LOM has established a strong presence in the offshore financial services sector, operating offices in Bermuda, the Bahamas, the Cayman Islands, and the United Kingdom. The firm's services include private wealth management, asset management, offshore trading accounts, offshore stock broking, and advisory services. LOM specializes in dealing in the offshore world and working with offshore structures, offering a high-service alternative to the world’s largest banks and investment managers. With a wealth of services, LOM is a premier destination for investment services from a tax-neutral global platform. The firm has a team of over 40 employees worldwide and manages assets under administration exceeding $1.7 billion. LOM's commitment to client service and financial excellence has been recognized with multiple awards, including the Asset Management Company of the Year in 2020, 2021, and 2023. The firm's investment philosophy emphasizes personalized, long-term wealth management strategies tailored to each client's unique financial goals and aspirations. LOM's approach combines independent advice with a comprehensive suite of financial services, ensuring clients receive holistic and effective solutions to manage and grow their wealth. The firm's dedication to client relationships and financial stewardship has been a cornerstone of its success and longevity in the financial services industry.

Geographical Focus

African markets1

Other stated markets19

United StatesUnited KingdomCanadaGermanyHong KongJapanAustraliaSingaporeChinaIndiaBrazilFranceUnited Arab EmiratesSwitzerlandMexicoSouth KoreaCayman IslandsBermudaBahamas

Requirements

High-net-worth individuals, Institutional clients, Accredited investors, Clients seeking offshore investment solutions, Clients interested in private wealth management, Clients seeking asset management services, Clients interested in offshore trading accounts, Clients seeking offshore stock broking, Clients seeking advisory services, Clients interested in private equity investments, Clients interested in real estate investments, Clients interested in fixed income investments, Clients interested in hedge funds, Clients interested in commodities, Clients interested in venture capital, Clients interested in infrastructure investments, Clients interested in collectibles and art investments, Clients interested in crypto investments, Clients interested in distressed and special situations investments, Clients interested in ESG and impact investing

Stated Portfolio20

Apple
Microsoft CorporationInvestor profile
Amazon
Facebook
ExxonMobil
Google
Tencent Holdings LimitedInvestor profile
Samsung
Alibaba
Tesla
Toyota
Volkswagen SACorporate
BP
Shell
Chevron
Coca-Cola
PepsiCo
Nestlé
Unilever
TotalEnergies

As reported by the investor. 3 of 20 names match a profile on this platform and links through. The rest are printed as stated.