The core activity of Lloyd Capital is independent wealth management and wealth consulting, particularly for entrepreneurs and family offices with ties to the USA.
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Industry:External Asset Management
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Disciplined investment management with a focus on global equities, fundamental single-stock selection, a long-term value approach and rigorous due diligence.
Wealth Management
Wealth management with an individually aligned portfolio, taking account of the client's financial situation, wealth structuring and tax integration, as well as compliance aspects.
ETFs
Thematic equity ETFs focusing on high-quality companies, sustainable competitive advantages and long-term value creation.
Research and Investment Insights
Publications on the investment approach, company analysis, quarterly letters and market commentaries relating to the company's own investment strategy.
Knowledge
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