As an Investment Director, you will help build a modern discretionary wealth management business from the ground up. Managing HNW and UHNW portfolios, you will contribute to the firm’s investment process and Investment Committee while shaping its long-term culture. This is a rare opportunity for an entrepreneurial professional to gain meaningful equity.
Investment Director at Lulworth Investment Partners
Lulworth Investment Partners, a new wealth manager founded by ex-Ruffer LLP Partner Harry Sevier, is seeking an Investment Director to help shape its future in London. Manage HNW/UHNW portfolios with an absolute-return philosophy while enjoying the autonomy of a modern, well-capitalized firm. With a £120k-£200k salary and meaningful equity, this is a rare chance to join a formative senior team and share in long-term success. If you have 8+ years of experience and a client-first mindset, this is your opportunity to lead.
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Location
London, United Kingdom
Compensation
£120k-£200k + Equity
Company
Lulworth Investment Partners
Role overview
Finance
Lulworth Investment Management Ltd is a private limited company incorporated on 1 July 2024, specializing in fund management activities (SIC code 66300). It is active with its registered office at Temple Chambers, 3-7 Temple Avenue, London, England, EC4Y 0DT.
What you will do
- Manage discretionary multi-asset portfolios for high-net-worth families, trusts, and charities with a focus on long-term capital preservation.
- Actively participate in the Investment Committee, contributing to portfolio construction, asset allocation, and the evolution of the firm’s investment process.
- Cultivate trusted client relationships and drive thoughtful business growth through referrals and established professional networks.
Who this is a fit for
- At least 8 years of experience managing discretionary private client portfolios with a proven track record of retaining HNW/UHNW relationships.
- Strong expertise in multi-asset investing and risk management, complemented by Level 6+ professional qualifications like the CISI Diploma or CFA.
- An entrepreneurial mindset with the desire to help build a new firm’s culture and operating model rather than working in fixed structures.
Why this role is remarkable
- Join a firm founded by industry veteran Harry Sevier, who spent 16 years as a Partner at Ruffer LLP, ensuring top-tier institutional pedigree.
- Benefit from an early-stage environment with no legacy constraints, utilizing a modern operating platform designed for personal service and thoughtful investing.
- Gain significant influence and long-term upside through meaningful equity participation and a seat on the Investment Committee at a formative stage.
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If your profile’s a match and Lulworth Investment Partners wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.