About You
We focus on making good decisions, and we think you do too.
When we identify a promising market, our research team seeks out the best prospective partners among wealth managers in banking, portfolio management, stock brokerage, trading, and insurance. We talk to institutional investors, alternative managers, and to family offices for perspective and feedback, and very often, these are our best partners:
Banks adding a new division to offer comprehensive wealth management.
Broker dealers and private investment advisors focusing on premium services.
Portfolio managers covering multiple asset classes, in multiple currencies, in multiple jurisdictions.
Family offices seeking better investment ideas.
Liability traders and prop desks looking for new markets and hot products.
Insurance companies that need more than T-Bill yields to meet future obligations.
When we find the best prospective partners, we reach out to learn some more. We find partners with leadership that meshes with the LPF ‘team’ attitude. We look for winners:
Chairmen focusing on strategy and legacy
The world is changing, our industry is consolidating, and margins are falling. We take action to focus on core competencies, and support higher margins. Do you?
CEOs putting strategy into practice
Wealth management has never been more complicated. The rules are harder, and the best people are more expensive. Simplifying complexity has never been more important. How are you doing it?
CIOs looking at the big picture
The 2020's have been the most challenging years in investment history. Do you find the best winning strategies and individual investments to engage and satisfy clients? Can you generate absolute return? How do you sustain your performance?
LPF is sincere, and when you talk to us, you’ll be talking to your peers. You will be talking to our senior managers, each one with decades of experience working in the C-suite of registered firms around the world. When you sit down with Mosaic, you will be talking about:
Focusing on clients
Building good teams and putting them to work
Effectively communicating between your team and your clients
Increasing assets under management, and increasing margins
Making good decisions
Your strategy and legacy