Lords Group strives to provide its investors with consistently strong investment returns at all points in the economic cycle. Over the past 30 years, Lords has invested capital on behalf of family offices and high net worth individuals. Through joint venture structures, Lords Group with entrepreneurial operating partners possessing local market knowledge, specific asset category experience and a demonstrated track record of success. Lords Group currently has over £10 million of real estate assets under management and equity commitments.
Our investments are open to sophiciated and high-net worth investors. As part of the self-certification process the individual must acknowledge in writing an understanding of the requirements for being treated as a High Net Worth Individual or Sophisticated Investor. These requirements are contained in statutory instruments and summarised below.
Self-Certified Sophisticated Investor Requirements
- Being a member of a network or syndicate of business angels for at least six months before the date of self-certification; or
- Having made more than one investment in an unlisted company in the two years before the date of self-certification; or
- Working in a professional capacity in the private equity sector or financing small and medium enterprises (‘SMEs’) in the two years before the date of self-certification; or
- Having been a director in the two years prior to self-certification of a company with annual turnover of £1 million or more.
Certified High Net Worth Individual Requirements
- Having an annual income of £100,000 or more during the year immediately preceding the date of self-certification; or
- Having net assets of £250,000 or more – not including a primary residence, rights under an insurance contract or pension or termination benefits.
In addition, the individual must acknowledge an understanding of the implications, of being treated as a High Net Worth Individual or Sophisticated Investor, including:
- The ability to receive financial promotions that may not have been approved by a firm regulated by the Financial Conduct Authority (‘the FCA’) and whose content may not conform to FCA rules.
- The loss of the right to complain to the Financial Conduct Authority or the Financial Ombudsman Scheme.
- The loss of the right to seek compensation from the Financial Services Compensation Scheme.
Please click on the appropraite button below to complete the compliance statement, so we can provide you details of our investment opportunities: