… is a London-based discretionary investment manager working with financial advisers. The principals have worked in the financial services industry for more than 30 years. Originating from an IFA background before moving into Investment Management.


Our CEO, Eugene Lawlor, started in FS in 1982. He became an IFA in 1986 and having advised investment clients for more than twenty-five years, became an Investment Manager in 2011. Eugene is a Chartered Member of the CISI.


Venkat started his investment career more than 25 years ago. In February 1994 he joined Global Asset Management (GAM) initially as an Investment Analyst progressing through the ranks to the role of Investment Manager within the Global Equity team where he assisted in the management of US$ 3 Billion of assets with specific responsibility for Emerging Equity Markets. In 2001 he took over the Global Equity team as Investment Director responsible for the management of US$500 Million of investment assets. In 2006 Venkat left GAM to join a leading middle eastern multi-family office with offices in London, the Middle East and Hong Kong, as the Deputy Chief Investment Officer where he managed the firm’s US$ 200 Million Fund of Funds portfolio. In May 2009 Venkat joined Towry Investment Management, a leading UK IFA firm managing £3 Billion of global assets. Venkat was responsible for managing the “Long Only” Fund of Funds team with assets valued at over £1 Billion.


Robert Debnam is head of our Investment Research. Robert’s career in financial markets started in 1984 when he began designing quantitative (price based) trading systems primarily to trade the futures markets. These “quant” systems became increasingly important through the eighties and nineties and Robert was in demand, teaching seminars both here and the U.S., writing articles for financial magazines, including Investor’s Chronicle, and doing consulting work which is how he met Eugene.  The database and system we started building in 2006 remains a core part of our investment process, particularly the relative strength and market sentiment analysis which complement the more fundamental approach of Venkat and Srinivasan. Robert is Operations Director and Head of Investment Research at Realm.

We have further strengthened our research capability through a strategic alliance with an Investment Research company based in India known as Riviera Capital Consulting & Research (RCCR).

The RCCR analysts provide global economic and investment market research to Realm along with quantitative research on global markets, investment funds and portfolio monitoring capability.

Our Charges

We have just one charge – our management fee. This is charged at 0.25% per annum plus VAT.

We do not apply any other charge, where other managers might include an initial fee and/or a performance related management fee, we will not do so.

We can offer our own platform service for as little as 0.25% per annum, capped on the first million with all dealing charges free.  (There is a one-off initial setting up fee capped at £250.)

We believe our service offers a significant price advantage, particularly where a client (or collectively with other family members) holds more than a million of assets.

Our Model Portfolios