ABOUT US

REALM INVESTMENT MANAGEMENT

… is a London-based discretionary investment manager working exclusively 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.

Bristol-based independent financial adviser Financial Themes spun off its discretionary fund management service into a separate company.
…Citywire Wealth Manager magazine 4th Oct 2018

EUGENE LAWLOR

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 CHIDAMBARAM

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

Robert Debnam as head of our Investment Research started developing computer-based market systems in the mid-1980s and worked for a Reuters investment software subsidiary.

EUGENE AND ROBERT STARTED WORKING TOGETHER BACK IN 2006 DEVELOPING A WEALTH MANAGEMENT SYSTEM FOR INVESTORS AND THEY HAVE BEEN WORKING TOGETHER EVER SINCE.

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.

LET'S WORK TOGETHER

Discover more about our services and how we can augment and strengthen your existing proposition.