JLT Launches Wealth Management Arm


30th November 2010, London:  JLT Employee Benefits, one of the four largest employee benefits consultancies in the UK, today announces the official launch of its wealth management offering.

JLT Wealth Management comprises iimia Wealth Management, which was acquired by the Jardine Lloyd Thompson Group (JLT Group) in January 2010, as well as expertise from existing JLT Employee Benefits divisions, such as the investment consulting practice. With 17 offices across the UK, JLT Wealth Management already has in excess of 7,000 clients receiving tailored proactive advice and more than £800 million funds under management.

JLT Wealth Management sees opportunities for exceptional growth in the coming years, as workplace savings schemes are changing and people will need to take more responsibility for their own pension planning.

JLT Wealth Management provides private individuals, charities, trusts and corporates with fee-based professional advice and discretionary portfolio management. The delivery of a personal and tailored solution to help meet the investment objectives of clients is key to the offering; there is no "one size fits all approach."

Recent changes to pensions legislation, coupled with the Retail Distribution Review, will forever change the saving for retirement landscape and the way advice is provided. JLT Wealth Management is ideally placed to deliver the independent service required by individuals, Trustees, charities and corporates, while also being able to leverage the strengths of the JLT Group which itself has more than 1,400 corporate clients and represents 2.2 million pension scheme members.

The ability to manage capital with an independent view and with discretion, through JLT Investment Management Limited (JIM), enables a proactive approach to asset allocation which can quickly be altered to capture market opportunities.

Karen McCaffrey, Managing Director of JLT Wealth Management, commented: "Being part of the JLT Group - and its huge resource base - is incredibly important for the future growth prospects of JLT Wealth Management, and it is appropriate that our name reflects this."

Duncan Howorth, chief executive of JLT Employee Benefits, added: "We have ambitious growth targets outlined for the immediate future and see huge potential for the JLT Wealth Management brand. It is our ambition that funds under management will exceed £1 billion by 2012."





Group Corporate Communications                JLT Benefit Solutions

Isabella Young                                   Simon Hazeldine

EMAIL                                            EMAIL

+44 (0)20 7558 3387                            +44 (0)1727 775 102


Editor's Notes:

JLT Wealth Management

JLT Wealth Management is one of the UK's leading independent financial advisors.

As well as providing advice to individuals; JLT Wealth Management also works closely with employers who recognise that any benefit package will only be fully valued if it is fully understood.

With a nationwide team of experienced advisors, JLT Wealth Management is able to offer a wide range of fee based services including:

  • Retirement planning
  • Tax planning
  • Investment Management
  • Personal Protection Cover
  • Long Term Care Planning
  • Offshore Investments
  • Investment advice for Trusts and Charities

JLT Wealth Management also offers an in-house Discretionary Management Service (DMS) via JLT Investment Management Limited (JIM).

JIM offers a bespoke investment management service that provides clients with the peace of mind needed in an uncertain investment climate. Each client's portfolio is structured based on that individual's situation and attitude to risk.

Our DMS is highly flexible and brings the full capabilities of our experience and expertise to your portfolio. Clients receive a personal service from a designated investment manager who is there to assist and manage their investments.

JLT Wealth Management is a trading name of JLT Wealth Management Limited and JLT Investment Management Limited, members of (JLT Wealth Management Ltd is part of) Jardine Lloyd Thompson Group plc (JLT Group) .


Jardine Lloyd Thompson Group plc

Jardine Lloyd Thompson Group plc (JLT Group) is an international group of risk specialists and employee benefits consultants and one of the largest companies of its type in the world. JLT Group offers a distinctive choice to clients and partners through our combination of independence, scale and specialism.

The JLT Group is quoted on the London Stock Exchange and employs over 6200 people worldwide and through the JLT International Network provides services in more than 130 countries.



Contact Details

Isabella Young

Head of Communications & Marketing

The St Botolph Building
London, EC3A 7AW
[T]: 020 7558 3387