Lakewood Asset Management Merger Announced

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Lakewood Asset Management Merger Announced

Last week Lakewood Asset Management announced their merger with another well-established city brokerage specializing in alternative assets. This merger is a further boost to the Lakewood Asset Management brand, which has gone from strength to strength since its launch in 2011. The merger of these two boutique entities will create a strong player in the alternative asset management industry, combining a wealth of knowledge and experience in the currency, commodities, equities and property sectors with strong ethical commitments.

Expanding upon its strong network of contacts, Lakewood has inherited a larger and broader client base and a more prominent international presence. In addition to the representative offices in Ghana, Sydney and New York, the company’s global ambitions see operations rolled out in South Africa and Dubai later this year, with further plans to open offices in Canada in 2013.

The merger will give the Lakewood team access to a wider range of alternative investments including agricultural projects in Africa and Australia, forestry projects and improved emissions trading opportunities.

The expansion further into the emissions trading market builds on Lakewood Asset Management’s commitment to goals of strong positive social or environmental impact.
The company is currently a member of both the Ethical Junction community and the United Nations Global Compact, a strategic policy initiative for businesses that are committed to aligning their operations and strategies with ten universally accepted principles in the area of human rights, labour, environment and anti-corruption.

The merger also provides an opportunity to take advantage of new marketing channels to enhance brand recognition and take advantage of the growing popularity of alternative assets as part of a well-diversified portfolio.

The current financial environment is typified by uncertainty and market volatility. Now more than ever it is considered to be important to have a diversified portfolio, and alternative assets have been proven to regularly outperform traditional assets such as equities, bonds and ISA’s, providing returns which track higher than inflation.
Investments in alternatives such as emissions trading and agricultural projects have the potential to enhance portfolio returns whilst reducing risk as their returns have a weak correlation with traditional assets.

Once the preserve of institutional investors, alternatives are playing an increasingly important role in investor’s portfolios and Lakewood Asset Management is now in a better position than ever to provide high quality, ethical investments, with the potential for significant yields.

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