At Lathe & Co we consider ourselves a different breed of financial advisers. From the way we work to the culture of our team, we are proud to be different.
Truly Independent
We have no sponsorship from asset managers and no affiliation with any networks, consolidators, or tied businesses. Instead, we consider the whole market and entire investment universe. So you know our advice is based on nothing other than what’s in your best interest. This is something we like to shout about.
Preferential Access
Because of our relationship with our research partner, our clients are able to access funds that are typically only available to large institutional investors – or access funds at a significantly reduced rate when compared to the open market. You will find very few financial advisers who can offer the same.
Proudly Personal
We started Lathe & Co to offer something different, not someone different. Our founding partners have been advising most of our clients for more than a decade – but because we’re in our thirties, there’s a good chance we’ll still be advising them when they’re ready to retire.
This youthful energy – tempered with the guidance of our non-executive leadership – is at the core of our forward-thinking culture.
