Company

LOM Financial

Position

CEO—Chief Executive Officer

Chair

Index

Trusts, Structuring & Offshore

Offshore Experts

Legal

Tax & Offshore

Location

Hamilton

Bermuda

Advice type

Investment management

Wealth management

Portfolio management

Private banking

Client Types

Private clients

HNW

International non-doms

Trusts

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Scott Lines

Spear'’s Review

According to Scott Lines, chief executive of award-winning offshore financial specialist LOM Financial, more than 95 per cent of the firm’s new clients are through ‘referrals by our existing clients’. The Bermuda-headquartered firm, which Lines co-founded in 1992, offers custody, investment brokerage, online trading, asset management and corporate finance services to HNW individuals and institutional customers around the world.

As such, Lines spends much of his time advising private clients – including international non-doms and trusts – on discretionary investment management, investment migration and wealth management services. The LOM team provides a ‘total and immersive service’.

Rank: Recommended

Recommended 2023, Trusts, Structuring & Offshore

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