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Position

CEO—Chief Executive Officer

Chair

Index

Trusts, Structuring & Offshore

Tax & Offshore

Location

Hamilton

Advice type

Investment management

Portfolio management

Wealth management

Client type

HNW

International non-doms

Private clients

Trusts

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer type

Wealth adviser

Scott Lines

Spear’s Review

According to Scott Lines, chairman and CEO of award-winning offshore specialist LOM Financial Group, 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 with his brother, Brian, 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, with the LOM team providing a ‘total and immersive service’. 

Rank: Recommended

Recommended 2024, Trusts, Structuring & Offshore

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