Company
Position
Director
Index
HNW Wealth Managers
Location
Hamilton City
Advice type
Financial planning
Investment management
Wealth management
Client type
HNW
Family offices
Sector Focus
Financial Services
Investments and Asset Management
Customer type
Wealth adviser
John Portelli
Spear’s Review
John Portelli joined LOM Financial’s headquarters in Bermuda in 2010 from Toronto’s ScotiaMcLeod and currently serves as director of investments on the island. He works with a range of clients, including HNWs, trusts and family offices and focuses on crafting resilient investment structures to create long-lasting financial stability.
In a Bermudian industry publication, one colleague described Portelli as ‘an incredibly hard-working professional’, adding that it was ‘a pleasure to watch him build on his accomplishments’.
Portelli is proud of LOM’s offering for global HNWs, calling it ‘a premier asset management firm’. LOM’s assets under administration reached $1.8 billion at end-2024.
Rank: Recommended
Recommended 2025, HNW Wealth Managers