Our Investment Management Division

Overview
| Private Investment Management
| Asset Management
| Private Equity

Investment Services

Private Investment Management provides comprehensive investment, wealth advisory, trust, and capital markets execution services to high net worth individuals and businesses, leveraging all the resources of the Firm. We manage client relationships with high net-worth individuals and businesses, providing comprehensive investment, wealth advisory, trust and capital markets execution services.

Portfolio Advisory: Our Portfolio Advisory group supports our investment representatives with asset allocation, portfolio strategy and manager selection advice. Portfolio Advisory analyzes both proprietary and third-party managers, ensuring our clients' access to the best managers for their investment goals.
Wealth Advisory: Our Wealth Advisory group supports our investment representatives by working with our clients and their trusted advisors to recommend plans for preserving and enhancing wealth across generations. Wealth Advisory also works closely with our other teams to ensure we provide comprehensive, integrated solutions for clients, including advice on pre-transaction wealth planning for initial public offerings, the sale of a business or other wealth creation events.
Lehman Brothers Trust Company: The Lehman Brothers Trust Company offers a full suite of services including fiduciary, investment planning and financial planning services. For individual clients, we aim to ensure that our clients' wealth strategies are implemented in a timely and effective way. For businesses and institutional clients, the trust company structures and manage defined benefit and defined contribution plans, master trust/custody arrangements, employee stock ownership plans, and nonqualified plans.
Capital Advisory: Our Capital Advisory group works with investment representatives and specialist teams to provide integrated wealth management and corporate finance solutions for executives, small- to mid-sized companies and private equity firms, as well as for senior executives of Lehman Brothers.
Institutional Client Group: The Institutional Client group leverages Lehman Brothers' Capital Markets franchise to provide brokerage and market-making services to small- and mid-sized institutional clients in the fixed income and equities capital markets. We also lead the Firm's effort to establish business relationships with minority- and women-owned financial firms through the Partnership Solutions program.