LOM Financial Group

LOM Financial Group Bermuda | Bahamas | Cayman | UK

High-service wealth management services LOM helps you manage your wealth in a way that aligns with your personal aspirations.

We know you want to spend more time focusing on the things you love - achieving your personal goals, spending time with your family or building a meaningful legacy. For over 30 years we have put our clients' needs first and pride ourselves in offering a high-service alternative to the world’s largest private banks and wealth managers. With a wealth of services at your fingertips, LOM is your premiere destination for independent advice from a tax neutral global platform.

The S&P 500 rose 5% in May. But 8 out of 10 sectors finished in the red, the entire rally was essentially one trade.As B...
09/06/2026

The S&P 500 rose 5% in May. But 8 out of 10 sectors finished in the red, the entire rally was essentially one trade.

As Berkshire enters the Abel era, the challenge is familiar: deploying capital at scale without diluting returns.

A $6.8bn homebuilder acquisition and a $10bn AI infrastructure commitment are sound moves, they barely move the needle at Berkshire's scale.

Micron's earnings are set to grow 7x in a year. Extraordinary, but almost impossible to size correctly in advance.

The long-run data still favours discipline. $1,000 in Berkshire in 2000 is worth $10,700 today. Micron: $8,243. The tortoise doesn't always lose.

Read more from Senior Portfolio Manager, James Balfour, CFA in our latest market note. 🔗👇https://bit.ly/3S1niZZ

If you would like to subscribe to our newsletters, please click the link below. 👇 https://bit.ly/4oeDwek

Today is World Ocean Day. To celebrate, we are pleased to announce the winners of our inaugural World Ocean Day Student ...
08/06/2026

Today is World Ocean Day. To celebrate, we are pleased to announce the winners of our inaugural World Ocean Day Student Art Competition, in partnership with Masterworks Museum.

Congratulations to the following winners.

Age 6 - 10 category winners:

🎖️ Oliver, Age 6 - "Whale of a Time"
🎖️ Logan, Age 10 - "Bermuda Sea Animals"

Age 11+ category winners:

🎖️ Arohi, Age 11 - "Beneath the Sea"
🎖️ Seri, Age 16 - "White Fish, Red Fish, Blue Fish, Dead Fish"

"Art plays a vital role in connecting people to the issues that shape our world. We were pleased to partner with LOM for their inaugural World Oceans Day Art Competition, using creativity to foster awareness and care within our community. The entries were compelling and every participant should be proud!” - Kimberley Fisher, Education Officer at Masterworks.

AI isn't making cybersecurity obsolete; it's making it more essential than ever. As AI lowers the cost of launching soph...
14/05/2026

AI isn't making cybersecurity obsolete; it's making it more essential than ever.

As AI lowers the cost of launching sophisticated cyberattacks, companies aren't reducing security budgets. They're expanding them. For long-term investors, that dynamic reframes cybersecurity not as a cyclical technology spend, but as foundational infrastructure.

In our latest market note, we explore why cybersecurity remains one of the most structurally compelling areas in technology investing and what separates the long-term winners from the crowded field.

Click the link below to read more in our latest market note from Chief Investment Officer, Bryan Dooley, CFA. 👇

https://bit.ly/4nm8Iry

New to investing? This one's for you. 💡Join our free Investing 101 webinar on Wednesday 20th May — no experience needed....
13/05/2026

New to investing? This one's for you. 💡

Join our free Investing 101 webinar on Wednesday 20th May — no experience needed.

🔗 Register now at https://bit.ly/4dkG1qv

Calling all young artists 🎨🌊LOM's World Oceans Day Student Art Competition is now open to all students aged 6+. Share yo...
08/05/2026

Calling all young artists 🎨🌊

LOM's World Oceans Day Student Art Competition is now open to all students aged 6+. Share your take on Bermuda’s ocean and why it matters.

Winning pieces will be displayed on our Reid Street windows in Hamilton, and winners will receive a sponsored place in the Masterworks After School Programme!

Pick up an entry form from our office reception at 27 Reid Street, or download from our website:https://bit.ly/4nh70YB. Entries close May 27.

The best-performing S&P 500 sector over the past five years isn't technology. It's energy.AI infrastructure, EV adoption...
30/04/2026

The best-performing S&P 500 sector over the past five years isn't technology. It's energy.

AI infrastructure, EV adoption, and global industrialisation are pushing electricity demand faster than the grid can absorb. Big Tech has responded with 20-year nuclear commitments. Transformer lead times exceed two years. Permit freezes are spreading across the U.S.

The structural theme is in place. Our latest market note breaks down what it means for portfolios.

Click the link below to read more. 👇
https://bit.ly/4ehZBFY

Iran's regime falls, but the Strait of Hormuz blockade, choking 20% of global oil, spikes Brent to $120/bbl and reframes...
17/03/2026

Iran's regime falls, but the Strait of Hormuz blockade, choking 20% of global oil, spikes Brent to $120/bbl and reframes M.A.D. for the energy age. Our latest note unpacks U.S. buffers, inflation shifts, and recession risks for HNWI portfolios.

Read more in our latest market note. 👉 https://bit.ly/412InV2

A heartfelt thank you to Grant Thornton (Cayman) LLP for sponsoring the Cayman National Rugby Team and providing the opp...
10/03/2026

A heartfelt thank you to Grant Thornton (Cayman) LLP for sponsoring the Cayman National Rugby Team and providing the opportunity to participate in such a memorable day.

Twenty-four teams competed in this exciting event, with Team LOM featuring Paul Henry, Jason Scarff, Lester Purvis and Sergio Micucci.

Supporting events like this is further proof of our dedication to the Cayman jurisdiction and we look forward to a bright collaborative future in Cayman.

We are pleased to welcome Alex Matcham to the Trade Desk team.Alex brings proprietary trading experience and a sound bac...
16/02/2026

We are pleased to welcome Alex Matcham to the Trade Desk team.

Alex brings proprietary trading experience and a sound background in technical analysis, with a focus on price action, risk management, and market behaviour. Ambitious and highly motivated, he introduces a fresh perspective to our trading operations.

Welcome, Alex. We look forward to your contributions.

We are pleased to introduce Kathryn “Kat” Roberts, Investment Advisor Assistant to the Bermuda team.Kat brings valuable...
02/02/2026

We are pleased to introduce Kathryn “Kat” Roberts, Investment Advisor Assistant to the Bermuda team.

Kat brings valuable experience across brokerage, investment and financial services operations, with key strengths in client relationship management and business development. Ambitious and highly organized, she thrives in fast-paced, collaborative, client-focused environments, perfect for driving service excellence while tackling new challenges and continuous learning.

Address

Hamilton

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Sunday 09:00 - 04:30

Telephone

+14412925000

Website

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