About Us

SL was established in 1990 and over those 20 years, we've been quietly building a reputation as being a business built on the knowledge and skills of our specialist teams and solid professional judgement and standards. SL has become the recognised market leader in valuing secondary life assets, and our expertise in life policy-based investment funds has enabled the development and launch of numerous investment products based on UK and US domiciled life policies.

SL is authorised and regulated by the Financial Conduct Authority as an Investment Manager and Investment Advisor and maintains an EU MiFID passport.

Since launch, SL has since evolved into a diversified alternative investment management house with the necessary skills and expertise to advise clients, as well as develop and manage resultant funds.  SL has engaged with major financial institutions globally creating funds across multi-jurisdictions.

SL is a founding member of the European Life Settlement Association and is dedicated to supporting the Life Settlement Industry to adopt recognisable standards to promote Transparency, a Code of Practice and Self Regulation.

SL also cofounded the Association of Policy Market Makers, for traded endowments in 1990.

Internal Company Values

The company's corporate culture is defined by the values it encourages and promotes internally to its own staff. This value-set is known internally as 'SPIRIT': an acronym for Service, Professionalism, Integrity, Respect, Improvement and Teamwork. This provides a behavioural framework and terms of reference for staff to respond to in their roles whilst looking after client and business needs.

A Culture of Innovation

Our innovative approach is marked by a series of industry firsts. We developed the UK's first Traded Endowment Policy ("TEP") open-ended fund and also created the first TEP Investment Trust, the first Off-Shore open-ended TEP Fund (OEIC - Open Ended Investment Company), the first hybrid TEP/Property Fund.

Proud of our tradition of innovation, SL created the first listed collective investment vehicle in life policies, the London-listed Kleinwort Endowment Policy Trust plc.

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SL Investment Management is authorised and regulated by the Financial Conduct Authority.