The asset allocation or the investment mix of a portfolio is designed to meet an appropriate risk profile of an investor and typically consists of Global Equities and Global Bonds. Rebalancing a portfolio is the process of bringing the current asset allocation back into line with the original or intended asset allocation.

Lexo are proud to announce that it has achieved certification from Cyber Essentials, and is recognised as being dedicated to cyber security. The business complies with the government-backed cyber security standard, offering reassurance to both clients and colleagues alike.