The Lydian Private Experience: Advisers

An introduction should not cost you the relationship. What happens after you introduce a client, step by step: strategy agreed with you before the client is in the room, an internal workshop against the client's full position, the first joint meeting already prepared for, a Curated Lending Proposal cross-checked with you and presented together, lodgement through credit managed end to end and held to the date the strategy depends on, then re-pricing, valuations and refreshed proposals after settlement.