Cantab Asset Management is a boutique investment management and financial planning firm. We develop long-term client relationships by providing a clear, concise and consistent service.
Our clients are varied - private individuals, family offices, companies, charities, pension funds and other institutions. City professionals who use our services include Partners at the large legal and accountancy firms.
We aim to assist each client to build their finances on solid foundations in order to achieve desired objectives.
Our Discretionary Service allows clients to outsource portfolio investment decisions and reduce paperwork. We invest in collective investments and individual shares and bonds in our portfolios with the aim of further improving performance.
Clients use Cantab Asset Management for many reasons, including:
Track record - Cantab has a track record of good advice for over thirty years;
Investment performance – Cantab’s ARC verified performance came top for the 5-year Balanced Portfolio in the 2016 and 2017 FT Private Client Wealth Management Guide, ahead of 44 Private Banks and Wealth Managers.
Independence – Cantab is not tied to any products or funds. Cantab searches the whole market for suitable investments.
Personal service – Cantab's client-centred approach reduces client time spent on administering financial matters. Clients mention that they trust Cantab and value the care taken in all dealings by the Client Director and their teams.