Cantab Asset Management is a wealth management, investment management, and financial planning firm. Cantab’s offices are based in London and Cambridge.
Our financial advisers, wealth managers and investment managers provide a full range of services to Individuals, Institutions, and Independent Financial Advisers.
Private Client Wealth management Service.
Managed Portfolio Service for Independent Financial Advisers.
Investment Management Services for Charities and other Institutions.
Responsible Investing and portfolios which incorporate ESG factors.
Tax advice from Cantab’s tax advisors.
Our own VT Cantab Funds.
Oxbridge college Investment Management Service.
Our clients are varied – private individuals, family offices, companies, charities, pension funds and other institutions, IFAs and other intermediaries. City professionals include Partners at the large legal and accountancy firms who use our City Partner Service.
Our Wealth Managers, Investment Managers, and Financial Planners are based primarily in London and Cambridge. If you would like to find out more, take a look at Our Team or Contact Us.
We aim to assist each client to build their finances on solid foundations in order to achieve desired objectives through a bespoke service.
Cantab Asset Management has a track record of good advice over thirty years. Find out more About Us.
Cantab advises Trustees of Charities, Colleges, Defined Benefit Pension Schemes and Livery Companies on investments.
Cantab’s team of professionals bring the disciplines of accountancy, financial analysis, planning and structuring of investments for the benefit of Cantab’s institutional clients.
Trustees may rely on Cantab to assist with investment policy drafting, engaging with ESG issues and liaison with other professionals such as accountants and actuaries.
Cantab provides Financial Advisers with access to the ARC ranked first quartile investment performance of Cantab Model Portfolios through the Cantab Managed Portfolio Service (‘MPS’) and VT Cantab Funds (‘OEICs’).
Cantab assists Financial Advisers to achieve client objectives with the harnessing of Cantab’s investment research team behind the investment portfolio construction.
Cantab provides Financial Advisers with a library of resources containing factsheets, Briefing Notes and investment comments to assist with client communications and meetings