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1st February 2018 - Briefing Notes

Discretionary Management Services

Cantab Asset Management provides a Discretionary Management Service for clients as it strives to further improve portfolio performance, reduce administration time for clients and facilitate the integration of financial planning and investm ...

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1st February 2018 - Briefing Notes

Family Investment Companies

Trusts are the standard way to pass down family wealth to future generations. However, recent tax changes mean that family investment companies may offer a more tax-efficient option. The Finance Act 2006 introduced significant changes in t ...

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1st February 2018 - Briefing Notes

Financial Times Private Client Wealth Management Guide 2017

The Financial Times publishes a guide to wealth management firms providing private client services. We were delighted to be singled out in the 2017 FT Private Client Wealth Management Guide for having the best performing average balanced p ...

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1st February 2018 - Briefing Notes

Independent versus Restricted Advice

As from 1 January 2013, investment advisers have to state whether they provide ‘independent’ or ‘restricted’ advice. Cantab Asset Management Ltd is an ‘independent financial adviser’ providing advice on ...

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1st February 2018 - Briefing Notes

Investment Structures

Cantab Asset Management advises on asset allocation, fund manager and stock selection. Cantab can implement this advice for clients through either advisory or discretionary management arrangements. Additionally, Cantab provides support ser ...

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