Keeping you informedThe 2018 editionThe 2018 edition

FT Private Client Wealth Management Guide 2018

Cantab Asset Management was quoted in the Financial Times Private Client Wealth Management Guide 2018, which was published on Saturday 16 June 2018. Asked about how Cantab was navigating investment markets amidst political uncertainties, ‘Cantab Asset Management said that it has “slightly reduced” its UK equity exposure over the past two years but maintained a 10 to 15 per cent weighting across its model portfolios. “We stress the fact that many UK-listed companies (particularly large-cap) are in fact multi-national corporations which earn significant proportions of their revenues from overseas.”’ 

The report covered a variety of issues including keeping wealth in the family, ethical preferences of Millennials and fee comparison among wealth managers. Cantab Asset Management was delighted to highlight in the Guide, the leading performance of the Cantab Balanced portfolio over 5 years in 2016 and 2017.

Cantab Asset Management was compared against 44 other top wealth managers in the Private Client Wealth Management Guide.

The publication can be found online: https://www.ft.com/content/8dff8486-6f04-11e8-852d-d8b934ff5ffa

If you would like to know how we can help you with your investments, please email us on advice@cantabam.com or call us on 020 3651 0570.