Cantab acts for private clients providing wealth management services for Partners in the leading legal and accountancy firms, entrepreneurs, senior executives and family offices.

Financial planning and the structuring of investments can be of great importance in the overall returns achieved on portfolios.

Cantab’s professional staff are trained in tax planning, retirement planning, financial structuring and investment management.

Multi-disciplinary knowledge provides clients with efficient and effective advice and implementation.

Within Cantab, there are Chartered Accountants, Chartered Financial Planners, Chartered Wealth Managers and Chartered Financial Analysts. Weekly meetings for professional staff ensure that all are kept up to date with the latest thinking, technical developments, regulation and legislation.

Weekly equities meetings and regular Investment Committee meetings ensure that client portfolios are carefully monitored and updated as appropriate. Risk assessments are carried out on the model portfolios by both internal and external analysts.

Cantab portfolios are assessed by Asset Risk Consultants (‘ARC’) which publishes rankings of Private Client Managers compared with their peers.

Cantab portfolios have been listed in the top quartile of the ARC rankings in most time periods in the last ten years.

Find out more about our Wealth Management Service

A wise man is he who listens to counsel