Established to endure

Cantab offers clients an holistic service.

Cantab Asset Management is focused on providing comprehensive financial planning and wealth management services to a range of clients. We provide clients with a fully integrated approach seeking to cover all areas of their financial situation.

For Private Clients this will typically include a mixture of pensions, tax and investment management advice but may include estate planning, trusts and charitable giving. Areas of specialisation include:

  • Comprehensive Financial Planning
  • Investment advice and wealth management
  • Retirement planning and pensions
  • Estate and trust planning
  • Long term care planning
  • Business protection
  • Employee benefits
  • Exit planning

For Institutional Clients, this will typically include a mixture of asset allocation, performance analysis, tax and investment management advice but may include individual stock selection and discretionary portfolio management. Areas of specialisation include:

  • Investment advice and wealth management
  • Asset allocation
  • Income projections
  • Ethical and ESG investments
  • Liability driven investments
  • Consolidated reporting and benchmarking
  • Portfolios to meet different objectives

Download our briefing notes to read further.

Our Advice Process

Our Advice Process for Institutions

Investment Structures

quote-lefta wise man is he who listens to counselquote-right