Continuing a legacy

Financial Investment Planning for School & College Bursars

Cantab serves Oxbridge Colleges with a bespoke service.

Cantab Asset Management works closely with school and College Bursars and Investment Committees to provide the advice and expertise required for College needs. We assist in the structuring of financial investments and the cashflow planning to address particular circumstances. We provide the professional skills to tackle the wide diversity of interests, trusts and charitable activities which may be involved.

Investment Management

We provide both advisory and discretionary investment planning and management services. We will work to establish the levels of risk and return which trustees consider appropriate and develop a financial plan to facilitate the achievement of objectives. We will discuss any investment preferences which the College may have and incorporate these into the planning process.

Our discretionary investment service will then work to implement the plan, report back regularly to Masters and Bursars on the performance and provide guidance on the achievement of desired objectives. The investment manager will create and maintain portfolios that are specifically designed for the College and customised towards helping achieve objectives on a pre-agreed risk profile.

Alternative approaches

We are creative and flexible and can provide innovative solutions to challenges that are faced as the interests of the College are considered now and in the future.

As you would expect from Cantab Asset Management, we will provide the professional skills and the analysis and research to assist you to achieve your objectives.

Download our briefing notes to read further.

Cantab Charity Service

Looking at Alternative Asset Classes for Institutions

Trustee Responsibility

quote-leftdiligent hands bring wealthquote-right