Steering a course

Cantab serves some of the wealthiest families in the country.

Cantab Asset Management’s Private Office looks after a select group of wealthy individuals and families in the UK and overseas. Absolute discretion and trust are the watchwords for our team. We work closely with you and your advisers to provide the advice and expertise required for your individual needs.

We assist in the structuring of your investments, the cashflow planning to address your particular circumstances and the professional skills to tackle the wide diversity of business interests, family trusts and charitable activities with which you may be involved.

Investment Management

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

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

Succession

Preparation of the next generation for wise stewardship of inherited resources is a key component to effective succession planning. Assets passed on without appropriate education, clear thought or tax planning can represent a huge burden which can be overwhelming for the recipients. In addition, some recipients may lose motivation and cease to pursue their life’s interests and aspirations.

We will endeavour to assist you and your other professional advisers to ensure that your wills are up to date, that any succession planning is robust and that the next generation is helped to take on the responsibilities envisaged.

Alternative Approaches

We are creative and flexible and can provide you with innovative solutions to challenges that you face as you consider your interests now and in the future.

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

Download our briefing notes to read further.

Cantab Private Office

Our Advice Process

Family Investment Companies

quote-leftthe plans of the diligent lead surely to abundancequote-right