We aim to achieve investment performance that delivers a real return for you that matches or exceeds your expectations
Services Overview
We aim to achieve investment performance that delivers a real return for you that matches or exceeds your expectations, through a very clear understanding of your investment objectives and attitude to risk.
In addition, we believe that portfolios at all levels should benefit from the same depth of investment expertise and analysis.
Whether your needs are for an individual, tailored portfolio or you prefer to use one of our fund solutions, we do not compromise on the investment research and analysis to optimise the outcome for you.
We offer discretionary investment management through three investment services:
Diversified Portfolio Service
- Investments are held within five multi-asset diversified OEIC funds
- Funds designed to meet a comprehensive range of personal objectives and risk tolerances
- Funds actively managed by the Cornelian investment management team of highly experienced investment professionals
- Tax efficient fund structure
- Quality reporting
- Minimum investment £100,000
Discretionary Fund Service
- Discretionary portfolios are constructed using managed funds
- Client exclusions are available at fund or asset class level
- Portfolios designed to meet a comprehensive range of personal objectives and risk tolerances
- Portfolios actively managed by the Cornelian Investment management team of highly experienced investment professionals
- Quality reporting
- Minimum investment £200,000
Discretionary Service
- Discretionary portfolios are constructed through stock selection of UK equities and a full range of other asset classes
- Client specific inclusions and exclusions are available
- Portfolios are designed to meet clients' personal objectives and risk tolerances
- Portfolios actively managed by the Cornelian investment management team of highly experienced investment professionals
- Quality reporting
- Minimum investment £500,000