Overview

Our Approach

We have built our business through our expertise in constructing and implementing broadly based investment portfolios covering many types of assets, designed to add real value to clients in line with their investment and risk objectives. 

For those clients who prefer to invest in a discretionary portfolio, we offer a range of services.  Whichever service your client chooses, we aim to achieve investment performance that delivers a real return and matches or exceeds their expectations. 

Our Discretionary Investment Management Service offers all clients:

• A named Portfolio Manager
• High quality Valuation Reports on a six-monthly basis for clients, and their advisers if requested
• Full annual Tax Reports
• 24 hour access to their valuation, and their advisers,  through a secure link on the Cornelian website
• Invitation to our annual Investment Seminar, if requested by the adviser
• Investment management of all portfolios by a team of highly experienced investment professionals
• Active management of portfolios, diversified over a wide range of underlying investments to provide the broad diversification across geography and type required to fulfil each of their objectives 

For the full range of our discretionary services, please click here