Terms and Conditions

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Working with Financial Advisers

We are focused on providing you with the best possible support to deliver your clients' investment proposition. Whether your clients' needs can be met through our multi-asset funds or through a discretionary service, we will work in partnership with you to make sure that you are fully informed of our investment decisions and well-briefed for your client meetings.  Beyond the quality of investment professionalism that we offer, we see effective communication as a crucial element in building and maintaining a long-term relationship with you.

Our Investment Services

We specialise in managing multi-asset portfolios.  You can choose from three types of investment service for your clients, all offering the same quality of underlying investment portfolio.  

Our range of services

Adviser Events

Find out about our forthcoming adviser events including interactive Investment Webinars and venues where we are presenting in association with the PFS, Tenet and others.  

Forthcoming events

Document Library

To assist you in client meetings, we offer a range of literature which is updated on a monthly basis including Fund Factsheets and individual monthly Fund Reports.  

Fund Document Library

Latest News

  • Market Commentary July 2018
    The Investment Team give their latest Market Overview, outlining the positive signs for the UK equity market and also their Investment Outlook, with a view towards de-globalisation and the long-awaited fourth industrial revolution.

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  • Cornelian Charity Challenge Cup 2018
    On Friday 22nd June, teams from various Finance firms across Edinburgh competed in a five-a-side tournament at the city's World of Football, raising £1,400 for Cornelian's 2018 nominated charity Glendrick Roost.

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  • UK Equities: 'unloved' and out of favour...
    Ewan Millar, Senior Investment Manager at Cornelian Asset Managers, looks at the prospects for UK equities.

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