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

  • What does the new year hold for global equities?
    Hector Kilpatrick, Chief Investment Officer at Cornelian Asset Managers takes an optimistic look at global equities in the year ahead.

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  • Market Commentary January 2018
    The Investment Team outline their Market Overview and Investment Outlook for 2018. Both the FTSE All-Share index and the FTSE World ex UK (£) index returned 5.0% during the three months to the end of December (FTSE World ex UK index rose +5.5% in local currency terms).

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  • Market Commentary - December 2017
    The FTSE All-Share index returned -0.3% during the three months to the end of November, whilst the FTSE World ex UK index returned 1.3% in sterling terms (FTSE World ex UK index rose +7.0% in local currency terms).

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