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

  • A positive outlook - after a rocky start
    Hector Kilpatrick, Chief Investment Officer at Cornelian Asset Managers, assesses the current issues facing investment markets.

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  • Quarterly Investment Webinar - April 2018
    During this session, hosted by Cornelian's Hector Kilpatrick and David Appleton, you will hear why Cornelian do not believe that accelerating wage inflation will derail the equity market, and hear their views on current trade tensions...

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  • Market Commentary - April 2018
    The Cornelian Team outline their latest views on the global economy and expand on why we think productivity is set to improve markedly in the US and why this is important for the outlook of equity markets.

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