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 May 2019
    Cornelian's Chief Investment Officer Hector Kilpatrick gives our Investment Team's commentary of the month passed and outlook for markets going forward.

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  • CPS: Supporting Your Clients' Goals
    The unique Cornelian Portfolio Service (CPS) is designed to be one of the most cost-effective ways for you to directly access our discretionary services for your clients, investing in a unitised multi-asset solution that is tailored to clients’ objectives and risk tolerance.

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  • Quarterly Investment Webinar - 23rd April 2019
    Our webinar for Q1 2019 is hosted by Cornelian's Chief Investment Officer Hector Kilpatrick and Investment Director David Appleton.

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