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

  • Productivity growth to the rescue
    The Cornelian Investment Team views productivity as the key to investment returns and explains why in the article below.

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  • Market Commentary October 2018
    The Investment Team give their Market Commentary of the month passed and also their Investment Outlook, with reference to trade negotiations between the US and China and the increasing importance of technology.

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  • Autumn Investment Webinar
    Join our Chief Investment Officer, Hector Kilpatrick in this interactive Investment Webinar.

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