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Latest News  06/02/2017

Cornelian funds shortlisted for the Professional Adviser Awards 2017

We are delighted that our risk-managed funds have been short-listed in the Best Multi-Asset Funds: Volatility Target category for the 2017 Professional Adviser Awards. The event 'Celebrating Excellence in Financial Advice' takes place on Thursday 9th February.

Additional categories for awards include:  Adviser Firm of the Year, Best Platform, Best Ratings/Research Service for Advisers, Best Network and many more - some of which will be voted for on the night itself.

We are pleased to be shortlisted for this particular award for our risk-managed funds. Our approach to managing risk differs from many other investment managers. The Cornelian risk-managed funds are managed strictly to an upper expected volatility level, but we are not constrained by a lower risk limit so that our investment team can derisk at any time if they feel it is prudent to do so.  In addition, our investment team are not constrained by any artificial barriers that might restrict investment performance (such as strategic asset allocation).  Instead, our investment team have the freedom to invest in the asset classes that they believe will add most value to investors.

 


Latest News  13/07/2017

Quarterly Investment Webinar - July 2017

Catch up on the recording of our latest Investment Webinar, where you can find out from Hector Kilpatrick and David Appleton why we believe this is not the time to be fully 'risk on', why we are warming to Japanese equities and where we see value in global markets...

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Latest News  29/06/2017

How do Cornelian stack up in Edinburgh's competitive Wealth Management space?

Online adviser discussion platform, DISCUS interviewed Cornelian's Marcus Brooks and Hector Kilpatrick to hear how Cornelian stack up against the many discretionary fund managers based in and around Edinburgh. At a guess, how many do you think there are? Ten, fifteen, twenty perhaps...

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