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Wealth Management
Wealth Management is an important part of our service to you and encompasses both the growing and protecting of your hard earned investments.
We have chosen to work with Cape Berkshire Asset Management, who run 5 risk-adjusted, multi-asset portfolios, on a discretionary basis for our clients. The discretionary nature of these portfolios allows them to generate real returns based on swift implementation of both strategic and tactical asset allocation decisions. It also allows them to save you money by investing in passively, rather than actively, managed funds, thereby removing the need to pay an external party for asset allocation.
You can have confidence that whichever grouping we place a portion of your estate in it will be focused on achieving the objectives in the medium to long term set out to you by your dedicated adviser.
Most client funds will be invested in retail products using regulated UCIT compliant funds but we also have specialist parts of our Wealth Management proposition that provides investment in unlisted equities, many qualifying for Seed EIS or EIS status and allows some to invest in UCIS funds. Please ask your adviser if these could form part of your wealth management service with Consulo Wealth Solutions.
Financial Planning
Financial planning is at the forefront of everything we do. Our specialists will guide you through all the important decisions and work out planning solutions for you. We don’t see this as a one-time effort; we this as an evolving process.
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Corporate Planning
Creating your own qualifying pension scheme could work better as a benefit and retention tool for a wider range of staff.
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Tax Planning
Taxation can be complex with the ever changing rules, reliefs and allowances, so it’s important to make sure you are up-to-date so that you can make your personal finance more tax efficient.
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Our investment process is summarised in our dedicated Investment Process document attached here and summarised in the sections below:
Discretionary Fund Management Service
The Investment Process
Ascot Wealth Platform
Discretionary Fund Management Service
As a client of Cape Berkshire, you will have direct access to a dedicated investment manager who will take care of the day-to-day running of your portfolio, from dealing with the administration to managing the risk. Regular reporting will ensure that you remain fully informed about your investments and you will have 24/7 access to your online account, via Ascot Wealth Platform, so that you can check the status of your portfolio at any time, from anywhere.
Our discretionary management service offers an effective solution for those without the inclination, time or expertise to take an active role in managing their investments.
At Cape Berkshire we believe that the advent of technology has necessitated a break away from traditional asset management models in which the integration of adviser and investment manager roles was of less importance. Our portfolios are run on Ascot Wealth Platform, which offers you and, should you wish, your other professional advisers such as accountants, tax professionals and solicitors online access to your portfolio of investments so that all parties have up to date, accurate and transparent information.
The Investment Process
The core of Cape Berkshire’s business is to provide structured risk managed portfolios to savvy investors. With 10 years running advisory portfolios at a Wealth Management firm, they are well versed in the ever changing tools and investment strategies on offer to you. These six points set out the Cape Berkshire aims and methodologies to successfully run investments for our clients.
- Rigorous Investment Framework
- Equally Quantitative and Qualitative Approach
- Asset allocation always fundamental
- Wide Fund, ETF & Unit Trust Universe
- External Relationships & Their Insights Key
- Focus on long term global opportunities
Ascot Wealth Platform
Ascot Wealth Platform launched to much acclaim in August 2019 and is one of the first to benefit from an exciting collaboration with the True Potential Intelligent Platform in which they have turned the platform development model on its head.
Ascot Wealth Platform believes that two of the main problems people have with the way investment usually works are a lack of modern solutions and a lack of agility in financial services.
Ascot Wealth Platform client sites solve both of these issues. You can organise and track your investments conveniently online, and get in touch with your financial adviser in an instant.
It’s all part of their vision to use technology to go ‘beyond wealth management’ and deliver a ‘client first’ experience.