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.
Our investment process is summarised in our dedicated Investment Process document attached here and summarised in the sections below:
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.