Our investment
philosophy & approach
to portfolio
management
philosophy & approach
to portfolio
management
Providing a professional and discreet personal service, tailored to your needs, is at the heart of our investment philosophy at Cathedral Financial Management.
All our financial planners offer a highly bespoke wealth management service, taking the time to understand your investment objectives and your attitude to risk to provide precisely tailored recommendations.
We recommend investment opportunities to our clients only if we believe them to be of the highest value – literally as if we were managing our own money. Our objective is to achieve the highest level of return within your risk profile, and nothing less.
Our investment process uses collective funds and not direct equities. Our financial planners work from a core list of 40 to 45 funds. Portfolios are constructed using the traditional core and satellite approach by using some of the world’s leading fund managers, drawn from both mainstream and smaller “boutique” investment firms.
We believe that no one manager or fund management group can be an expert in every field. We select specialist fund managers for each part of the portfolio, and then monitor these fund managers in the context of your investment objectives.
All our financial planners offer a highly bespoke wealth management service, taking the time to understand your investment objectives and your attitude to risk to provide precisely tailored recommendations.
We recommend investment opportunities to our clients only if we believe them to be of the highest value – literally as if we were managing our own money. Our objective is to achieve the highest level of return within your risk profile, and nothing less.
Our investment process uses collective funds and not direct equities. Our financial planners work from a core list of 40 to 45 funds. Portfolios are constructed using the traditional core and satellite approach by using some of the world’s leading fund managers, drawn from both mainstream and smaller “boutique” investment firms.
We believe that no one manager or fund management group can be an expert in every field. We select specialist fund managers for each part of the portfolio, and then monitor these fund managers in the context of your investment objectives.
Blending cutting edge technology with one of the most highly qualified and experienced teams in the UK, we subscribe to some of the most modern investment
management tools in the professional market place. We do not simply rely on past performance data that is freely available to anyone on the internet, preferring
instead to take a proactive approach to market awareness.
We aim to protect your investments by investing in a broad range of asset classes with a low correlation.
Our advisory investment management service is available to private clients, trustees and pension funds. You will be allocated your own financial planner, who will know you and your circumstances well and who will give you expert advice on suitable investment ideas, as well as giving you review recommendations for your existing investments. Your financial planner will be assisted by a senior administrator who will also be a point of contact for you.
We aim to protect your investments by investing in a broad range of asset classes with a low correlation.
Our advisory investment management service is available to private clients, trustees and pension funds. You will be allocated your own financial planner, who will know you and your circumstances well and who will give you expert advice on suitable investment ideas, as well as giving you review recommendations for your existing investments. Your financial planner will be assisted by a senior administrator who will also be a point of contact for you.