Commercial - Fund management
Fund management is a core area of business for Cluttons. We have a wide ranging and growing client base including pension funds, charities, family trusts and private clients.
Our experienced fund management team can provide either a full discretionary or advisory service covering both the direct property market and the indirect property market. We make use of best available research in formulating portfolio strategy with financial modelling tailored to the individual client needs and risk parameters.
Our rigorous stock selection process and extensive contact base enables us to build robust portfolios, capable of meeting investment objectives and providing attractive risk-adjusted returns. Portfolios are managed in-house by our dedicated asset management team. We have a strong track record of performance for our clients against a variety of benchmarks.
Key services include:
- investment management and advisory services
- active asset and property management
- portfolio strategy and analysis
- research driven stock and sector selection
Our client base includes:
- Associated British Ports Group Pension Scheme
- Harmsworth Pooled Property Unit Trust
- The Representative Body of the Church in Wales
- All Souls College, Oxford
- John Lyon's Charity
Building and maintaining close relationships is an important aspect of our business which is reflected in the long history that we have with many of our clients. We offer a genuine partner level service and ensure that clients get the full benefit of the team’s collective market experience.