Fund Management is a core business area for Cluttons with a wide ranging and growing client base including pension funds, charities, family trusts and private clients. Building and maintaining close relationships are key to our business which is reflected in the long history we have with many clients.
The services we offer include the traditional fund management disciplines of portfolio strategy and creation, using a carefully structured approach involving detailed analysis and modelling tailored to the individual clients’ bespoke needs and risk parameters. Our rigorous stock selection process hand picks individual investments via our extensive contact base and the assets are managed in-house by our experienced asset management team. We have a strong track record of performance for our clients against a variety of benchmarks.
Key services offered:-
- 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 Church in Wales
- All Souls College, Oxford
- John Lyon's Charity
- Queen's College, Oxford
- Dulwich Estate
- Rowe Estates
In addition we will be launching a number of funds in different sectors which will be accessible to institutional and qualifying professional investors. The first fund will be the CQUK Development Fund which will undertake a mixed portfolio of development projects in the UK with forecast returns of over 15% pa.
Further information on our Investment service
- Ross Owen
T: 020 7647 7117
ross.owen@cluttons.com - Jamie McCombe
T: 020 7647 7234
jamie.mccombe@cluttons.com
