About Us - Cantab Asset Management

Cantab Asset Management is a wealth and investment management firm based in London and Cambridge.

We aim to give clients the best advice possible, and to serve them well. We have considerable expertise and understanding of:

Retirement planning and pensions
Estate and financial planning
Investment strategy
Stock and fund selection

The firm operates on a fee basis, which is simple, easy to understand and is discussed and agreed in advance with clients.

Cantab has a thirty year track record of good advice and manages around £1bn of client assets.

Following regulatory approval, we are delighted to announce that Cantab Asset Management officially joined the Canaccord family on 1 October 2024. Please click here to find out more about Canaccord.

Chartered Financial Planning Firm Status

At the heart of Chartered status for firms is the desire to help the financial advice discipline to improve standards of knowledge and behaviour and, in turn, levels of professionalism.

A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees.

Cantab Asset Management has held the Chartered status since 2013.

Financial Times Top 100 Adviser

Cantab Asset Management is listed in the latest FT Adviser Top 100 Financial Advisers 2023 in the UK. This is a credit to the excellent work of Cantab’s Financial Adviser and Wealth Management teams who provide top quality bespoke service to clients and prospective clients looking for financial advice.

“The FTAdviser Top 100 just represents a slice of the amazing work that financial advisers do, day in and day out, but to be among the names in the frame in 2023 is no mean feat….Congratulations to all of those named among this year’s Top 100.”

Simoney Kyriakou is editor of FTAdviser

Independent versus Restricted Advice

Since 1 January 2013, investment advisers have to state whether they provide ‘independent’ or ‘restricted’ advice. Cantab Asset Management Ltd is an ‘independent financial adviser’ providing advice on all areas of private client finance and access to all products from across the market.

Our Team

Cantab has a friendly, personable and extremely knowledgeable team which manages the client portfolios. Cantab strives to meet and exceed financial goals and provide good returns for investors.

Our Offices

Cantab’s offices are well located in Cambridge.

Find out more about our service

In abundance of counsellors there is victory