Following on from last years’ success, Citywire’s New Model Adviser team has recognised Cantab Asset Management (‘CAM’) again as one of the Top 100 Advisers for 2015.
Citywire publishes news and professional commentary on the wealth management industry. With the radically changing rules and regulations applied to the industry, New Model Adviser has recognised the distinguished firms and people that have embraced change to provide excellent results and dedication to clients.
CAM provides both Financial Planning and Wealth Management services. CAM’s turnover has steadily increased and the funds under advisory and discretionary management have continued to grow. Some key performance indicators show:
- Assets under management have grown at an annual average rate of 41% to £360m since the merger of the antecedent firms in 2012;
- The number of clients has grown by 23% in the last three years and includes partners from the leading professional firms, entrepreneurs and institutional clients;
- CAM’s portfolio investment performance would place it in the top quartile of the FT Wealth Manager Report;
- Staff numbers have grown at an annual average rate of 24% over the last three years.
CAM look forward to another productive year of assisting clients – both private and institutional – build their finances on firm foundations.
If you would like to discuss your situation, please call David Saunderson, Chief Executive, on 020 3651 0570.
