Verified email-pattern data for Cape Berkshire is currently limited. You can still use the company insights and contact sections below.
A strong working relationship is key when it comes to providing a high level of service. By signing with us you would be able to enjoy direct access to your investment manager. Regular reporting will ensure that clients will remain fully informed about your investments. Our discretionary management service offers an appealing and convenient solution for those without the inclination, time or expertise to take an active role in managing their investments.
Cape Berkshire runs 5 risk-adjusted multi-asset portfolios that are driven by comparable models to the AWM portfolios, with the added benefit of a larger fund universe.
The increased pool of funds available offers two unique opportunities: The first opportunity is to generate alpha based on swift implementation of both strategic and tactical asset allocation decisions. The second opportunity is for a potential saving on fees due to a wider range of passive based options in region-sector-asset classes where the use of an actively managed fund was previously the only option.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Scotch Corner,, London Road,united Kingdom
- Industry
- Investment Management
- HQ
- Sunningdale, Berkshire
Cape Berkshire Questions
Cape Berkshire's LinkedIn profile is https://uk.linkedin.com/company/cape-berkshire
Cape Berkshire has
3 employees.
View email and phone details for 3
employees at Cape Berkshire.
Cape Berkshire's industry is
Investment Management
Cape Berkshire's top competitors are
Rosemount Financial Solutions (Ifa) Ltd,
Cedar Connect,
Mi-Plan Asset Management,
Aag Wealth Management,
Pam Insight Ltd,
Ascot Wealth Management,
Integral Asset Management (Pty) Ltd,
Khadduri Legal Consulting,
Impact Future Africa,
Aftersurg.
Cape Berkshire's categories are Investment Management
Cape Berkshire's founding year is 2018
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Top Cape Berkshire Employees
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-
Sam Hallett
Portfolio Co-Manager At Cape Berkshire Asset Management
Silverstone, England, United Kingdom, United Kingdom1agustawestland.com -
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