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Services

Cape Berkshire is proud to offer the following services.

Discretionary Managed Portfolio

As a client of Cape Berkshire, you will have direct access to a dedicated investment manager who will take care of the day-to-day running of your portfolio, from dealing with the administration to managing the risk. Regular reporting will ensure that you remain fully informed about your investments and you will have 24/7 access to your online account so that you can check the status of your portfolio at anytime, from
anywhere.

Our discretionary management service offers an effective solution for those without the inclination, time or expertise to take an active role in managing their investments.

At Cape Berkshire we believe that the advent of technology has necessitated a break away from traditional asset management models in which the integration of adviser and investment manager roles was of less importance. Our portfolios are run on wrap platforms that offer you and, should you wish, your other professional advisers such as accountants, tax professionals and solicitors online access to your portfolio of investments so that all parties have up to date, accurate and transparent information.

For the individual client

When creating Cape Berkshire we were meticulous in crafting a proposition which would rectify some of the observations we made of advisory managed portfolios. In particular, we wanted to avoid client portfolios becoming a build up of legacy investments that were not being regularly reviewed and actively managed. In addition, we wanted to improve transparency for the client. Increased contact, access to an online portal and a regular flow of literature are a few of the services you can enjoy as a client.

For the Financial Adviser

Our Managed Portfolio Solution is an appealing proposition for financial advisers looking to offer their clients a discretionary fund management service whilst at the same time avoiding the operational strain of running the portfolios. Financial advisers are free to focus their energy on other areas of financial advice but still offer their clients a global and cost effective discretionary fund management service that they will have access to and that will ultimately complement their overall offering to clients. Our proposition also offers the option to run decumulation versions of the Managed Portfolios for financial advisers. This feature is often of great benefit if they have clients in the retirement stage of their lives.

As part of our service you can expect to receive the following:

Ability for advisers to play a key role in portfolio selection, risk profiling and Strategy | Ability for Advisers to compliment CBAM core portfolios with alternative asset strategies | Considerations for Onshore Bond and other restricted investment portfolios | Management of  corporate and Trust based portfolios | Availability of Decumulation Options | Quarterly Outlook and Investor Update Calls | Q&A sessions for clients | Access to Cape Berkshire Watchlist | Access to Fund Manager Meeting notes and videos | Economic Commentary | Quarterly Benchmark comparisons | In- house documents able to be White labelled to each firm even with minimum assets with the DFM.

Copyright © 2019 Cape Berkshire. Authorised and regulated by the Financial Conduct Authority. FCA registration number: 81080

The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the original amount invested. Cape Berkshire funds may be higher risk than other funds and past performance is not a guide to future performance. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. Cape Berkshire funds may hold a greater percentage of smaller company stocks which can be higher risk than those in larger companies. The material within this web page is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. Any views are those of Cape Berkshire as at issue, unless stated otherwise, and we do not undertake to advise you as to any change of our views. Forecasts/estimates are not a reliable indicator of future performance. All information is given in good faith but without any warranty. Cape Berkshire does not give investment advice and only provides information on Cape Berkshire products. Further risk information can be found in the Prospectus/Key Investor Information Document which should be read carefully prior to investing and can be obtained by downloading from the Literature page on www.capeberkshire.co.uk. All personal information, such as name and email address, is collected for the purposes of sending you information requested or answering queries. This information will be held by us in accordance with data protection regulation and will not be passed to third parties. Click here to read Cape Berkshire’s full privacy notice. It may, however, be used by us to inform you of other services and products offered by Cape Berkshire. If you would like to be removed from our database at any point, please contact us with your request at info@capeberkshire.co.uk. This website is intended for those who access it from within the United Kingdom. If you are accessing the website outside the United Kingdom, your local legislation may not permit us to offer products for you in your own country. If you choose to access the website from a jurisdiction other than the United Kingdom you do so at your own risk and Cape Berkshire will not be liable for any breach of local law or regulation that you commit as a result of doing so. None of our products are available to residents of the United States of America, residents within an area subject to its jurisdictions or United States Persons. Please note that our website uses cookies. To find out more about our use of cookies please click here to view our Cookie Policy.