Cavanagh Asset Management

Discretionary investment management services exclusively for clients of the Cavanagh Group.

Based on your requirements, and in conjunction with the strategy outlined by your Cavanagh Adviser, your personal investment manager considers the constant flow of market information and ideas from brokers, analysts and fund managers across the City of London. Their aim is to analyse this industry intelligence and its potential influence on your assets. They also attend regular meetings with the management of companies in which you may be investing. It is this collective information that is applied to the construction and ongoing management of your portfolio.

Depending on the size of the funds available to invest, your portfolio will be constructed for you, using either collective investments* from a range of top quality investment firms, or by using a broader range of assets, including direct exposure to fixed interest securities, equities and alternative funds.

* investment trusts, unit trusts and open ended investment companies for example.

If you would like to discuss which investment option is right for you, please contact Cavanagh Wealth Management and a member of our team will be pleased to help.

Past performance of an investment is no guide to its performance in the future. Investments, or the income from them, can go down as well as up. Risk can be brought about by the performance of world markets, interest rates, taxes on income and capital, and foreign exchange rates. You may not necessarily get back all of the funds originally invested.

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