About Cornelian
Cornelian Discretionary Platform Portfolios
Cornelian Asset Managers is an independent company owned and
controlled by the directors and employees. In addition to ownership
of the business, many of our investment managers have personal
savings invested with the company and our interests are therefore
closely aligned with those of our clients. We take our name from
the Cornelian stone, a semi-precious gemstone to which is
attributed the power to improve analytic abilities and clarify
perception: two qualities on which we pride ourselves.
We have built our business through our expertise in constructing
and implementing broadly based investment portfolios covering many
types of assets, designed to add real value to clients in line with
their investment and risk objectives.
Objective
We aim to achieve investment performance that delivers a real
return for clients and matches or exceeds their expectations, but
only through exposure to an appropriate and agreed level of
risk.
Structure of the Portfolios
The Portfolios are aligned to cover risk ratings 3 through to 10
on the Novia risk scale but can be calibrated to a range of risk
profiling tools. Cornelian are happy to provide assistance with
this.
They offer a multi-asset, diversified solution and are actively
managed to remain consistent with the client's specified risk
tolerance.
What do the Cornelian Discretionary Platform Portfolios
offer?
- Investments diversified across a broad range of assets held
within the funds
- Multi-asset portfolios unconstrained by investment
benchmarks
- Investment portfolios designed to meet a comprehensive range of
personal investment objectives and risk tolerances
- Investment management by a team of highly experienced
investment professionals
- Active management of investments held within the funds
- Target TER no higher than 2.00% on all portfolios
Key Benefits to the Financial Adviser
- Ability to deliver a quality investment solution across your
client base or to client segments
- Delivery of institutional quality investment processes
- Reduction in investment risk and increased consistency of
process within your business
- Reduction in investment research to enable more time to spend
with your clients
- Comprehensive service and support
Contact
Further details can be found by clicking on this link
You can also contact your Novia Regional Sales Manager or
speak to one of the Cornelian team on 0131 240 2770 or email
adviser.support@cornelianam.com
