INVESTMENT MANAGEMENT

Cedar Wealth Planning has Discretionary Investment Management as its core proposition.

What is Discretionary Investment Management?

Essentially Discretionary Investment Management allows the chosen Discretionary Fund Manager (DFM) to have control over the everyday dynamic for your Pension, ISA or general portfolio. The DFM is responsible the for managing your investment to a risk mandate that aligns with your attitude toward risks.

Cedar are here to advise you on the most suitable investment structure in respect to tax treatment, functionality and charges. Furthermore, we are able to direct you on how to establish your own attitude to investment risk and capacity for loss using conversation and scientific industry tools.

We like this approach because we find most people want to know that there is a robust and repeatable investment process in place.

There are many different types or styles of investment management available to you that we can discuss. To initially learn more about Discretionary Fund Management and to see if this is right for you – please see the links below:

BLACKWOOD
ASSET MANAGEMENT

Keyfact: The Blackwood models are exclusively for our clients.

CLIENT LOGINCLIENT LOGIN

TATTON
ASSET MANAGEMENT

Keyfact: Tatton are the largest provider of Model Portfolios in the United Kingdom

LGT
VESTRA

Keyfact: The business is owned by the Princely Family of Liechtenstein and the executive partners of LGT Vestra

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