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AWM launches its own Discretionary Fund Management service!

AWM launched its own Discretionary Fund Management

“If you have been following our journey these past few months, you would know that 2019 has been a big year for AWM. Not only were we nominated for numerous awards but we launched the Ascot Wealth Platform last week – a significant milestone for AWM! 

It is with great pride that we can now announce the official launch of Cape Berkshire Asset Management (CBAM), a discretionary fund management service giving us more efficient and cost-effective solutions.  We have had the permissions for this since March ’19 but wanted to launch it in conjunction with our platform.” – Mark Insley, Founder and Managing Director

Our Background

AWM has been growing at a steady pace for the past 8 years and in this time we have developed a tried and tested method of investing. Our portfolios continue to provide strong returns and with the increase in the number of clients that we decided to implement a dedicated discretionary fund management service. We want to continue delivering the quality of service we are so proud of and therefore feel that this is the right time and decision for AWM as this will increase the operational effort in running the portfolios for 750+ clients with close to £150mm under management.

Cape Berkshire Asset Management was formed in late 2018 and is something we have been building behind the scenes. We now feel that we are ready to advise clients on whether it is the best option for them.

Benefits of using the discretionary service include:

  • A lower expense ratio to the current AWM Advisory expense ratio. 
  • The ability to use exchange-traded funds. 
  • Cost-efficient, sector-specific exposure. 
  • The ability to use investment trusts. 
  • Improved efficiency for portfolio transactions.
  • Removed administration for clients.
  • The introduction of a portfolio management team as well as an Investment Committee.

What does this mean for you, our client?

It doesn’t have to mean anything if you don’t want it to. Rest assured, the advisory service will remain but will just be run in a more systematic manner to reflect Cape Berkshire decisions at the end of the quarter. However, for clients that want us to be able to act quickly and take advantage of market opportunities as and when they arise at our discretion, Cape Berkshire could be a good option.

To fully understand how this can benefit you please contact your adviser who will be best placed to help you with your decision to add Cape Berkshire DFM to your AWM serving.

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Big year for AWM!​

Big year for AWM!

Ascot Wealth Management had the honour of starting off the year by being named the South East’s Professional Adviser Firm of the Year for 2019. This was followed by a number of nominations for the highly acclaimed Retirement Planner Awards 2019 in the following categories: Best Individual Pensions Advice Firm of the Year*, Best Pension Freedom Service, as well as an individual candidate nomination for our financial adviser, Catriona McCarron, in the Young Retirement Planner Award in the UK** category. We also received our first-time nomination for the Investment Marketing and Innovation Awards’ Digital Marketing Initiative of the Year Award, in recognition of our short financial videos.

And this was all in the span of only eight months!

It is with great pleasure that we are now able to announce that Ascot Wealth Management has been shortlisted in the fifth annual Growth Investor Awards for the coveted Wealth Manager of the Year Award, sponsored by Kin Capital. The award focuses on companies that have had an impact beyond investment whether that be through the creation of jobs, boosting economic growth or supporting of innovation. To be recognised in this category confirms the refreshing Ascot Wealth Management mantra of always looking outside the box for the latest investment solutions

The judges will evaluate how we incorporate alternative investments as part of a client’s portfolio, how we optimise research and education and how we apply our expertise to add value to our clients.

The exclusive black-tie dinner will be held at the Royal Lancaster Hotel in London on the 6th November in front of an audience of 450 guests. 

Commenting on becoming a finalist in this prestigious category, AWM’s Managing Director, Mark Insley said: “The AWM team is thrilled to be recognised as a finalist for this award. Our mantra is always to think outside the box with fresh ideas and with with the extreme volatility in world markets we pride ourselves on looking at the positive opportunities for clients to achieve their investment goals”

 *London, the South East and East Anglia 

** excluding London