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.