Posts

Another winner at Ascot!

After being shortlisted in the prestigious ‘Growth Investor Awards’ alongside industry
heavyweights such as Barclays and UBS – Ascot Wealth Management walked away with the coveted ‘Wealth Manager of the Year’ award.

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AWM launches its own Discretionary Fund Management service!

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.

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Big year for AWM!​

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

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Statement on Liquidity of Risk-adjusted portfolios

The recent suspension of the Woodford Equity Income Fund (WEIF) amidst a torrent of investor withdrawals (most notably Kent County Council £263m (Financial Times, 2019)) brought to light that the fund was not as liquid as the “open-ended” term in the title of the universe in which it exists would infer.

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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.