GAM High quality, diversified, multi-asset portfolios and risk-managed funds.

 

We believe every client should have access to the full range of investment tools and experience we can offer. At the heart of Cornelian’s approach is a belief that investors’ money should be managed as we would wish to have our own savings managed. We aim to add real value by producing returns in excess of inflation, RPI+, within predefined risk parameters. Our unconstrained approach allows the investment team to manage funds and portfolios within an upper expected risk limit, but with no lower limit, giving them freedom to de-risk when they believe it is prudent to do so.

Working with Financial Advisers.

Cornelian are focused on providing you with the best possible services and support to deliver your clients’ investment proposition.

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Key features of our investment approach.

Our highly qualified managers are dedicated to protecting and growing your clients’ wealth over time.

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Accessing our investment expertise.

Depending on your business requirements we offer a variety of ways for you to access our investment expertise.

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ABOUT US

Cornelian is an independent investment management company. We have built strong relationships with clients and professional connections through trust, openness and clear communication.

Our business has grown from personal and professional referrals; we now have clients ranging from individuals and their families to large pension funds and charities. Our network of Business Development Managers support financial advisers across the country who use our risk-managed funds and other services to deliver their investment proposition.

OUR INVESTMENT SERVICES

We offer a full range of discretionary investment services for Charities and Private Clients, including trusts and pensions. Our ‘broadly-based’ diversified investment portfolios are created using our tried and tested investment process. You can choose from three types of investment service for your clients, all offering the same quality of underlying investments:

› Cornelian multi-asset fund range. Our multi-asset funds offer a risk managed solution whether in our core multi-asset fund range or our newer Risk Managed Passive (RMP) range.
› Managed portfolio service. An alternative to platform investment, our MPS uses Cornelian risk managed funds in a discretionary portfolio and offers a CGT Allowance Management service.
› Discretionary investment management service. This service may be appropriate for clients who wish to select an individually designed portfolio aligned to their specific needs.

Whichever service you choose, we will not compromise on the quality of investment research and process, or the support that we offer you.

 

Commitment to quality. No matter which solution.

Depending on your business requirements we offer a variety of ways for you to access our investment expertise. Whether your clients’ needs can be met through our multi-asset fund range, our Managed Portfolio Service or through our Discretionary Investment Management Service, we do not compromise on the quality of our investment process, or the level of service we offer you. To find out more, download our intermediary brochure.

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OUR RANGE OF INVESTMENT SOLUTIONS

MULTI-ASSET FUNDS

Our Risk Managed funds are aligned to investors’ tolerance for risk and investment objectives, providing them with cost effective access to our institutional quality investment team. We are proud to have achieved some of the highest ratings from external parties including, FE Crowns, Distribution Technology ACE ratings and Defaqto Engage. The muti-asset range consists of six funds, each with a different investment objective and upper expected risk level, available on all the major platforms. We have removed all artificial barriers that might restrict investment performance (such as strategic asset allocation framework) to ensure our funds are ‘unconstrained’. The Funds sit within the IA Unclassified sector, so our investment team invest in the asset classes they believe will add most value to investors. Find out more on our website ›

We have recently launched our Risk Managed Passive (RMP) fund range available via platforms. Find out more ›

MANAGED PORTFOLIOS

The Managed Portfolio Service (MPS) is designed to be one of the most efficient and cost-effective ways for you to access our discretionary services for your clients. Under this arrangement you act as Agent for your client and instruct us on their behalf. We create a discretionary portfolio using one of our Cornelian funds, each of which is invested in a broad range of assets, has its own investment objective and upper expected risk limit. MPS offers your client a similar spread of investments, as well as the same level of research and investment management one would expect from a bespoke discretionary portfolio. Should your client opt for our Capital Gains Tax Management Service, we review and adjust the holding within the portfolio with the objective of using as much of their annual CGT Allowance as is reasonably practicable.

Find out more on our website ›

DISCRETIONARY SERVICE

If you open a Discretionary Investment Management Portfolio with us on behalf of your client, we create an individual portfolio tailored to their appetite for risk and investment objectives, whether their primary objective is total return or if they are looking for income. When our discretionary managers build your client’s portfolio, they apply the output from our experienced investment team in a disciplined manner to make sure your client benefits from the successful investment philosophy and process developed by the team. Our aim is to add real value to your client’s investment over the long term with the target level over inflation dictated by the level of risk they are prepared to take in their portfolio. To help your client monitor performance, we also compare returns against relevant index-based benchmarks.

Find out more on our website ›


MEET THE CORNELIAN INTERMEDIARY TEAM

Sam Pollitt

Sam Pollitt

Business Development Manager

Scotland, N Ireland, N England, Isle of Man, Channel Islands
Email me
m. 07795 192524

Sam joined Cornelian in May 2012 as Business Development Manager from Legal & General where he was responsible for intermediary business relationships in Scotland. He brings with him 15 years of experience of the intermediary marketplace, starting his career with Scottish Widows after completing an MA in Economics and Business from Heriot-Watt University, before moving to AIG and latterly Legal & General. Sam manages our adviser relationships in Scotland, Northern England, NI, IOM and the Channel Islands.

Chris Warren

Chris Warren

Business Development Manager

West Region
Email me
m. 07920 803074

Chris joined Cornelian in August 2014 from Apollo Multi Asset where he was responsible for adviser relationship management. Chris has 22 years investment experience gained in the Asset Management industry, having previously undertaken business development roles at Premier Asset Management and Schroders. Chris completed a BSC Hons in Law and Marketing at De Montfort University and also holds the Investment Management Certificate. At Cornelian, Chris is responsible for developing and nurturing adviser relationships in the South West.

Andrew Naylor

Andrew Naylor

Business Development Manager

North West & West Midlands
Email me
m. 07748 469820

Andrew joined Cornelian in April 2015 from 7IM where he was responsible for Intermediary relationships in respect of Funds, Model Portfolios, Discretionary Fund Management and Platform services. He previously held managerial roles at Macquarie International Bank and Aviva, encompassing Sales, Pensions, Strategic Relationships and Investment Development. Andrew has over 20 years’ experience and is a member of the Chartered Institute for Securities and Investment and holds the IMC. He builds adviser relationships in the North West and West Midlands.

Kevin Sturla

Kevin Sturla

Business Development Manager

South East Region
Email me
m. 07826 915185

Kevin joined Cornelian in September 2013 as a Business Development Manager from Aviva where he was responsible for Intermediary Relationships. With over 26 years of experience in Financial Services, Kevin has a wealth of experience in assisting advisers in the implementation of their Centralised Investment Process, introduction of Multi Asset Investing and the promotion of Model Portfolios. Kevin is a member of the Institute of Financial Services and holds the Diploma in Financial Services. Kevin supports advisers in the South East.


John Jackson

John Jackson

Managing Director

Intermediary Business
Email me
m. 07799 691359

John joined Cornelian in May 2005 from National Australia Group where he had held a range of senior operational, finance and strategy roles in banking and financial services in Scotland and Australia.

He joined Cornelian as Chief Operating Officer and, in addition, was responsible for the company’s strategy for developing intermediary business. Following considerable growth in this area John now leads the Intermediary Division within Cornelian and focuses his time on developing this business and extending its reach in the market.

Marcus Brooks

Marcus Brooks

Director

Head of Discretionary Client Services
Email me
t. 0131 243 4143

Marcus joined Cornelian Asset Managers as Director and Chief Investment Officer in 2002. He is responsible for our discretionary services and manages portfolios for private clients, charities, and pension funds. Marcus also sits on the Investment Committee with a focus on asset allocation for our multi-asset funds and discretionary client portfolios. A graduate of Oxford University, he has worked in institutional asset management at the SG Warburg Group and Kleinwort Benson in London and Stewart Ivory in Edinburgh. His specialism is UK Equity and Fixed Interest investment, and managed multi-asset portfolios.

Integrity matters to all of us at Cornelian. It is evidenced in every aspect of our business from our investment process, to our dealings with clients, the recruitment and development of our employees and in regulatory compliance.

JEREMY F RICHARDSON,
CORNELIAN ASSET MANAGERS LTD

For us, success is adding real value to your investment over time and developing a relationship with you through the delivery of a personal and professional investment service.

MARCUS BROOKS,
CORNELIAN ASSET MANAGERS LTD

Dedicated service and support.

Our aim is to ensure you are as well-informed as possible in your discussions with your clients about our investment views and how these have been applied in our funds and portfolios. Find out how our high quality support service delivers this information.

VISIT ADVISER SUPPORT AREA

WE’D LOVE TO HEAR FROM YOU

Our team are here to answer any questions you may have about our range of discretionary investment solutions.
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