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Our In-House Discretionary Fund Manager (DFM) is Cambridge Investments Ltd.

Our advisers have exclusive access to the Perspective Discretionary Fund Manager, Cambridge Investments, which provides a fund management service that compliments the financial advice provided by our team of financial advisers. We have a team of expert, experienced fund managers and investment specialists complemented by experts from our strategic partner, Tatton Investment Management Ltd. Cambridge Investments provides a range of tailored investment management services that combine your investments into one low cost, fully diversified, risk-rated investment portfolio. So, whether you’re seeking long term growth, regular income, or ethical investments, your portfolio will feature a blend of funds, working together to help achieve your investment goals.

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