Mon - Fri : 09:00 - 18:00
corporate@cfsm.co.uk
+44(0)20 7323 0207
Investment Management

CFS Management offers a variety of investment management services, catering for retail, professional, intermediary and corporate investors. These range from execution only, advisory and discretionary management, a wide range of wealth management services

Execution-Only
Service

Our execution-only service enables clients to instruct CFS to buy or sell investments on client’s behalf on an execution-only basis. This means that CFS will execute transactions in accordance with client’s instructions, without providing advice or personal recommendation on any individual transaction or on the overall composition of client’s portfolio

Investment Advisory
Service

Our investment advisory service provides clients with advice on their investment decisions (this may include buying, selling or holding investments) and the exercise of any rights you may have in relation to the cash and investments held in client’s account(s)

Discretionary Investment
Management Service

Our discretionary investment management service enables CFS to manage cash and investments held in client’s account(s) on a discretionary basis with a view to achieving client’s agreed investment objectives. Discretionary Investment Management Service is conducted in-house without any delegation to third party funds

Types of Accounts

Private Accounts

– Investment Brokerage Accounts
– Individual Accounts
– Joint Accounts
– Corporate (Onshore/Offshore)
– Trusts and Foundations

Corporate Accounts

– Asset Managers
– Investment Funds
– Single & Multi-Family Offices