We provide asset management services through our specialist asset management team (CNBAM), adopting a highly refined investment process which combines in-house asset allocation abilities with the skills of external investment managers. Clients can be confident that our pros are equally adapt dealing in the complexities of alternative investments such as hedge funds as they are with managing more conventional asset classes.We also offer stockbroking services and The Bespoke Fund Management Service through our division WPB Harris Allday, headquartered in Birmingham.

We have extensive experience in understanding the aims of private clients, and shaping investment philosophy around expectations of return and volatility. We know our clients have multi-faceted requirements and CNBAM therefore provides a range of services, including discretionary portfolio management, client advisory and execution only facilities. Through these services, our team offers individual stock and fund selection (including tax-efficient products), investment in specialist and alternative securities, and exposure to more sophisticated derivative instruments and structures.