In the same way as we work closely with the Financial Adviser community, CS Investment Managers is also ideally qualified as a partner to our colleagues in the legal and accountancy professions.

We are able to provide broad based knowledge and expertise across different investment disciplines. This means we can offer your clients a range of investment strategies best suited to their particular circumstances, for example, on assets arising from the sale of a business, on inheriting funds or for the management of investments in family trust structures. Please see our trust overview here, which outlines a family trust lifecycle.

At any one time, you are likely to be dealing with a variety of differing situations in which clients need your help and advice – often at difficult times in their lives caused, perhaps, through accident, divorce, or bereavement. This can throw up unexpected financial challenges in which the need for investment advice often plays an important part.

For those in the larger professional firms with their own in-house wealth management division, we are happy to work more as a partner alongside your own wealth team, adopting your preferred way of working and interfacing with your clients.