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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.

The value of investments, and income from them, can go down as well as up and you may get back less than the amount invested.

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