Wealth Management London

Our skills

The service Cormorant Partnership provides requires skills in many disciplines. 

A summary of the areas of expertise required is:

 

 

 Asset Allocation


This is at the core of achieving the best returns given a suitable level of risk.  We analyse the behaviour, risks, benefits, costs (both explicit and underlying) and characteristics of the different asset classes to achieve the results.

 Taxation 


Having knowledge of the principal taxes and the methods of mitigation helps our clients maximise their returns.  We look at onshore, offshore, domicile and residency issues.

 Investments 


Specialist knowledge of the characteristics of investment opportunities helps to achieve our clients’ objectives.  We actively manage and regularly review our portfolios taking into account the current market conditions.

 

 Products 


 Our advisers have many years of experience of all the various insurance, pension and savings contracts, both historic and current.

 Trusts 


 We have expertise in the different types of trusts, their taxation and their specific uses.

 Legislation 


 We keep up to date with any changes in the rules and regulations which may affect our clients and implement any changes needed in strategy.

 

 

 

  As it is not possible to be an expert in all these areas, providing this service for the benefit of the client requires co-ordination and communication between the client's advisers and to be able to call upon specialists in each field when required.

 

 

Cormorant Partnership LLP is registered in England and Wales. No. 488257. Authorised and regulated by the Financial Conduct Authority.
Registered Office: 28 Throgmorton Street, London, EC2N 2AN. Investments and the income from them can go down in value.