Cambridge Managed Portfolio Service

Our Investment Committee

THE INVESTMENT DECISIONS WE MAKE ARE TAKEN ON THE UNDERSTANDING OF THE IMPACT THAT THEY CAN HAVE ON OUR CLIENTS’ FUTURE LIFE PLANS.

Our success is directly linked to our ability to maintain our investment discipline and rigour at all times.

The value of investments and income from them can fluctuate and investors may get back less than the amount invested.

Three reasons to choose Cambridge:

Proven investment team and process

We have a clearly defined and robust investment process created through the experience and expertise of our investment leadership team and supported by a strong team ethic. Our portfolios include assets, regions and strategies from across the globe to meet the needs of our investors.

Investing through a platform is straight-forward, low-cost, accessible and transparent

We make the investment decisions on behalf of our investors, but our investors always have control over their portfolio. There are no tie-ins or obligations for our investors or their financial advisers.

We are investment managers only

An investment portfolio cannot be managed in isolation from the general financial needs of an investor. For this reason we only provide our services through our financial adviser colleagues of Perspective – working with them to create the best outcomes for our investors – Perspective’s clients.

Our Investment Committee

Lothar Mentel

Chief Investment Officer of Tatton Asset Management Plc

Chief Executive Officer for Tatton Investment Management Ltd

Lead Investment Adviser for Cambridge Portfolios

Derek Baptist

Perspective Chief Investment Officer

Ian Wilkinson

Perspective Group Practice Director

James Bruce

Investment Manager Cambridge

Sam Leary

Head of Investment Communications at Tatton Investment Management Ltd

Investment Manager Cambridge

Jim Kean

Head of Fixed Income at Tatton Investment Management Ltd

About

Registered in England and Wales No: 1370458. Registered Office: Paradigm House,
Brooke Court, Wilmslow, Cheshire, SK9 3ND.

Cambridge Investments Limited is a subsidiary of Perspective Financial Group Limited.

Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk

Contact

Address

CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD

Telephone

01223 365 656

Email

enquiries@cambridgeinvestments.co.uk