Discretionary investment managment - Publications
Cunningham Coates Stockbrokers - Discretionary investment management service for clients of professional advisers
Our discretionary investment management service offers a range of features to clients of IFAs.
Cunningham Coates Stockbrokers - nominee services
Our nominee management service allows us to react quickly to fast-moving markets and changing economic circumstances. Depending on how much involvement you would like, we offer discretionary or non-discretionary investment management.
AIM portfolio service
Cunningham Coates Stockbrokers’ AIM portfolio service is designed to provide clients with an opportunity to reduce the inheritance tax payable by their estates on death, while maintaining access to their capital.