CFS Management offers a variety of investment management services, catering for retail, professional, intermediary and corporate investors. These range from execution only, advisory and discretionary management, a wide range of wealth management services
Execution-Only Service
Our execution-only service enables clients to instruct CFS to buy or sell investments on client’s behalf on an execution-only basis. This means that CFS will execute transactions in accordance with client’s instructions, without providing advice or personal recommendation on any individual transaction or on the overall composition of client’s portfolio
Investment Advisory Service
Our investment advisory service provides clients with advice on their investment decisions (this may include buying, selling or holding investments) and the exercise of any rights you may have in relation to the cash and investments held in client’s account(s)
Discretionary Investment Management Service
Our discretionary investment management service enables CFS to manage cash and investments held in client’s account(s) on a discretionary basis with a view to achieving client’s agreed investment objectives. Discretionary Investment Management Service is conducted in-house without any delegation to third party funds
