Cambridge Partners is a founding member firm of GAIA (Global Association of Independent Advisors) based in Switzerland, which currently comprises 19 firms and provides a forum to share resources and debate best investment practices.
Our strong global connections are invaluable when it comes to staying at the forefront of advisory best practice. Through these connections, we have the opportunity to mix with like-minded businesses and to be educated by many of the world’s leading financial thinkers, including several Nobel Prize laureates.
The benefit of this approach is that it enables us to remove ourselves from the so-called “education” put forward by local financial institutions who frequently demonstrate bias advocating certain investment solutions that favour products they have designed and/or promote.
As fee-only advisers we do not need to promote or sell any specific financial product. Our primary commitment is to put your interests first and provide quality, independent advice, tailored to your requirements.
As financial stewards and investment fiduciaries we will only recommend what is right for you and your circumstances. We take a comprehensive wealth management approach, and have a dedicated and highly effective support team.
Our business is based on referrals from our clients and professionals, such as lawyers and accountants. Lawyers in particular tend to favour our approach; we focus as much on managing the downside risks as on providing a good investment return.
We are independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.
We are a member of the Global Association of Independent Advisors (GAIA). GAIA firms share best practices and learn from each other, meaning we can better serve our clients in a fiduciary capacity.
Cambridge Partners Ltd has been granted a Discretionary Investment Management Service (DIMS) licence by the Financial Markets Authority (FMA).
A DIMS is where certain buy and sell decisions can be made by the adviser on behalf of a client without requiring their prior authorisation for each transaction. Licensing of DIMS was introduced as part of the Financial Markets Conduct Act 2013. It places greater obligations and minimum standards on the DIMS licensee, which in turn may help to provide better protection to investors.
A DIMS license means we are able to use our discretion and act on behalf of clients (in accordance with their approved investment strategies) when providing ongoing wealth management services.
Our board is comprised of three adviser partners – Richard Austin, Jacob Wolt and James Howard – along with Steve Mander and an independent chair, Julie Bohnenn.
Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.
You will also gain valuable insight on how our advisers work with their clients to achieve the outcomes they are looking for.
