Our commitment to clients

At Cunningham Coates, we work closely with our clients to understand their requirements, time horizons and risk tolerance. We provide services specifically targeted to meet the needs of each of our clients, whether they are private individuals, charities or institutions.

We put an emphasis on developing a long-term relationship of trust and integrity, and our clients have direct access to the investment managers responsible for their portfolios.

Flair and creativity are encouraged within a corporate investment framework, more details of which can be found on the Smith & Williamson website. Our investment services are both professional and flexible.