Working with leading global custodians to provide security and
accurate reporting, fully utilising permitted tax strategies. Use of
members' existing custodian and taxation vehicles also undertaken.
accurate reporting, fully utilising permitted tax strategies. Use of
members' existing custodian and taxation vehicles also undertaken.
Custodian and Tax Efficient Accounts
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Personnel: CEO & CIO - Steven J Cohen
- 25 years investment experience
- Economics degree from University College London
- Chartered Financial Analyst 2001
- Regulated in Switzerland, the USA and British Columbia (Canada)
- 1998-2002 In-house Investment Committee Member to top of
Sunday Times Wealth List family. - 2002-7 £750 million UK equity portfolio out-performance of:
pharmaceutical, media, electricity, chemical and non-life
insurance benchmark, at major UK bank. - Across total liquid mandates since mid 2007, continually positive
cumulative returns, exceeding all major stock indices.
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Fee schedule available on request.
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| Steven J CohenCFA Results That Count - Bespoke Advantage |