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Cantab Asset Management is a fast-growing firm of independent investment managers and advisers serving private clients, companies, trusts and charities. The firm has offices in Cambridge and London.

History
Cantab Asset Management was formed through the merging of the old established Mayfair-based Hodgson & Faraday with the financial advisory arm of Barr Ellison in Cambridge. The firm brings 30 years of experience in investment planning and portfolio management.

People
Cantab Asset Management is owned by its staff.

David Saunderson (Chief Executive) trained as a Chartered Accountant at Price Waterhouse and built up Saunderson House, a City-based firm of independent financial advisers, over 24 years. David is a trustee of several charities.

After a successful career in plant genetics in South America and Africa, Jeremy Davis (Managing Director) moved to investment advice in 2000. He is a Fellow of the Royal Society of Arts.

Specialisations
Cantab Asset Management believes it is uniquely placed to help private and institutional clients because of the twin skills of providing independent, impartial advice and investment management. Many investment firms have lost their ‘independent’ status under the new RDR regulations of the FCA as they are unable to clear the hurdles of independence which state that investment advice must be “i) based on a comprehensive and fair analysis of the relevant market and ii) unbiased and unrestricted.”

The services offered by Cantab include:
 * Discretionary Portfolio Management
 * Comprehensive Financial Planning
 * Investment advice and wealth management
 * Retirement planning and pensions
 * Estate and trust planning
 * Long term care planning
 * Business protection
 * Exit planning

Other
The name ‘Cantab’ is short for ‘Cantabrigian’, the Latin name for a resident of Cambridge or a member of the University of Cambridge.

Cantab publishes online material regularly, including Briefing Notes and monthly investment comments.