Cardale Asset Management

We provide a full nominee service that holds stock on behalf of clients, coupled with cash management accounts to ensure quick and efficient stock settlement and administration of corporate events relating to client portfolios. Dividends and interest payments are paid into your cash management account, which will also hold your un-invested cash, pe... nding re-investment. As part of our service, we produce formal six-monthly reports to keep you fully informed about the progress and structure of your portfolio. Naturally, valuations are available at any time on request. Whenever we transact business on your behalf, we write to you with the contract note explaining what has been done and why. In addition at the end of each fiscal year we issue a detailed report that includes: A consolidated dividend and interest statement and tax voucher Details of all transactions over the course of the year Cash movement schedule Capital gains tax schedules can also be provided on a free basis for managed clients, subject to our having the necessary information regarding acquisition dates and costs. Our investment managers will take the time to meet you and personally review the report whenever you wish to do so. Indeed, we are always happy to see clients and actively encourage clients to talk to us or seek a meeting, either at our office or your home, on a regular basis. If you want peace of mind in the knowledge that your investments are being managed by experienced people who get to know and understand you, please contact us. We will initially arrange a meeting and then prepare a proposal based on your requirements and demonstrate to you how we can help you achieve your investment objectives.Read More