About Cashmind Managers
We started life as an investment management firm in 2004 to bring institutional calibre fund management to private clients. Yet, over the years, we realised that providing high-quality investment management is just one of the ways we can help clients achieve their aspirations. Cashmind Financial Planning was launched in 2010 with the aim of being an industry leader in providing financial advice, so our clients can rest assured their money is being looked after by experts.
For you, our client, a trusting relationship with your Cashmind team, and the knowledge that you are in award-winning hands, gives you the space to make the most of the rest of your life. We understand your life goals and help you take the necessary steps to achieve them.
As an industry leader with a strong balance sheet, proactive risk management and a solid liquidity position, we continue to evolve, grow and set new standards. Our heritage of integrity and unwavering client dedication continues to guide our progress.
Our core asset is our people and the relationships they build with our clients.
At Cashmind Managers, you’ll enjoy personal service and customised solutions – supported by local teams and a global network of professionals.
The success of our clients motivates us and fuels our innovation. We’re honoured to be recognised for our collective efforts.
Our wealth management services
Online investing
From £500 to invest
Cashmind Portfolio Service (CPS) gives you easy and cost-efficient access to a range of investment solutions designed by our in-house experts.
Wealth planning
From £250,000 in investable assets
Personalised wealth planning to help you prepare and invest for the future.
Our wealth management service combines the benefits of both our financial planning and investment management expertise. It is a comprehensive and personalised solution for those needing support in both areas.
While it’s possible to access either service on its own, combining the two enables us to take a more integrated and holistic approach to managing your wealth, giving you the reassurance that you’re in safe hands across all aspects of your finances.
Private wealth
From £5,000,000 across investable assets and lending
Our Private Wealth service helps our clients address complex scenarios such as wealth structuring, succession planning and philanthropy. We frequently work across multiple jurisdictions, with family offices and alongside other specialist advisers. We can also introduce specialists from across Cashmind’s global network to leverage our wider capabilities in capital markets and private assets.