The service Cormorant Partnership provides requires skills in many disciplines:
Asset Allocation
This is at the core of achieving the best returns given a suitable level of risk. We analyse the behaviour, risks, benefits, costs (both explicit and underlying) and characteristics of the different asset classes to achieve the results.
Taxation
Having knowledge of the principal taxes and the methods of mitigation helps our clients maximise their returns. We look at onshore, offshore, domicile and residency issues.
Investments
Specialist knowledge of the characteristics of investment opportunities helps to achieve our clients’ objectives. We actively manage and regularly review our portfolios taking into account the current market conditions.
Products
Our advisers have many years of experience of all the various insurance, pension and savings contracts, both historic and current.
Trusts
We have expertise in the different types of trusts, their taxation and their specific uses.
Legislation
We keep up to date with any changes in the rules and regulations which may affect our clients and implement any changes needed in strategy.
Create, protect & relax
Cormorant see the clients’ financial affairs from their point of view. From this, we provide a sensible strategy out of the myriad of possible opportunities and work within this framework to achieve the short, medium and long term objectives.