Chetwood IM

Experts in Discretionary Portfolio Management

The essence of investment is the management of risks, not the management of returns.

Benjamin Graham

Chetwood Investment Management Ltd (CIM) is a boutique multi-asset investment manager based in the West Country. We were established by a group of experienced and like-minded investment professionals and we take pride in offering a unique investment management service to our professional clients.

We remain an independently owned company, one where our professional clients always deal directly with the owners and investment decisions are completely impartial. We provide discretionary investment management services for private investors, professional partners and Trusts all across the UK.

Whether we are working with an individual, family or intermediary, our aim is the same. To develop successful long-term relationships that deliver the best possible results within an agreed risk framework.

Risk comes

from not knowing what you are doing

Warren Buffet

BACKGROUND

Chetwood Investment Management Ltd (CIM) is a boutique multi-asset investment manager. As an independent investment manager, we have no affiliation to any providers, so we can confidently say we always put clients’ interests first and maintain complete objectivity.

PORTFOLIOS

We make day-to-day decisions to achieve the goals you have set us. Our attention is focused on your primary objectives so we can respond to market situations quickly and effectively, leaving you to stand back and manage your other priorities.

THE TEAM

We are an experienced team, with individual key skills blended together to make an efficient and dynamic investment firm. We focus on achieving positive real returns using a disciplined analytical approach to sustain real asset value and produce absolute growth.

MARKET UPDATE

Our Market Update section allows you to keep up to date with not just our thoughts, but also how the markets are progressing.

CONTACT

Something on your mind, please do drop us a line.

Wealth management

Building an investment portfolio is a great way to grow and protect wealth over the longer term.

Experience and expertise

Not only are we experienced Discretionary Fund Managers (DFM) in our own right, we also have a close relationship with our Independent Financial Adviser professional clients, who offer expert knowledge in tax and regulation – giving you access to the best of both worlds – high quality investment management and financial advice.

It’s a full-time job

Managing an investment portfolio is a full-time job in itself.

They know the right questions

A DFM will ask the right questions of all the managers we invest in on your behalf, which is essential as they are humans too and suffer crisis of confidence as much as the next person.