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Investment Accounts

Investment Accounts

CBH Wealth UK Limited offers discretionary, advisory, or execution-only investment accounts to HNW private clients or Institutional clients.

Private clients

  • Individual/ joint investment accounts
  • Corporate investment accounts
  • Trusts and foundations investment accounts

Institutional clients

  • Asset Managers
  • Investment Funds
  • Single and Multi-Family Offices

Clients are provided with access to CBH Wealth UK Limited’s secure online portal, enabling them to monitor, review and download their existing portfolio valuation, their custody and cash positions and their transactional movements in multiple formats.

Clients also have the ability to communicate directly with their Relationship Manager using inbuilt secure messaging functionality and to input payment and internal transfer requests directly via the portal.

CBH Wealth UK Limited is authorised and regulated by the Financial Conduct Authority (FCA). Our registration details are set out in the FCA Register Firm Reference No 514546. CBH Wealth UK Limited is registered in England and Wales: Company No. 7013856. The services or products on this site may not be suitable for some investors.