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Investment Management

A wealth of experience

A wide range of investment services for private clients, from a well-qualified and experienced team that controls £800 million of client funds, of which more than £500 million is actively managed.

Please read the following important information regarding our investment services.

AIM Portfolio Service A professionally managed AIM portfolio offering potentially high capital growth and inheritance tax and capital gains tax benefits.	Charities and Pensions Investment portfolio services for trustees of charities and pension funds. We also advise trustees on investment powers and objectives.
Portfolio Management Investment management services for private clients, trusts, charities and pension funds.	Resources and Analysis Our investment management team, which has collectively over 150 years’ expertise, uses sophisticated research and analysis tools.
OEIC Pooled investment funds that give investors the diversification and active management of a large managed portfolio. CF TC Balanced Portfolio Price (p) 136.66 Yield (%) 1.43 CF TC Income Portfolio Price (p) 102.72 Yield (%) 5.85 Source: FT Interactive	Podcasts Click here to listen to Alex Montgomery talk about our approach to managing clients' investments.
Related News 28/04/2008 Society to put law firms on the block Scotland on Sunday's Nathalie Thomas talks to Douglas Connell. 25/04/2008 Multi-disciplinary partnerships back on the agenda Joint Senior Partner, Douglas Connell talks to the Herald. 24/04/2008 Turcan Connell responds to Law Society ABS proposals 31/03/2008 Turcan Connell announces senior promotions 17/03/2008 Our top-ten end of year tax tips Ian McGowan, Director of Tax Services, talks to the Scotsman. 13/03/2008 Budget 2008 - summary of key points Download a guide to Alastair Darling's first Budget. 12/03/2008 Turcan Connell responds to the Budget 2008 Few surprises and a focus on stability in Chancellor's first Budget 10/03/2008 Turcan Connell publishes end of year tax guide Our guide to making the most of allowances and tax breaks 26/02/2008 The Client magazine - issue 5 In the latest issue we are concentrating on the long-term view. 25/01/2008 Turcan Connell response to Capital Gains Tax announcement Turcan Connell's Director of Tax Services, Ian McGowan responds to... 21/01/2008 Mobile updates to keep clients on the move plugged in The Scotsman's Peter Ramscombe reports on how Scottish law firms... 20/01/2008 One-stop shops back on the agenda Scotland on Sunday's Nathalie Thomas reports on the Law Society's... 10/01/2008 Scots footing - ten years of growth for Turcan Connell Cover story from Private Client Practitioner Magazine in which... 11/04/2007 OEIC Funds Out-perform Benchmark 22/03/2007 Investment Managers Rewarded for Performance 23/11/2006 Turcan Connell Investment Funds Reach £450m