Turcan Connell - Solicitors and Asset Managers

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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 around £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  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) 106.92  Yield (%) 2.15
  • CF TC Income Portfolio
    Price (p) 91.77  Yield (%) 5.79
Source: FT Interactive

Podcasts

Click here to listen to Alex Montgomery talk about our approach to managing clients' investments.

Related News

  • 22/06/2009
    The lessons to learn from Keydata's demise
    Investment Director (Principal), Haig Bathgate gives his view
  • 12/06/2009
    Introducing our new brochure about the Firm
  • 11/06/2009
    Help when selecting structured products
    Investment Director (Principal) Haig Bathgate gives his view
  • 11/05/2009
    Ensuring a healthy pension need not be taxing
    Bob Hair and Ian McGowan give advice on some retirement strategies...
  • 29/04/2009
    Changing attitudes to risk
    Investment Director, Principal, Haig Bathgate talks to Citywire...
  • 22/04/2009
    Budget 2009 - Comment & Analysis
  • 25/03/2009
    The Client magazine Issue 7
    The latest issue of our client magazine is now available online.
  • 20/03/2009
    Turcan Connell prepares for multi-discipline future
  • 10/02/2009
    Share save schemes hit by market volatility
    Alison Paul talks to the Scotsman about employee share schemes.
  • 16/01/2009
    Turcan Connell awarded Regional Firm of the Year at New Model Adviser Awards
  • 15/12/2008
    Sipps are not a total panacea
    Financial Planning Director, Bob Hair, gives his view to the Scotsman.
  • 25/11/2008
    Pre-Budget Report 2008 - key facts & figures
  • 24/11/2008
    Turcan Connell reviews the key points of the Chancellor’s Pre-Budget Report
  • 09/10/2008
    The Client magazine Issue 6
    The latest issue of our client magazine is now available online.
  • 12/09/2008
    Turcan Connell retains top status in newest Legal 500 listings
  • 12/08/2008
    Weathering the storm
    Head of Asset Management, Alex Montgomery, comments on the market.
  • 01/08/2008
    Record-breaking cyclist Mark Beaumont visits Turcan Connell
  • 28/07/2008
    Branding of legal services
    Head of Communications Louise Keane on Turcan Connell's marketing.
  • 24/06/2008
    New Model Adviser magazine profiles Turcan Connell
    Bob Hair and Alex Montgomery speak about Asset Management.
  • 03/06/2008
    Scotland votes to open up legal services market
    Douglas Connell comments on the Law Society AGM in the Law Gazette.
  • 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
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Turcan Connell is authorised and regulated by the Financial Services Authority for investment business