A new era for Chartwell

It has been a busy eighteen months since Cavendish Grant and Chartwell merged. Since then, we have continued to expand, offering more products and a wide range of expert advice. Now, to bring added clarity in a crowded marketplace, we have decided to bring all our activities under the Chartwell banner, creating Chartwell Private Client Limited, Chartwell Fund Management Limited, Chartwell theinvestorcentre.com, and Chartwell Funding Limited.

Why do we need a single name?

We see this as a positive step for both us and our clients. By creating a single, clear brand we will avoid any possible confusion, have a strong proposition and a solid platform for growth. After looking at the market and talking to customers and external advisors, we chose the Chartwell name as it is widely known and, of course, well respected in the financial services market place.

What does it mean for you?

This is purely a change of name and will not affect any ongoing investments or relationships with Cavendish Grant – all of our employees, advisors and senior management remain the same. In the long-term, however, we believe this move will help us broaden our portfolio of products, provide a higher level of customer service and offer more in-depth market-leading insights and information.      

Finally, I would like to take this opportunity to thank you for your continued support. We look forward to working with you again soon.

Yours sincerely,

James S Grant
Chief Executive