David Esfandi

CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash.

Provides wealth management services

Functions as an investment holding company

CGAM invests primarily in AIM-traded companies, which have the opportunity for significant value appreciation, and invests in smaller companies, which may not be readily accessible to private individuals, aiming to maximize distributions to shareholders from capital gains and income generated from the funds.

PSW is an active investor which aims to preserve capital and grow wealth over time. The firm seeks to protect portfolios against downside impacts, while trying to generate attractive returns in positive market conditions by investing globally but with a focus on UK securities. They combine a top-down approach to select sectors and industries potentially able to drive performance, and bottom-up research to select companies with high quality brands, good cash flow generation and strong management.