Please note that as of 27th March 2024 Ravenscroft UK was acquired by Titan Wealth. This is the website for UK investors only. For Channel Island investors, please visit www.ravenscroftgroup.com

Investing for all

Investing doesn’t need to be complicated.
How can we help you?

Our aim is to understand the individual investment needs of each client and ensure that these needs are met

We offer a range of services to help you achieve your investment objectives; whether you are looking to trade directly, discuss investment opportunities, save over a longer period, or achieve higher returns on your cash.

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Welcome to Cardale Asset Management

Cardale was established in 2003 and is a wealth manager based in Harrogate. We pride ourselves on delivering simple and sound advice to our clients old and new, which is why many clients have been with us from the very beginning.

Our extensive range of financial services enables us to work with clients to help them develop a financial plan to grow and protect their wealth based on current circumstances and financial objectives. Services include financial planning, investments, pensions and taxation as well as providing a broad range of services specifically for businesses and business owners.

Direct Equity investing

As a business, one of our key strengths is direct equity investment. An equity is a share in an individual company which can rise or fall in value as the fortunes of the company or outside factors such as the economy influence the share price.

The key to broad basket investing is selecting the right companies to invest in. According to a report by Hendrik Bessembinder, ‘Wealth Creation in the U.S. Public Stock Markets 1926 to 2019’, 1% of stocks have accounted for all the global net wealth creation in stock markets over the last century.

We have developed our approach over time and have a rigorous process driven by in depth research into individual stocks which has resulted in better results than investing in a ‘broad baskets’ of equities. As we invest directly into individual companies, the cost of purchasing the shares is also lower, which is again a benefit to our clients.

Investing directly into equities is an increasingly rare skill and one we are rightly proud of, it has led to consistent outperformance and lower total costs for our clients.

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