ABOUT CRONOS

FAQ’s

  • Cronos Investment Management is a boutique investment firm dedicated exclusively to managing portfolios for private and professional clients. As long-term stewards of our clients' capital, we work closely with you and your advisers to build and preserve wealth across generations.

  • Our office is at East Wing, The Stables, Whinchat Hall, Skipwith Road, Escrick, York, YO19 6EJ. We work with clients and advisers across the UK.

  • Yes. Cronos Investment Management is authorised and regulated by the Financial Conduct Authority (FCA), Firm Reference Number [FRN]. You can verify our status on the FCA Register at register.fca.org.uk.

  • We are independent and focused solely on investment management. Our decisions are guided only by our convictions and our clients' interests, free from product bias or external pressure. Being a boutique means clients deal with an experienced, accessible team rather than a call centre, and benefit from a consistent, disciplined, long-term approach.

  • No. We focus exclusively on investment management and do not provide financial advice. This keeps responsibilities clear between adviser and investment manager. If you need financial advice, we are happy to work alongside your existing adviser, or to point you toward one.

OUR SERVICES

FAQ’s

  • We offer two core services: the Managed Portfolio Service (MPS), a range of risk-rated strategies actively managed by our in-house team; and the Bespoke Portfolio Service, a fully personalised discretionary portfolio tailored to your individual circumstances.

  • The Cronos MPS gives you access to a range of risk-rated strategies, actively managed by our experienced in-house investment team. Portfolios are managed within clearly defined risk parameters and benefit from ongoing oversight, independent review, and disciplined risk management. It is designed to be transparent and cost-effective.

  • For clients seeking a fully tailored solution, we provide a discretionary portfolio management service built around your individual circumstances and objectives. Each portfolio is actively managed in line with an agreed, regularly reviewed strategy and risk profile, with a strong emphasis on capital preservation, diversification, and long-term growth.

  • The MPS suits clients who want a professionally managed, risk-rated portfolio at a competitive cost. The Bespoke Service suits clients with more complex or specific requirements who want a portfolio built and managed around them personally. We're happy to talk you (or your adviser) through which is the better fit.

  • It caters for a wide range of clients, including private and adviser-introduced clients, Trusts, Pensions, and Corporate clients.

  • It means you appoint us to make the day-to-day investment decisions on your behalf, within an agreed strategy and risk profile. This lets us act promptly as markets change, without needing to seek your approval for each individual transaction, while always managing the portfolio in line with the mandate you've agreed.

FOR INDIVIDUALS AND FAMILIES

FAQ’s

  • Not necessarily. We work both with adviser-introduced clients and directly with private individuals and families. If you don't have an adviser and feel you'd benefit from financial advice, we can discuss that with you.

  • By understanding your individual objectives, circumstances, and aspirations. Whether you're looking to grow and protect family wealth, plan for retirement, or generate a sustainable income, you'll be supported by a dedicated Investment Manager backed by the wider team's expertise and resources.

  • Yes. Bespoke clients have a dedicated Investment Manager who knows your circumstances and is your main point of contact throughout.

FEES AND CHARGES

FAQ’s

  • Our charges depend on the service and the size of your portfolio. We believe in transparency, so all charges are set out clearly before you invest, with no hidden costs.

  • [Insert minimum for MPS and for the Bespoke Service.] If you're close to the threshold or unsure, please ask — we're happy to talk it through.

  • Confirm: typically deducted from the portfolio / invoiced. Add platform-fee note where relevant.

GETTING STARTED

FAQ’s

  • Start by contacting us through the website or by phone. We'll arrange an initial conversation to understand your goals, explain our services, and recommend the most suitable approach. From there we'll guide you through the straightforward onboarding and account-opening process.

  • To meet regulatory requirements we'll ask for proof of identity and address, along with details of your financial circumstances, objectives, and attitude to risk, so we can manage your portfolio appropriately.

  • [Insert typical onboarding timescale.] We aim to make the process as smooth and efficient as possible.

MANAGING YOUR INVESTMENTS

FAQ’s

  • You'll have access to clear, regular reporting on your portfolio's performance, holdings, and costs.

  • Portfolios are under continuous oversight and management. Bespoke mandates are reviewed against your agreed strategy and risk profile on a regular basis, and adapted as your circumstances and objectives evolve.

  • Risk management is central to everything we do. Portfolios are managed within clearly defined risk parameters and benefit from ongoing oversight, independent review, and disciplined process. Bespoke portfolios place strong emphasis on capital preservation and diversification.

  • Yes. As with all investing, the value of investments and the income from them can fall as well as rise, and you may get back less than you invested. Past performance is not a guide to future performance. We manage risk carefully, but it cannot be removed entirely.

INVESTMENT FOR TOMORROW

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INVESTMENT FOR TOMORROW •

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LET’S TALK ABOUT

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Whether you are an adviser seeking a trusted investment partner, or an individual planning for the future, we'd be glad to hear from you.

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