Cadro Wealth Management

Cadro Wealth Management Cadro is an investment manager for clients of the twenty-first century.

We're still elated from Thursday night's win at the City of London Wealth Management Awards (COLWMA), at a packed-out Gu...
05/05/2026

We're still elated from Thursday night's win at the City of London Wealth Management Awards (COLWMA), at a packed-out Guildhall.

It was amazing to be part of such illustrious company, and be honoured alongside some of the biggest and best in the industry.

Our Co-founders Nataša Williams and Jordan Buck were there to collect the Clearstream Award for Best Newcomer, which seemed fitting in the 600-year-old hall in which we were gathered.

Thanks to everyone who voted, and to Goodacre UK for an exceptional night.

Find our more about our award-winning wealth management service here:

https://cadro.com/campaign

30/04/2026

One of Cadro’s founding principles is that we love content.

Cadro clients get regular content updates, tailored to their portfolios – from performance updates to market insights and round-ups from our monthly Investment Committee meetings.

What’s more, content creation is a huge team effort at Cadro, and gives our clients access to professionals right across our team, from our Co-founders, to operations, investment, client advisers and even occasionally the content team itself.

That’s exactly the case with this latest peak behind the curtain, where Video and Content Producer Mai Tejapaibul lifts the lid on what goes into our monthly performance updates, from scripting, to shooting and compliance checking each and every update that comes into your Cadro content stream – so you can be assured you stay up-to-date with all the latest news about your wealth in a way that’s engaging, clear and fair.

Follow us or visit cadro.com to learn more about our award-winning wealth management service for modern investors.

29/04/2026

Choosing a wealth manager can feel a lot like dating. 🌹💝

How do you know if they’re the one?

Well, just like any relationship, whether a romantic one or a client-adviser, there are factors you must consider when finding your match.

In the last two episodes, we explored communication and future planning.

Today, it is performance.

Here are signs you can watch out for during your meeting:

Red flags 🚩🚩🚩
• Refusal to share history
• Exaggerating performance

Green flags ✅✅✅
• Transparent past performance
• Does not guarantee the future

Follow us for part 4, where we delve into the last element in selecting a wealth manager.

23/04/2026

Passive vs Active Investments: What is the difference, and why should you care?

It is essential to understand how the two types of investments work to construct a portfolio that fits your goals, time horizon, and risk tolerance.

While the difference does not apply to all funds, here’s our Client Adviser Kathleen Tatham’s general overview of the two:

· Passive investing is about matching the market and can be simpler and less expensive.
· Active is all about trying to beat the market, where fund managers typically pick and adjust stocks within the fund to make strategic changes. It can offer higher potential returns but usually comes with higher fees and risk.
· While neither strategy guarantees a return on investment, both can have an important place within a properly diversified portfolio, to help you achieve your long-term goals.

Visit Cadro.com to learn more about how we use both investments to build a diversified portfolio.

Big thanks to for the great space and the much-needed espresso ☕

09/04/2026

Not all index funds are made equal.

The S&P 500 index tracks the largest 500 companies in the US, but the difference between investing in a “market cap” and “equally weighted” fund can have huge consequences for your outcomes, depending on how markets are functioning.

Our Co-founder and CEO, Nataša Williams returns with a simple visual: what actually happens when you invest £500 in each of the two versions of the same index, and what can that mean for returns along the way?

S&P 500 Market cap: £500 invested proportionally, according to each company’s weight in the index. So, if one company accounts for 50% of the index, 50% of your £500 (£250) goes into shares of that company.

S&P 500 Equally Weighted: £500 will invested equally across each of the 500 companies in the index. So, £1 per company.

Same index. Very different exposure.

Discover how we build portfolios with intention–click the link in bio.

01/04/2026

🕗 Time in the market vs timing the market

With investing, everyone wants to catch the perfect moment – buying at the bottom, and selling at the top. Timing it, however, is far harder than it seems and the attempt is often more costly than simply waiting.

With spring underway, our Investment Manager Evan Morris takes to the park to break down the difference between timing the market and time in the market, the data behind it, and why staying put can often be your ticket to better long-term outcomes.

Find out more about how Cadro works with clients to build long term investment portfolios, by clicking the link in bio.

Disclaimer: This video is designed for informational purposes only and does not constitute investment advice. Investing carries risk. The value of your portfolio can go down as well as up and you may get back less than you invest.

25/03/2026

What could AI mean for your personal reputation?

If a computer is making the decisions, what oversight will we have for our ability to access systems and services? In our latest Coffee with Cadro, we sat down with World-Check founder and compliance pioneer David Leppan to hear how he’s now diving back into the world he helped create in order to implement guardrails in the age of AI.

He underlined the difficulty of deleting information AI remembers, which can dramatically affect a person’s reputation, access, and wider life.

Click the link in our bio to learn more about David’s thoughts on how to combat reputational risks.

10/03/2026

Modern investors need modern service.

At Cadro, that means every client has a one-to-one relationship with a dedicated Client Adviser but they also get the benefits of our unique app, so they can be empowered with the knowledge they need to make informed decisions about their wealth.

Here, our Head of Product Sam Hart takes us through his five personal favourite features in the Cadro app, and how they help make each client’s experience unique.

1. Content
2. Balance sheet
3. Portfolio breakdown
4. About your module
5. Gradients

Click the link in our bio to learn more about Cadro and how we’re changing the wealth management landscape for modern investors.

05/03/2026

Cloud infrastructure, Saas, intelligent systems – you name it. From banking and finance, to the news applications on your mobile phone, today’s world runs on modern software, yet we rarely think much about it, or how it underpins our daily lives.

It’s transforming how data is processed, how decisions are made, and how quickly information moves.

Watch Cadro’s Head of Product Sam Hart explain how software is changing the financial industry and how modern wealth managers like us are adapting to the new order.

Click the link in our bio to learn more about how Cadro is taking wealth management into the future.

Address

Berkeley Square House
London
W1J6BD

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+442038362300

Website

Alerts

Be the first to know and let us send you an email when Cadro Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Cadro Wealth Management:

Shortcuts

Share

Category