This year marks the completion of Cadro’s official three-year investment track record (January 1, 2023 – January 1, 2026), showcasing returns for our clients since inception.

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After confirming figures with the company’s official ARC benchmark, we can now reveal:

• All Sterling-denominated (GBP) portfolios beat their ARC benchmark for the period
• Top risk mandate (Dynamic) portfolios in GBP recorded returns of over 45% in that time – over 15% above their ARC benchmark (net of fees and investment costs)

Disclaimer: The performance shown in the above graph is historical and relates to representative Cadro Sterling-denominated (GBP) discretionary portfolios over the period stated. Returns are shown in GBP and are net of underlying investment costs and the estimated Cadro management fee, but before any additional costs incurred by individual clients. Performance is shown relative to the relevant ARC benchmark for each risk profile. Individual client portfolios may differ due to timing, constraints or other factors. Past performance is not an indication of future performance and investing your capital in financial markets carries risk. The value of your portfolio can go down as well as up and you may get back less than you originally invested.‍

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Responding to the results, Cadro’s Chief Investment Officer David Semmens, CFA, said: “I’m thrilled Cadro has delivered such strong performance for our clients, while providing insights and content that keep them informed wherever they are in the world.”

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Co-founded in 2022 by ex-LGT Wealth Management Partners Nataša Williams and Jordan Buck, Cadro was established as a modern wealth management service for Family Offices, High and Ultra-High-Net-Worth clients, looking for a bridge between the white-gloved, adviser-led service of traditional managers, and the technologically enabled offering of robo-investors.

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The company’s Investment Committee comprises Williams and Buck, along with Chief Investment Officer David Semmens, CFA, Head of Private Markets Ajay Patel, and external IC members Gayle Schumacher (ex CIO, Coutts) and Jonathan Marriott (ex CIO, LGT Wealth).

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Co-founder and CEO Nataša Williams said: “When we set out to build Cadro, we wanted to do so in order to provide a much-needed modern approach to investing, combining a stellar investment team with best-in-class technology which keeps clients informed and engaged with their wealth over the long term.

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“Above all I’m proud of our rigorous investment process, from our monthly Investment Committee meetings to our cross-team collaboration, which has ensured that we are constantly challenging assumptions in the best interests of our clients.

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“What our latest track record shows is that we have delivered on our promise to put investment at the very heart of everything we do, and we hope that our clients will feel rewarded for their trust in our service.”

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Fellow Co-founder and President Jordan Buck said: “These results are a testament to the hard work of our superb investment team and wider Investment Committee.

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“But the triumph belongs foremost to our wonderful clients, who have been a vital component of our shared progression to this point.”‍

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If you would like to know more about Cadro’s performance please contact the team at info@cadro.com, or visit www.cadro.com to find out more about our wider wealth management services, including public, private and cash management portfolios, family office services, and our team.

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