Columbia Threadneedle Investments
Columbia Threadneedle Investments is a leading provider of investment and financial services based in London, England. They offer a wide range of investment services to clients, including asset management, wealth management, and financial planning. With a team of experienced professionals, Columbia Threadneedle Investments is committed to delivering exceptional service and helping clients achieve their financial goals.
Introduction to Columbia Threadneedle Investments
Columbia Threadneedle Investments is a global investment firm that has been around for over 100 years. Founded in the United States, the company has expanded to serve clients worldwide. They offer a range of investment and financial services to both individual and institutional investors. What sets Columbia Threadneedle Investments apart is their commitment to sustainable investing and their focus on long-term growth for their clients' portfolios.Services & Products
Columbia Threadneedle Investments offers a variety of investment services and products to clients. They provide active and passive management of assets such as equities, fixed income, and multi-asset solutions. Additionally, they offer investment strategies that focus on sustainable investing and environmental, social, and governance (ESG) factors. Clients can also take advantage of their financial planning and retirement solutions.Location
Columbia Threadneedle Investments is located in the heart of London, on Cannon Street. The area is bustling with a mix of businesses, from financial institutions to restaurants and shops. Customers can expect to experience a fast-paced, vibrant atmosphere. The company is conveniently located near several public transportation options, including Cannon Street Station (0.1 miles), Mansion House Station (0.2 miles), and Bank Station (0.4 miles).Benefits
Customers should choose Columbia Threadneedle Investments for their expertise in sustainable investing and their long-term investment approach. The company is committed to helping clients achieve their financial goals while also making a positive impact on society and the environment. They offer a range of investment products and services to meet the needs of both individual and institutional investors.Good to Know
Customers should be aware that Columbia Threadneedle Investments is a global company with offices and clients around the world. This means that their investments may be subject to currency fluctuations and other international risks. However, the company has a proven track record of managing these risks and delivering strong returns for their clients.Reviews
Customers have praised Columbia Threadneedle Investments for their knowledgeable and attentive staff, as well as their commitment to sustainable investing. Clients appreciate the company's focus on long-term growth and their ability to provide customized investment solutions. While some have noted that their fees may be higher than other investment firms, many believe that the quality of service and expertise provided by Columbia Threadneedle Investments is well worth the cost.Amenities
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investment advice -
financial planning
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tax planning
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retirement planning
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portfolio management
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financial education
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wealth management
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asset allocation
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risk management
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insurance services
FAQ
What types of investment products do you offer?
We offer a wide range of investment products such as mutual funds, exchange-traded funds, separately managed accounts, and retirement plans.What is your minimum investment amount?
Our minimum investment amount varies depending on the type of investment product and account type. Please contact us to discuss your specific investment needs and requirements.What fees do you charge for your services, and how are they calculated?
We charge fees for our investment management services, which are based on a percentage of assets under management. These fees vary depending on the investment product and account type. We will provide you with a full breakdown of our fees and charges before you invest.Can you provide examples of past performance for your investment portfolios?
We can provide you with historical performance data for our investment products and portfolios. However, past performance is not indicative of future results and should not be relied upon as a guarantee of future performance.How do you develop an investment strategy for your clients?
We work closely with our clients to understand their investment objectives, risk tolerance, and time horizon. Based on this information, we develop a customized investment strategy that is designed to help our clients meet their financial goals. Our investment process is based on rigorous research and analysis, and we regularly monitor and adjust our strategies to ensure they remain aligned with our clients' needs and objectives.Reviews
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Daniel Randolph
I received appalling treatment when the firm refused to recognise my address. They held on to my money for 5 weeks, creating additional barriers at every possible opportunity! On the phone to them every day. Part of their business model is to keep funds for as long as possible and play tricks to avoid paying out. Avoid at all costs. (Posted on behalf of a less computer-literate friend)
28-12-2022
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Ian Hannah
As executor of a will I have now been trying to receive the funds held in an account for around 3/4 weeks despite all the necessary documentation being sent promptly by recorded next day delivery. To cut a long story short, I feel like I am constantly being fobbed off and one dept does not seem to communicate with the other.. I rang on the 16/8/22 and I was told the funds would go into my nominated account on the 17/18th, it didn’t. I rang again on the 18th and was told it would go in 19/22nd, it hasn’t. I have rang again today this afternoon only to be told it takes 5 working days and it should be in tomorrow or Wednesday. Not good enough!!! Appalling service, all other company’s settled promptly and efficiently. If I could have scored no stars I would have done!
28-08-2022
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Philippe Celino
28-07-2022
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Tom G
28-05-2022
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Jane Digby
This company own Wrens Nest retail park in the High Peak along with the stream running behind it.The stream is " home" to ducks and wildlife but it has been severely neglected and is now heavily polluted despite the site allegedly being managed by a property company.There has clearly been a lack of communication and attention between both parties in terms of regular and adequate maintenance of the stream and pathway leading to shops.This is extremely short sighted as it has impacted on customer footfall and potential investment.Many of the retail units are now vacant.Is this a company you can trust?
28-05-2022
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Kelli Jones
Andy is great. Always available, and answers all my questions. I am not a high dollar client, but he doesn't treat me as such. And he made me money!
28-05-2021
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Malcolm Abram
I became POA for my father when he went into a care home. I tried to transfer his investment to pay for care home costs. They repeatedly put barrier upon barrier in the way. Presentation of the original certificate and my identity was insufficient. I had to get a solicitor to sign each page of the grant of POA then visit them in person. My father then passed away, and my sister who has finally been granted Probate is having similar obstacles. I fully agree for the need for security, but I am persuaded that this company is so far over the top they just want to hang on to the investment at any cost. I would think very carefully before investing in this company. You might not get the money out. In response to the response. My sister HAS been trying to talk to you positively. She tells me you claim to have sent forms for me as POA to fill out, which I never returned, and they cannot continue with the application until they receive the forms. As an ex-POA, I have had, and can have no input into my late father's finances, a state for well over a year now, and to involve me in my sister's claim, suggests it is just another obstruction. My sister, as the executor of my late father's will and with grant of Probate, is a new applicant. Suggest you treat her as such and respect her as such, and not put obstacles in the way. And yes I am more than happy to air dirty laundry in public, rather talk to you personally. I have tried that and it don't work. Thank you.
28-05-2021
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Joe Stiddard-Jenkins
28-05-2021
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Chris B
28-05-2020
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Aris Nikolaou
Excellent asset management services.
28-05-2020
