Provider profile: Cazenove Capital

Feb 27, 2019
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Cazenove Capital is the wealth management arm of Schroders in the UK and Channel Islands, providing investment management services to private clients, intermediaries and charities. The company’s strength is founded on the lasting relationships built with advisers and their clients, combined with access to the global expertise of the Schroders group.

The DFM team has worked closely with financial advisers for 17 years meeting their individual requirements and supporting them in providing discretionary fund management to their clients.

You and your client will have direct access to highly experienced portfolio managers who follow a well established central investment approach, and who have real expertise in some of the more complex areas of investments. There is also a dedicated support team. With offices in London, Oxford, Chester, Edinburgh, Guernsey and Jersey, the team develop and implement the most suitable investment strategy in line with your clients’ risk profile and financial requirements.

Why choose Cazenove Capital?

Cazenove Capital is a leading provider of discretionary fund management. We work in partnership with external advisers to develop and implement tailored portfolios for your clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.

As part of our service, we

  • Develop an appropriate asset allocation strategy which meets your clients’ specific objectives and risk profiles
  • Construct portfolios using a wide range of asset classes including alternatives
  • Work with you to ensure that your clients’ strategies evolve in anticipation of their changing circumstances
  • Provide you with comprehensive reporting services including the ability to access your client’s valuations online on a daily basis

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Address: Cazenove Capital, 1 London Wall Place, London, EC2Y 5AU

Telephone: 020 7658 1000

E-mail: simon.cooper@cazenovecapital.com

Website: www.cazenovecapital.com/adviser

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Cazenove Capital

Cazenove Capital is the wealth management arm of Schroders in the UK and Channel Islands, providing investment management services to private clients, intermediaries and charities. The company’s strength is founded on the lasting relationships built with advisers and their clients, combined with access to the global expertise of the Schroders group. The DFM team has worked closely with financial advisers for 17 years meeting their individual requirements and supporting them in providing discretionary fund management to their clients.

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