Overview of our services

For individuals with substantial assets, the range of options can be overwhelming. We understand that and we appreciate the importance of selecting the right solutions that not only grow your wealth and unlock new opportunities, but also preserve what you have for the long term.

Building a relationship of trust with you is as important to us as the successful management of your wealth. Not only will we take the time to understand your investment objectives, we will also take the time to understand you. At Cazenove Capital, you will be supported by a dedicated team led by an experienced portfolio manager. We have a layered investment approach drawing on the depth and breadth of global expertise from within the Schroder Group and those of some of the world’s leading external investment specialists.

Portfolio management

Portfolio management is generally provided on a discretionary basis. Once a suitable approach has been agreed, most of our clients hand over the day to day responsibility for managing their portfolio to their manager who will take investment decisions on their behalf. Clients are then kept informed of changes according to the detail and frequency they prefer.

In addition, our advisory service generates a flow of investment ideas for clients who wish to retain responsibility for investment decisions.

Banking, Credit & Execution

We also provide banking services, including deposit taking and lending at competitive rates. Our experienced team can advise clients on finance and lending facilities to support the overall management of their financial affairs.

Wealth planning

Detailed and extensive reviews by our wealth planners ensure every client is managed with all their assets and liabilities in mind. Retirement planning and inheritance tax mitigation are primary aspects of this service.

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