Discretionary portfolio management

Our clients face a myriad of issues when it comes to managing their wealth. Even with a significant amount of knowledge and experience, managing financial affairs can be a complicated, lengthy and laborious process. We aim to work with you and any existing advisers you may have, to meet your specific objectives while removing the stress that comes with having to coordinate multiple service providers. Read more about our team.

You will be looked after by a talented team led by an experienced portfolio manager. Their role is to understand your personal circumstances and to ensure that your assets are suitably structured and invested in accordance with your specific objectives and risk tolerance.

Guidelines, not restrictions

Our attitude to managing wealth is measured and intelligent, with a consistent focus on preserving capital and delivering strong risk-adjusted returns. Our investment philosophy is unburdened by strict models, so we are open to pursue the best opportunities for you across global investment markets.

We ensure we have an agreed strategic asset allocation strategy with the most efficient level of exposure to the various asset classes. This strategy will take into account factors such as your investment horizon, your risk tolerance, income objectives, liabilities and the other assets you hold outside of your portfolio. We will then actively monitor and rebalance the asset allocation to reflect our views on short-term opportunities in financial markets. The general recommendations for asset allocation are determined by our strategy team and the role of your portfolio manager is to adopt the house view and design an appropriate asset allocation to suit your specific requirements. Thus you benefit from all the resources of Cazenove Capital, backed by the wider Schroder Group, which are adapted to your own needs.

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