Private Clients

Cazenove Capital offers a distinctive service to high net worth individuals with a financial planning team which is fully integrated with our portfolio managers. We focus on providing clients with optimal after-tax returns and can recommend suitable structures through which to hold their investments. In addition, our financial planners can advise on a full range of innovative planning ideas, including estate planning and pensions, usually working alongside the clients’ existing accountants and lawyers.

We then develop investment strategies which are suited to individual clients’ risk profiles and investment objectives. Our philosophy is to act as our clients’ trusted adviser and we ensure that they have access to the world’s most talented managers. Our investment process therefore combines our in-house expertise in our key areas of specialisation with a rigorous selection of the most suitable third-party managers in other areas.

Cazenove Capital manages £5.3bn on behalf of a wide range of private clients including entrepreneurs, corporate directors, professionals and other wealthy individuals as well as their Trusts, Charitable Foundations and Personal Pensions. The average size of family relationship is well in excess of £1m.

Click here to go to the Private Clients section of the website.