The management of private assets is the largest area of our business and one in which we continue to invest. Our strength is founded on the lasting relationships that we build with our clients. As well as our headquarters in London, we have offices in Oxford, Chester, Edinburgh and Jersey.

Cazenove Capital provides a complete wealth management service. We develop strategies and establish the structures needed for the future management of your wealth, focusing on tax-efficient solutions. We provide you with access to experts who will take the time to understand your financial position. We then suggest appropriate solutions based on independent and impartial advice. Our recommendations will be clear and realistic about what is achievable and what is advisable.

Whilst clients differ in their requirements and sometimes choose to access only specific services from us, we usually provide five broad stages of advice:

• Carrying out an in-depth review of your financial position, objectives and risk appetite.
• Recommending and establishing the most tax-efficient structures through which to hold your assets. 
• Recommending an appropriate strategic asset allocation.
• Selecting the most suitable managers and investments within each asset class.
• Providing ongoing  financial planning advice, tactical asset allocation, monitoring and reporting. This includes reviewing any changes in your circumstances and responding accordingly.