In a world of ever expanding choice and complexity, many financial advisers are finding that they cannot devote sufficient time to the critical area of investment, both at the initial recommendation stage and in the monitoring of portfolios.

Increasing numbers of intermediaries are concluding that they need to partner with organisations which specialise in this area and Cazenove Capital has extensive resources to assist you in this field.

As part of our service to you, 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 such as hedge funds and structured products.
• Work with you with the aim of ensuring 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

We offer IFAs a complete range of services, including the discretionary management of:

• Personal pensions
• Offshore investment bonds
• IHT
• ISAs