Independence

Cazenove Capital is a privately owned, independent asset management house. There is no bias to what is included in our portfolios and this independence of thought, we believe, aligns Cazenove Capital closely with the advice Independent Financial Advisers (IFA) provide. This ethos is reinforced by the fact that the employees own a substantial part of the company.

Investment approach

Our portfolios are managed in a way that is distinct from traditional approaches to private client management. We believe in multi asset, multi manager mixes that aim to deliver a consistency of return but offer protection against extremes of market volatility.

The management of risk is our key consideration. We construct portfolios using asset allocation which is tailored to client requirements with a level of risk that is acceptable to them as individuals.

Specialisation and service

Portfolios will be managed by a specialist team that is focused solely on the IFA market. We have extensive experience of managing pensions and other wrapped portfolios. Each client will have a Private Client Manager, and alternate, available for face to face meetings as well as contact via telephone and email. Clients can also elect to have access to secure online personalised valuations which provide a level of transparency not universally available across the industry.

Pursuit of excellence over size

Management of the wealth of private individuals is central to our business. It is critical that we therefore continue to deliver the service for which we have become known. Our brand and reputation has taken 180 years to build and we remain fully committed to putting the needs of our clients first.