Talking points

Segmenting your client bank

19/05/2017

Kim Nelson

Kim Nelson

Regional Business Development Manager

As advisers look to streamline and simplify their central investment process many turn to segmenting their client bank in order to offer the level of service most appropriate for individual clients. This will often involve outsourcing part of the investment management process to a third party and in many cases this will be a Discretionary Fund Manager (DFM). In addition to more traditional bespoke services, many DFM’s now offer a range of risk-rated models which can be bought directly or via a third party platform.

To support our adviser partners, we offer the Cazenove Capital Model Portfolio Service, a range of six multi-asset portfolios including an income option, which is managed by the same investment team who manage our bespoke service for advisers and their clients.

The model portfolios are available on platforms from 0.3% AMC and are risk-rated by Distribution Technology. The portfolios are risk-targeted to ensure they are managed and maintained within the clients chosen risk profile. The portfolios benefit from the Cazenove Capital ‘house view’ and best thinking in terms of asset allocation. These are truly multi-asset portfolios and will utilise both active and passive funds where we believe they can deliver the best returns for clients. As they are managed by our team, they are rebalanced when the team believes there is a need to, therefore, there are no set rebalancing dates or times.

For further information please contact Kim Nelson at kim.nelson@cazenovecapital.com or visit our website at cazenovecapital.com/adviser-mps

Author

Kim Nelson

Kim Nelson

Regional Business Development Manager

Kim Nelson joined in July 2016 and is responsible for development and managing relationships with Financial Advisers in Scotland and Northern Ireland. Prior to joining Cazenove Capital, Kim was Relationship Manager at Tilney Investment Management and has held previous investment roles with Deutsche Bank and Standard Life Investments. She has 8 years’ investment experience. 

This article is issued by Cazenove Capital which is part of the Schroder Group and a trading name of Schroder & Co. Limited, 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com