Overview of our services

Cazenove Capital is a leading provider of discretionary fund management to advisers and your clients. Our attitude to managing your clients’ wealth is measured and intelligent, and we work in partnership with you to deliver strong risk-adjusted returns while maintaining a consistent focus on preserving wealth. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.

Discretionary Fund Management

Model Portfolio Service

Taxed portfolios & ISAs

Personal pensions

Offshore bonds

Inheritance tax portfolio service

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.