Our investment approach

A robust framework

We combine a number of key elements to achieve consistent returns within an environment of controlled risk. We draw on research and analysis from our own in-house team and the guidance of investment specialists from around the Schroder Group as well as invaluable external investment expertise. We then overlay the individual needs of each client and discuss the most suitable and appropriate investments.

A business cycle approach

Working to create the right asset allocation for each client is closely linked to the understanding of the economic climate. Different asset classes will outperform at different points in the cycle and an active approach will help manage associated risk and opportunities. Reviewing asset classes in light of the business cycle leads to more insightful decisions that are dynamic and relevant.

Active portfolio management

With a diversified approach to investing for clients, your experienced portfolio manager will ensure your portfolio is reviewed and altered as appropriate over time to keep it aligned with your investment objectives and risk tolerance given the changing financial environment. Changes in your own personal circumstances and tax position will be an important factor in how decisions are taken over the longer term on your behalf.

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

Contact Cazenove Capital

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

John Gordon

John Gordon

Head of Business Development
Telephone:
john@cazenovecapital.com
James Gladstone

James Gladstone

Wealth Planning Director
Telephone:
james@cazenovecapital.com