Wealth planning

Things to consider before choosing a wealth manager

15/11/2015

Entrusting your wealth to an investment professional is a decision that should not be taken lightly.

There are many reasons why it makes sense to appoint a wealth manager. Perhaps you want your money to work harder for you or it may feel like the right time to put together a financial plan to underpin your life goals. These can include things like funding your children’s education or perhaps your own retirement.

Alternatively, you may find that you are unhappy with your existing wealth manager or an investment portfolio that you manage personally, particularly during times of market stress.

Here are some important things to consider before deciding to outsource the management of your wealth:

 

What are your objectives?

How much risk are you willing to take?

How much will it cost?

What level of service can you expect?

The Cazenove Capital Management way…

More information

If you would like to talk to one of our team about how we can help you, please call Mary-Anne Daly on
020 7658 1300 or email mdaly@cazenovecapital.com.

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

John Gordon

John Gordon

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

James Gladstone

Head of Wealth Planning
Telephone:
james@cazenovecapital.com