Discretionary portfolio management
Successful investing takes dedication. Dedication takes time.
We understand that looking after your financial future can be time consuming. As your trusted partner, we take the time to get to know you and your personal objectives. Even with a significant amount of knowledge and experience, managing financial affairs can be a complicated, lengthy and laborious process. We work with you and any existing advisers you may have, aiming to meet your specific objectives.
You will be looked after by our dedicated team of experts, led by an experienced portfolio manager and, where applicable, a wealth planner. Their role is to understand your personal circumstances and to ensure that your assets are suitably structured and invested in accordance with your specific objectives and risk tolerance.
Our attitude to managing wealth is measured and intelligent, with a consistent focus on preserving capital and delivering strong risk-adjusted returns. Our investment philosophy is unburdened by strict models, so we are open to pursue the best opportunities for you across global investment markets.
We ensure we have an agreed strategic asset allocation strategy with the most efficient level of exposure to the various asset classes. This strategy will take into account factors such as your investment horizon, your risk tolerance, income objectives, liabilities and the other assets you hold outside of your portfolio. We will then actively monitor and rebalance the asset allocation to reflect our views on short-term opportunities in financial markets. The general recommendations for asset allocation are determined by our strategy team and the role of your portfolio manager is to adopt the house view and design an appropriate asset allocation to suit your specific requirements. Thus you benefit from all the resources of Cazenove Capital, backed by the wider Schroder Group, which are adapted to your own needs.
Things to consider before choosing a wealth manager
Entrusting your wealth to an investment professional is a decision that should not be taken lightly. Here are some important things to consider before deciding to outsource the management of your wealth.
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.