The investment demands of each charity are different. We aim to develop a good understanding of the trustees’ long-term objectives and requirements prior to proposing investment strategies to meet them.
We are then able to develop a long-term solution based on expected returns, time horizons and levels of risk with which the trustees feel comfortable.
Our multi-asset funds provide a simple solution for charities with £10,000 or more - with our Responsible Multi-Asset Fund going beyond mere exclusions and putting sustainability at its heart.
For charities with £1m or more we can provide bespoke portfolios - designed to cater for your exact requirements - be that income, sustainability or anything else.
We understand that our charity clients have differing and complex needs, and that many hold large sums of cash from time to time. Our cash administration team helps them to get the best possible rate combined with security.
Cazenove Capital believes that companies have the ability to enhance their long-term performance through an understanding of the environmental, social and governance (ESG) issues affecting their business.
Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.
The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.