Case studies
Discover our clients' stories about how we have worked in partnership with themWe are fortunate to work alongside our clients, who entrust us with the responsibility of delivering on their Investment Policy to create lasting impact for their beneficiaries.
Achieving your charitable objectives can be challenging. Whatever your size, purpose, or investment goals, we are confident that we can help. Our services focus on supporting charities to meet their investment objectives through tailored advice, flexible implementation, and a commitment to long-term partnership.
You can explore some of our client case studies below, which detail how we have supported and worked with a variety of organisations.
Cazenove Capital partners with UnLtd to align its £175 million endowment with its social mission
Cazenove Capital has been appointed by UnLtd as the sole manager to align it's £175M endowment, The Millenium Awards Trust, to mission driven social change. Working with Cazenove Capital, they will pursue responsible investment practices across the portfolio, along with targeted impact investments in areas such as renewable energy, healthcare and affordable housing. You can read the full press release here.
Royal National Institute of Blind People Retirement Benefits Pension Scheme
Schroders Solutions today announces it has been awarded a £170 million Fiduciary Management (FM) mandate by the Royal National Institute of Blind People’s (RNIB) Retirement Benefits Scheme, following an open and competitive tender process.
The mandate involves a highly bespoke solution that meets the Scheme’s strategic needs, with a focus on integrating Environmental, Social and Governance (ESG) factors into investment decision making and aligning to the charitable mission of the sponsor.
University of Reading
The University of Reading has announced it is to sell all its remaining investments in fossil fuels.
The decision comes after the university appointed a new fund manager Cazenove Capital, and wanted to respond to concerns of students and staff.
Prof Van De Noort, commented "after a rigorous appointments process, we are confident that our new fund manager has the capability to align our investments with our mission to understand and fight climate change."
Discover how the RSPCA partnered with Schroders Solutions and Cazenove Capital
Watch the RSPCA share their journey towards uniting charitable and pension scheme assets under one roof with Schroders Solutions and Cazenove Capital. Learn how this partnership not only improves efficiency but also enables the RSPCA to focus more resources on their vital mission of animal welfare.
ESG Investing Olympics
Cazenove Capital has been awarded a £33.5 million investment mandate from three charities after an ‘ESG investing olympics’ competition.
Friends Provident Foundation, the Joffe Charitable Trust, and the Blagrave Trust - will become cornerstone investors in a new multi-asset sustainability fund – Cazenove Sustainable Growth Fund.
University of Nottingham
Cazenove Capital has been appointed by the University of Nottingham to manage its £59.4 million endowment portfolio and £9.5 million medium-term investment fund, as part of the University’s ongoing commitment to sustainability.
Cazenove Capital’s investment focus will be significantly weighted towards environmental, social and governance issues and delivering a positive impact.
Client testimonials – In their own words
"Much has been done. With our investment managers, Cazenove Capital, we have been working on proposals for our investment policy which we believe are credible, deliverable and reflect the University’s values’’
"Thanks for the helpful updates…we are pleased that we have such skilled and talented hands on the helm of the Endowment. Thanks for all the calm professional handling in what I am sure are very stressful times.”
“The 2024 Charity forum was so impressive. Probably the best one yet, which is a high bar to hurdle as they are always such good quality.”
“You have been superb at responding to stakeholder enquiries about specific investments and that is valued and much appreciated.”
“I would like to thank you for your professionalism and for continuing to provide quality management and service to the Charity”
“Personalised service is exceptional, as is the digital portal with easy-to-create bespoke reporting.”
“The team I deal with are faultless and exceptional in all their communications and support.”
“The presentation from Cazenove was refreshing and a breath of fresh air.”
Contact Cazenove Charities
Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.