Digital services

Scroll down for information about switching to online reporting / going paperless, our eServices portal for clients and our downloading the Cazenove Capital client app (available on iOS for Apple and Android).

Switch to paperless reporting

Switching to online reporting is simple. If you already use our online portal eServices:

Log in to your eServices account
Click on your UserID at the top of the homescreen and then click "Settings" within the dropdown menu
Within "Settings" click "Change to paperless", and then "Continue" to confirm the action

If you don’t have an eService account (more information below), contact your portfolio manager.

eServices online portal for clients

eServices is our online reporting system for clients which enables you to:

- See you portfolio performance, reports, market insights and commentary;

- Request, run and view reports for your portfolio;

- Access monthly and quarterly statements as well as the ability to generate reports on any business day; and

- Search an online document archive.

Watch the video below for more information.

Get the Cazenove Capital client app

Available for iOS/Apple and Android.

App requirements:

The app is compatible with iPhone models 5s or later running iOS11 and above, as well as Android devices operating on version 5.0 or newer. To access the app, you must be an existing Cazenove Capital online/eServices user.

Download the app below.