What we offer

Managing your wealth is about more than successful investing. Each person’s requirements are different and you may need only specific services from us, but in most cases, our clients approach us for help on planning and implementing a strategy that can meet their wider goals.

Portfolio management

We take the time to get to know your circumstances, priorities and ambitions. We use our long-standing experience and expertise to choose the investment strategy best able to deliver continued prosperity, responsibly and securely.

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Wealth planning

Our focus is on growing your wealth and preserving it for future generations.

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Banking and lending

As a bank regulated by the UK Prudential Regulation Authority, our highly experienced treasury and banking team is able to offer our clients a range of quality banking services to complement our planning and portfolio management services.

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Sustainable investment

Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.

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Business exit planning

If you’ve built and managed a successful business, you’ll know the importance of planning.

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Discretionary Fund Management (DFM)

We work in partnership with financial advisers to develop and implement tailored portfolios for their clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.

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We can help you ensure your success and wealth will make a difference to those causes you are passionate about.

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Charity investment

We are proud to look after £9.9bn for the charity sector. Our services are designed to offer comprehensive and customised support to the full sector.

Go to Cazenove Charities website

Contact us

To discuss your wealth management requirements, or to find out more about our services, please contact us below.

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