DFM with a differenceWelcome to our 'DFM with a difference' video series, designed for financial advisers looking to understand the full range of Cazenove Capital services.
Members of our Discretionary Fund Management (DFM) team talk to experts from across the firm who explain how some of our more specialised services can help you better serve your clients. Each video delves into a different aspect of our service, encompassing areas such as philanthropy, our US investment service for clients with an American connection and structured products.
Whether you're new to Cazenove Capital or an existing partner, we hope this series will serve as a useful guide to our broad set of services that will help you meet your clients' often evolving and complex needs.
If you’re interested in understanding more about our services, please speak with a member of our DFM team.
DFM with a difference: How Donor-Advised Funds (DAFs) can benefit your clients
Marcus Durie is joined by Lyn Tomlinson, Cazenove Capital’s Head of Impact, to discuss Donor-Advised Funds (DAF). Together, they look at the many advantages of DAFs, as well as the huge opportunity for advisers in being able to deliver a truly holistic service for clients.
DFM with a difference: Advising clients from the United States
Stuart Ellis, a portfolio manager in the DFM team at Cazenove Capital, is joined by Martin Heale and Janette Saxer, who lead the Schroders Wealth US team. They discuss the challenges faced by US citizens living in the UK when it comes to investing and the unique solutions that Schroders Wealth US can offer.
To learn more about our services, please contact us.