Cazenove Capital’s DFM team is extending its offering to the IFA market by launching six new model portfolios.
These will be risk rated by Distribution Technology and actively managed following Cazenove Capital’s award-winning multi-asset investment approach. Each model portfolio will have a minimum investment of £50,000, allowing advisers to access Cazenove Capital’s investment expertise with a lower cost platform-based solution which may be suitable for a much larger proportion of their client base.
The models, which launch today, will initially be available on Standard Life’s Wrap Platforms and have been rated by Distribution Technology as follows:
| Model | Risk rating |
|---|---|
| Cazenove Capital MPS Cautious Model | Distribution Technology risk rating 3 |
| Cazenove Capital MPS Balanced Model | Distribution Technology risk rating 4 |
| Cazenove Capital MPS Growth Model | Distribution Technology risk rating 5 |
| Cazenove Capital MPS Aggressive Model | Distribution Technology risk rating 6 |
| Cazenove Capital MPS Equity Risk Model | Distribution Technology risk rating 7 |
| Cazenove Capital MPS Balanced Income Model | Distribution Technology risk rating 4 |
Nick Georgiadis, Head of DFM, comments:
“We value our long-standing relationship with IFAs and are delighted to be launching a model portfolio service allowing more of their clients access to our investment capabilities.
This is a natural development of Cazenove Capital’s relationship with the IFA community and strengthens our offering to the IFA market.”
For further information, please contact:
Charlotte Banks, Communications
+44 (0)20 7658 2589
charlotte.banks@schroders.com
Stephanie Cooper, Communications
+44 (0) 20 7658 1391
stephanie.cooper@cazenovecapital.com
Notes to editors
Cazenove Capital Management
Cazenove Capital is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans. We work in partnership with external financial advisers to develop and implement tailored portfolios for their clients as well as providing model portfolios.
As the wealth management business of Schroders in the UK, Channel Islands and Asia, our significant family ownership and financial strength enables us to genuinely take a long-term view and focus on the needs of our clients. The wealth management arm of Schroders plc manages £33 billion globally on behalf of clients (at 31 March 2016).
For more information, please visit www.cazenovecapital.com/adviser
Important information
Cazenove Capital Management is a trading name of Schroder & Co. Limited. Registered Office at 31 Gresham Street, London EC2V 7QA. Registered 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped or monitored.