News releases

Cazenove Capital’s Private Investor Conference 2019: Mission Led Investment in Scotland

28/02/2019

A majority of investors plan to put a greater proportion of their wealth into sustainable investments in future, according to an audience poll* conducted at Cazenove Capital’s annual Private Investor Conference 2019 in Edinburgh last week.

Over 70% of the audience, made up largely of private investors, stated an intention to invest a higher proportion of their assets with sustainability in mind.

An even larger majority – 90% of attendees – indicated that they wanted more information about sustainable investment opportunities.

This year’s conference focused on “Mission Led Investment in Scotland”, exploring the importance of investing for profit with purpose. It highlighted how private investors can involve themselves in social enterprise and responsible investing.

A varied line-up of speakers, including entrepreneurs and angel investors, addressed topics ranging from capital-raising to specific new technologies associated with natural resource use or food production. Along with Cleo Fitzsimons, Cazenove Capital’s Responsible Investment Manager, they demonstrated that responsible investing is no longer a peripheral activity for a minority of investors – but a mainstream choice for many.

This was reflected in the audience’s poll results.

Bob Hair, Head of Cazenove Capital in Edinburgh, commented:

“Investors want to see corporate practices that reflect their personal values. A critical factor for measuring the success of a modern business is the approach it takes toward society and the environment – and investors want evidence of positive contributions.

Audience members were polled on a number of questions throughout the day, featuring both sustainability and entrepreneurship in Scotland, with some notable results. 90% of our audience members highlighted the lack of available information on sustainable investment in Scotland, whilst 72% stated that, even so, it was their intention to invest a higher proportion of their assets sustainably in the future.

“Such results emphasise the challenges facing sustainable investment as it becomes mainstream, but encouragingly, many ESG based investment strategies are proving to outperform more traditional investment portfolios.”

The conference utilised Cazenove Capital’s growing entrepreneurs network, which provides a new way for entrepreneurs to meet and interact with each other and members of Cazenove’s dedicated entrepreneurs team. The network is used by entrepreneurs with businesses at all stages of the cycle – from start-up through to exit - and channels Cazenove’s vast experience in supporting generations of wealth creators.

Read more about Cazenove Capital’s Entrepreneur Network here.

*audience poll undertaken by 123 conference participants on 21 February 2019

For further information, please contact:

Estelle Bibby, Head of Media Relations

Tel:+44 (0)7770 496163/ estelle.bibby@schroders.com

 

Note to Editors

About Wealth Management

As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us. 

Private individuals, family offices, trusts, institutions and charities all rely on us to provide them with bespoke wealth management services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are the largest charity fund manager by assets under management in the UK. 

For two centuries we have helped clients look forward to a successful future. With each client, we plan for the long term and invest the time to gain a detailed understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years, decades and even generations. This creates relationships of unusual depth.

Our experience of navigating complex markets and adapting to change helps us balance risk and reward. The investment expertise we call upon as part of Schroders, a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.

Wealth Management office locations

Cazenove Capital: UK (London, Edinburgh, Oxford, Chester), Channel Islands

Schroders Wealth Management:  Gibraltar, Singapore, Hong Kong, Germany, Spain and Switzerland.

£60.1billion (CHF 78.8 billion/ €68.0 billion) assets under management globally across all Wealth Management offices (including Benchmark Capital) as at 30 June 2018.

Further information about Cazenove Capital can be found at www.cazenovecapital.com.

Issued by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroder & Co. Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

When investing, your capital is at risk

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested. 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.