Why Cazenove Capital?

Experienced and talented people
Experienced and talented people. We recognise that a sophisticated client base such as ours requires a wide range of knowledge and skills. We are able to attract and retain talented and motivated people who enjoy working in an environment where lines of communication are short and where the sole focus remains on our clients’ interests. We have a dedicated DFM Team with more than 10 years’ experience of working in partnership with advisers.

Pursuit of excellence 
Our primary objective is to build long-term relationships with you and your clients, rather than simply pursuing short-term corporate objectives. This approach allows us to offer a tailored service and to structure portfolios according to your clients’ individual requirements, rather than simply using generic models. Integrity is at the heart of everything we do.

Proven investment expertise 
Each of your clients has specific financial needs and preferences, but all have a common objective – to preserve their wealth for the long-term. We believe that no firm can expect to excel in every investment area, therefore we access the best fund and investment products from around the world.  We have a layered investment approach drawing on the depth and breadth of global expertise from within the Schroder Group and of some of the world’s leading investment specialists.

Personal service  
Building a relationship of trust with you and your clients is as important to us as the successful management of wealth. Not only will we take the time to understand your clients’ financial requirements, as well as their investment objectives, we will also take the time to understand them. At Cazenove Capital, you will be supported by a dedicated team led by an experienced portfolio manager. We understand the need for genuine flexibility to accommodate change and the unexpected and we will work with you and your client to meet their requirements. 

Multi-jurisdictions and different legal entities
We have experience in dealing with clients living in multiple jurisdictions and investing in structures which are also domiciled in a number of different countries. We offer a highly personalised and bespoke service which ensures their investment strategy is effectively deployed.

Responsible investment management 
As a responsible wealth manager, we take corporate governance and sustainability seriously and integrate social, environmental and ethical research into our mainstream investment process.

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

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Former Head of DFM Team
Simon Cooper

Simon Cooper

Head of DFM Relationship Management