Working in partnership with advisers
Cazenove Capital is a leading provider of discretionary fund management. We work in partnership with external advisers to develop and implement tailored portfolios for your clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.
As part of our service, we:
- Develop an appropriate asset allocation strategy which meets your clients’ specific objectives and risk profiles
- Construct portfolios using a wide range of asset classes including alternatives
- Work with you to ensure that your clients’ strategies evolve in anticipation of their changing circumstances
- Provide you with comprehensive reporting services including the ability to access your client’s valuations online on a daily basis
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.