• Log in
  • Country: Financial adviser
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Family offices Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • Country: Financial adviser
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Family offices Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • About Cazenove Capital

    About Cazenove Capital

    • Working in partnership with advisers
    • Why Cazenove Capital?
    • Our board
    • UK management team
    • Our heritage and history

    Wealth Management globally

    • Schroders Plc homepage
    • Media relations

    Latest insight

    06FEB 2023

    Views at a glance – February 2023

    View all insights
  • Global home
Discretionary fund management
  • Our products and services​
  • Meet the team expand/collapse
    • Portfolio Management
    • Investment Specialists
    • DFM Operations
  • Insights expand/collapse
    • Strategy & economics
    • Asset allocation
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Subscribe to updates

    0 Min Snapshot

    Views at a glance – February 2023

    06/02/2023

    LISTEN: Cazenove Capital MPS Q1 Update

    22/04/2020

  • Contact us expand/collapse
    • Birmingham
    • Bristol
    • Jersey
    • London
    • Chester
    • Edinburgh
    • Leeds
    • Manchester
    • Oxford
  • Subscribe to updates expand/collapse
    • Subscribe to updates
Discretionary fund management
Search
Search
search lens

Are you looking for...

Our services
Meet the team
Insights
Contact us

Related Search

Working with advisers

Cazenove Capital is a leading provider of discretionary fund management. 

Working in partnership with advisers
Get in touch

We work in partnership with financial advisers to develop and implement tailored portfolios for their clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.

BESPOKE PORTFOLIOS

Partnering with Cazenove Capital makes good financial sense – for your business and your clients. The Discretionary Fund Management Service is a bespoke portfolio management service for advisers with clients with assets of £200,000+ to invest.

PORTFOLIO FUNDS


Portfolio Funds are a direct expression of our investment philosophy and process in unitised solution with four risk profiles: Cautious, Balanced, Growth and Equity Risk.

ADDITIONAL SERVICES


In addition to managing personalised investment portfolios, we offer a wide range of other bespoke service that most other wealth managers find difficult to match. It’s just another reason why financial advisers choose to align their businesses with Cazenove Capital.

Literature

DFM BROCHURE

Having managed the wealth of our own clients for generations, we appreciate how important it is to know that your clients’ money is in capable hands.

OUR HOUSE VIEW

Read our latest thoughts and opinions on asset classes. 

Latest insights

{{tile.ReadTime}} Min {{tile.ArtemisCategory}}

{{tile.PrimaryTag}}

{{vm.DefaultPrimaryTag}}

{{tile.Title}}

{{tile.FormattedDate}}

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us. 

DC_screenshot.PNG

Simon Cooper

Email Simon
+44 (0)20 7658 1343

  • Our products and services​
  • Meet the team
    • Portfolio Management
    • Investment Specialists
    • DFM Operations
  • Insights
    • Strategy & economics
    • Asset allocation
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Subscribe to updates
  • Contact us
    • Birmingham
    • Bristol
    • Jersey
    • London
    • Chester
    • Edinburgh
    • Leeds
    • Manchester
    • Oxford
  • Subscribe to updates
    • Subscribe to updates
  • Risk warnings
  • Important information
  • Privacy Policy
  • Cookies
  • eServices regulations
  • Client security
  • Subscribe to updates
  • Execution information
  • Scams & fraud: keeping you safe
  • Desktop view

© Copyright 2023 Schroders plc

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.

UK Financial Advisers

These pages are intended for UK professional advisers only.

By continuing you are confirming that you have read the important information and risk warnings and understood the legal information above. 

Cazenove Capital uses cookies to personalise and improve your site experience. You can accept all cookies by selecting 'I agree' and continuing to browse the site or you can "Manage cookies" to apply only the categories of your choosing. Find out more details on how we use your information in our Cookie Policy.

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

 

 

How we use cookies

Cazenove Capital uses cookies to personalise and improve your site experience. You can accept all cookies by selecting 'I agree' and continuing to browse the site or you can "Manage cookies" to apply only the categories of your choosing. Find out more details on how we use your information in our Cookie Policy.