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These pages are intended for UK professional advisers only.

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

 

 

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Working with advisers

Cazenove Capital is a leading provider of discretionary fund management. 

Working in partnership with advisers
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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.

DISCRETIONARY FUND MANAGEMENT

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.

MODEL PORTFOLIO SERVICE


The Model Portfolio Service is a discretionary investment management service that consists of a suite of risk-profiled portfolios, each aiming to deliver strong risk-adjusted returns.

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.

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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.

CURRENT VIEWS AT A GLANCE

Read our latest thoughts and opinions on asset classes. 

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Outsourcing

Cazenove Capital is part of Schroders outsourced solutions. Outsourcing offers choice and flexibility through a comprehensive range of investment services and products.

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Contact a member of the team

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

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Nick Georgiadis

Email Nick
+44 (0)20 7658 1160

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Simon Cooper

Email Simon
+44 (0)20 7658 1343

  • Our services
    • Discretionary Fund Management
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  • Meet the team
    • Portfolio Management
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    • DFM Operations
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    • Strategy & economics
    • Asset allocation
    • Responsible investing
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    • Company news
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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.