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.
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 are a direct expression of our investment philosophy and process in unitised solution with four risk profiles: Cautious, Balanced, Growth and Equity Risk.
To discuss your wealth management requirements, or to find out more about our services, please contact us.