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.