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  • About Cazenove Capital

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Working with advisers

Cazenove Capital is a leading provider of discretionary fund management.

Our approach to managing your clients’ wealth is measured and intelligent. We work in partnership with you to deliver strong risk-adjusted returns while maintaining a consistent focus on preserving wealth.

Download our brochure

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Our offering for financial advisers​
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Our offering for financial advisers​

We understand that every adviser and every client is different. We aim to meet your clients’ individual requirements and deliver the highest level of service both to you and your clients with a full range of investment solutions.​

As the client’s financial adviser:

You remain in control of client relationships and continue to provide financial planning advice.

You’ll also be responsible for determining the suitability of their risk profile according to their situation and needs.

We commit to:

Providing an investment service that starts by setting an appropriate asset allocation strategy for each client.

Creating and managing personalised portfolios that match their individual risk profiles and financial goals. 

Providing access to online support, including market update videos, portfolio updates, quarterly newsletters and bespoke events for you and your clients.

Our products

  • Bespoke portfolios
  • International model portfolio service​​
  • Model portfolio service
  • Portfolio funds

Our services

  • Banking and treasury
  • Charities
  • Discretionary fund management
  • IHT Portfolio Service
  • Sustainability​
  • Tax efficient structures​
  • US citizens

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Discretionary fund management

Our attitude to managing your clients’ wealth is measured and intelligent. We work in partnership with you to deliver strong risk-adjusted returns while maintaining a consistent focus on preserving wealth.

Bespoke portfolios 

For clients with more complex needs, we offer a range of Bespoke Solutions with varying investment styles including active, passive and sustainable strategies. We can tailor our approach to meet your clients’ needs.

Asset allocation

Active_Funds_601906_CC_IDD_E21010_brochure_DFM_images7_V2.jpg

Key information

  Active Funded and Active/Passive Sustainable Segregated Equity Mandates
Investment strategy

A bespoke portfolio that can utilise any of the following structures: corporate pensions, individual savings accounts (ISAs), Tier 1 Investor Visas, offshore investment bonds, qualified recognised overseas pension schemes (QROPS) and self-invested personal pensions (SIPPs).

For active/passive portfolios, exposure to equity and fixed income may be provided by a mixture of active and passive instruments.

Bespoke sustainable portfolios are similar to our core and active/passive portfolios and can utilise the same range of investment structures but with the application of more stringent sustainability criteria. The segregated approach gives clients access to a global portfolio of directly held equities alongside fixed income and other asset classes that reflect our broader investment philosophy.
Product expertise Inheritance tax and other considerations such as sustainable investments can also be taken into account as requested.
Fee facilitation The ability to set up client-agreed adviser fees for general investment accounts and ISAs should this be required.
Extensive resources We construct and manage portfolios drawing on the resources of the Schroders Group and talented external specialists.
Support Bespoke Portfolio clients are looked after by a team of at least three, led by a portfolio manager. The portfolio manager will manage your clients’ investments and be available for regular meetings with you and your clients. Our team approach means there is always someone who is familiar with your clients’ circumstances.
Minimum investment £500,000

ratings/risk profiles

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Literature/downloads

Bespoke portfolios sales aid

Portfolio funds

A direct expression of our investment philosophy and process in unitised solution with four risk profiles cautious, balanced, growth and equity risk. We construct and manage portfolios drawing on the resources of the Schroders Group and talented external specialists.

Asset allocation

Active_Funds_601906_CC_IDD_E21010_brochure_DFM_images7_V2.jpg

Key information

  Active Funds Sustainable
Investment strategy A direct expression of our investment philosophy and process in unitised solution with four risk profiles Cautious, Balanced, Growth and Equity Risk. Bespoke sustainable portfolios are similar to our core portfolios and can utilise the same range of investment structures but with the application of more stringent sustainability criteria.
Product expertise Diversified investment solutions, investing in equities, bonds and alternatives (such as gold, absolute return funds, structured products, real assets).
Fee facilitation Cost effective, with no transaction costs within the funds and CGT efficient wrapper, with CGT not paid on transactions within the fund. 
Extensive resources We construct and manage portfolios drawing on the resources of the Schroders Group and talented external specialists.
Support

Bespoke Portfolio clients are looked after by a team of at least three, led by a portfolio manager. The portfolio manager will manage your clients’ investments and be available for regular meetings with you and your clients. Our team approach means there is always someone who is familiar with your clients’ circumstances.

Monthly factsheets produced.

Minimum investment £200,000

Literature/downloads

Portfolio funds sales aid

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Tax-efficient structures

We can offer you a range of tax-efficient structures from General Investment Accounts, ISAs, SIPPS, Offshore Investment Bonds etc. If you are interested in any of the above, please get in touch to discuss how we can help further.

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IHT

Investing in smaller UK companies can play a useful role in estate planning because of the tax reliefs available. When you invest in qualifying shares and leave them in your will, the transfer to your beneficiaries after you die should be 100% exempt from inheritance tax (IHT), providing you’ve held them for at least two years.

Download the IHT guide

Get in touch
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Charities

Cazenove Charities is proud to look after over £8.6 billion for around 1,500 charities of all shapes and sizes – something we have been doing for over 80 years.1 Many of the portfolio directors in the team are charity trustees in a personal capacity, helping us to see the world from your perspective.

1As at 30 July 2019. Charity Finance Fund Management Survey

Download the charities guide

Get in touch
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Sustainability

Spanning social and financial investments, sustainable investing covers a broad range of environmental, social and governance (ESG) topics. For many of our clients, considering ESG issues is becoming fundamental in helping them ensure that their investments shape better outcomes for society, as well as drive long-term performance.

Download the Sustainability guide

Get in touch
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Banking and treasury

By offering clients the ability to bank with us we provide a suite of services, all focused on meeting our clients’ long-term needs and achieving their future goals. We are committed to offering every existing client the banking services they need.​

From mortgages, bridging finance, and lending against investment portfolios, to cash deposits and foreign exchange - we have a variety of banking services available exclusively to clients.

Download the banking and treasury guide

Get in touch
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US Citizens

We’re fully committed to serving the needs of American clients based in the US and around the world who are looking to have their assets managed from London. Our large network of analysts conducting proprietary research provides us with a truly global perspective on investments and markets. If you have American clients living in the UK or abroad, we’re here to help.

Download the US Citizens guide

Get in touch

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