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.
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.
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.
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.
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
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.
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.
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.
