WealthFocus is a streamlined new investment service from Cazenove Capital, one of the UK’s leading Wealth Managers and part of the Schroders Group, the highly rated global asset manager.
Put simply, our WealthFocus service is a straightforward, flexible way to invest and manage your money, within your risk appetite.
WealthFocus is an online service, supported by personal financial advice from dedicated experts. The service is available to people investing upwards of £50,000.
A WealthFocus Financial Planner will meet with you, in person or via video conference, to discuss what you are looking to achieve and to discuss your investment goals and get a clear understanding of risk appetite.
Your WealthFocus Financial Planner will develop an investment portfolio to match your financial goals. They can also give you ongoing or one off financial advice, depending on what you need.
You’ll have a named Financial Planner if you decide to join our WealthFocus service. All of our colleagues shown here are active members of that Financial Planning Team.
The management of your wealth requires specialist investment expertise. Our private client team, supported by the global strength of the Schroder Group, has the knowledge and experience to help you.
For full contact details, please select your local office from the list below:
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.