Our wealth planning specialists are at the core of the expert team we assemble around our clients and are focused on helping you to meet your goals.
We consider your situation as a whole, covering areas such as: the structure of your investments; your retirement plans; and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
At Cazenove Capital we tailor our bespoke service to fit each unique clients’ needs. This means that each time we meet with a new client, the first investment we make is in forging a deep and lasting relationship.
Our clients share their hopes and objectives with us which allows us to build a team of the right experts around them. Wealth planning sits right at the heart of this approach - entirely focused on helping you to meet your goals.
Expect us to consider your retirement plans, the structure of your investments and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
To do this, we draw on the experience that Cazenove Capital has built up over centuries, combined with the international expertise of a truly global asset manager, the Schroders Group.
Where clients have existing advisers, we will work in partnership with them. In other cases, we may recommend trusted accountants and lawyers to work alongside our own team to ensure our clients gain access to the best specialist expertise.
Every client has different needs and priorities but whatever their circumstances, our focus is always consistent, preserving and growing their wealth in line with their risk tolerance, objectives and values.
INVESTMENT MANAGEMENT
Our focus is to protect and grow your wealth, and we aim to do this in a tax and cost-efficient way.
BANKING AND LENDING
Our banking services are available as part of our overall commitment to help you meet your goals.
