• Log in
  • Country: Wealth Management
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Large family or family office Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • Country: Wealth Management
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Large family or family office Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • About Cazenove Capital

    Cazenove Capital in the UK

    • Our history
    • Our board
    • UK management team
    • A message from our Chief Executive

    Wealth Management globally

    • Schroders Plc homepage
    • Media relations

    Other links

    • Protection of deposits and investments
    • Corporate governance and stewardship
    • Subscribe to updates

    Latest insight

    21JAN 2021

    Webinar: what comes after the volatility of 2020?

    View all insights
  • Global home
Family offices
  • Your priorities expand/collapse
    • Sustainability
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with (current) expand/collapse
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future expand/collapse
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights expand/collapse
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates

    0 Min Perspective

    Webinar: what comes after the volatility of 2020?

    21/01/2021

    0 Min Perspective

    Planning for a higher rate of capital gains tax

    18/01/2021

  • Events expand/collapse
    • 2020 webinars
    • Young investor webinar series
  • Contact us expand/collapse
    • London
    • Chester
    • Edinburgh
    • Oxford
    • Other locations
  • Subscribe expand/collapse
    • Subscribe to updates
Family offices
Search
Search
search lens

Are you looking for...

Our services
Meet the team
Insights
London

Related Search

Large families and family offices

Working with family offices
Get in touch

Your family’s wealth may be the result of your own business’s success or you may be the steward of wealth inherited from earlier generations. In either case, the challenges you face will be similar to those seen by the other families we advise.

There may be continuing business interests to oversee, different family members’ needs to meet and differences of opinion between individuals to balance. More often than not, families will feel strongly about the charitable causes they want to support. And, increasingly, our family clients are expecting their investments to deliver positive social and environmental outcomes – in line with their values.

Schroders is a leading adviser to family clients at the very top end of the wealth range and to their family offices. In 2020 we reached an agreement to buy London-based family office Sandaire, enhancing our ability to offer an exceptional service to multi-jurisdictional families and their advisers.

Schroders is still 48% owned by the family who founded it over 200 years ago. We have offices in London and the Channel Islands – where we operate under the Cazenove Capital name – as well as Switzerland, Hong Kong and Singapore where you will know us as Schroders Wealth Management.

Your family is unique, as is mine, but the challenges we face and the choices we make have been navigated by other families before.

Leonie Schroder
Read the views of Leonie Schroder

Complex requirements call for strong governance and expert, discreet and flexible services that can adapt to your family’s unique make-up. We understand the responsibility that comes with family wealth. We can help ensure your generation achieves its ambitions, and that the values you set will live on through future generations. To help, we have produced “Managing Family Wealth”, a document which reviews the various options open to families who are considering how best to manage and oversee their assets. If you would like to receive a copy, please contact a member of the team. 

The modern family office

Your browser doesn't support HTML5 video. Here is a link to the video instead.

Image

Venture philanthropy : “a business-like approach to giving”

John Stone established the Stone Family Foundation in 2005. Fifteen years later he talks to Cazenove Capital about the radical approaches he’s taken to ensure his giving has an enduring impact. Watch and hear his conversation with Clare Anderson.

Watch

Case studies

CASE STUDY

How we helped a family office manage assets for a multi-generational, international family

We bring a range of services to a UK family office who have appointed us to manage the family’s liquid investments. We provide the family office and the individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.

Read more

CASE STUDY

How we helped an entrepreneur following a significant business sale

Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimising complexity.

Read more

Latest insights

{{tile.ReadTime}} Min {{tile.ArtemisCategory}}

{{tile.PrimaryTag}}

{{vm.DefaultPrimaryTag}}

{{tile.Title}}

{{tile.FormattedDate}}

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us or leave your details here and we can contact you.

DC_screenshot.PNG

Clare Anderson

Email Clare
+44 20 7658 1140

DC_screenshot.PNG

Matthew Taylor

Email Matthew
+44 20 7658 11321

  • Your priorities
    • Sustainability
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events
    • 2020 webinars
    • Young investor webinar series
  • Contact us
    • London
    • Chester
    • Edinburgh
    • Oxford
    • Other locations
  • Subscribe
    • Subscribe to updates
  • Risk warnings
  • Important information
  • Privacy Policy
  • Cookies
  • eServices regulations
  • Client security
  • Protection of deposits and investments
  • Prices for our bespoke managed funds
  • Subscribe to updates
  • Execution information
  • Stewardship Code
  • Desktop view

© Copyright 2021 Schroders plc

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.

UK Private Clients

This website is for those who are eligible to view it only. By continuing, you confirm that you have read and agree to the important information, risk warnings, privacy policy and cookies policy (you can accept all cookies by selecting ‘I agree’ or you can ‘manage cookies’ to apply only those which you are happy to allow).