We don’t use robots or sets of algorithms to manage your investments. Supported by a global network of investment specialists, our WealthFocus team manage your portfolio according to four simple principles.

Our first step is to meet with you to discuss and agree your goals and attitude to risk. This forms the basis of our research into your investment strategy.

YOUR ATTITUDE TO RISK

How would you respond to market ups and downs?
How long will you invest for?
What is your back up plan?

ASSET ALLOCATION

We match your investment strategy to your attitude to risk and your timeframe.
Equities, fixed income, alternatives and cash have different risk and performance profiles.
We only provide the blend of asset classes best suited to you.

DIVERSIFICATION

Having a good mix of asset classes can help to manage the ups and downs of the market.
We invest across the globe so you can access opportunities wherever they are.
Rebalancing portfolios allows us to actively maintain your mix of asset classes.

COST AND FLEXIBILITY

Costs and flexibility can be as important as making the right investments.
We access discounts and invest and switch investments without cost wherever possible.
Passive investments track markets and often have lower costs. We make use of passive and active investments to help ensure your portfolio is competitive.

Contact us

If you'd like to know more, please get in touch:

Simon Jackson

Telephone:

01962 856290

simon.jackson@cazenovecapital.com

Rosie Sommerville

Telephone:

01962 856290

rosie.sommerville@cazenovecapital.com

Cazenove Capital is a brand used by the Wealth Management division of the Schroders Group. Issued by Cazenove Wealth Planning Limited which is an Appointed Representative of the Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Details can be found at http://www.fca.org.uk/register, under reference 552437. Registered in England and Wales no.7594028. Registered office is 1 London Wall Place, London. EC2Y 5AU.

Cazenove Capital in the UK

WEALTH MANAGEMENT GLOBALLY