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Company

Cazenove Capital

Location

London, United Kingdom

Chester, United Kingdom

Edinburgh, United Kingdom

Oxford, United Kingdom

Gibraltar, Gibraltar

Saint Peter Port, Guernsey

Hong Kong, Hong Kong

Saint Helier, Jersey

Geneve, Switzerland

Zurich, Switzerland

Singapore, Singapore

HQ

United Kingdom

Profile

Cazenove Capital

Description

CAZENOVE CAPITAL is a specialist wealth management arm of Schroders in the UK and Channel Islands, looking after private clients, family offices and charities. We offer a complete wealth management service including tailored wealth planning and investment management, together with banking and lending services. We are also one of the largest managers of charity assets in the UK. As Schroders Wealth Management, we offer investment advice and portfolio management services in Switzerland, Hong Kong and Singapore. We are also one of a small number of UK-based firms able to offer advice to US persons living both in and outside the US.

Our wealth management proposition is distinctive. Schroders is one of Europe’s largest asset managers and a member of the FTSE 100. Unusually for a business of our size, we are still 48 per cent owned by the founding family. This combination of scale and stable ownership allows us to take a long-term view and focus on our clients’ needs.

Having been in the investment business for over 200 years, we understand what it means to manage wealth over the long term. We take the time to understand our clients’ circumstances and objectives and develop the right solutions for them.

EXPERTISE & EXPERIENCE

At Cazenove Capital, you will be supported by a dedicated team led by an experienced portfolio manager, enabling us to offer a very high level of client service.

Our recommendations will be clear and realistic about what is achievable and what is advisable. We understand the need for genuine flexibility to accommodate change and the unexpected and we will work with you to meet your financial goals.

We understand that you will have your own unique requirements and may choose to access only specific services from us.

We have a proven track record of delivering strong and consistent investment performance through economic cycles to meet our clients’ goals and to preserve and grow the value of their assets in real terms. We draw on the investment expertise of the wider Schroder Group in order to do so.

REVIEW & RECOMMEND

We will:

• Carry out an in-depth review of your financial position, objectives and risk tolerance

• Advise on the most tax-efficient ways to hold your assets

• Recommend an appropriate investment strategy

• Select the most suitable managers and investments within each asset class

• Review any lending arrangements

• Provide ongoing monitoring and reporting

Our investment philosophy is unburdened by strict models – we are able to pursue the most suitable opportunities for you across global investment markets.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

UNIQUE HERITAGE We have a unique heritage in the investment world. Both Cazenove Capital and Schroders have their roots in the trade finance boom that saw the City of London develop into a major commercial and financial centre at the beginning of the 19th century.

Cazenove Capital is founded on the strength and integrity that underpinned two great family companies for centuries and will continue to be fundamental to the way we look after all our clients.

It is this enduring commitment to exceptional levels of service and expertise that really sets us apart.

FOCUS

Investment management; Wealth planning (UK); Banking services

cazenovecapital.com

Address

United Kingdom

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