Cazenove is one of the oldest and most respected names in the financial community, tracing its origins back to 1823. Today, Cazenove Capital is an independent asset management business, a corporate structure that suits the roles they fulfil for clients. For our institutional clients Cazenove are a specialist asset manager while Cazenove private and charity clients value ability to act as impartial trusted advisers. The business is divided into three principal areas.
Cazenove Capital offers a distinctive service to high net worth individuals with a financial planning team which is fully integrated with portfolio managers. Cazenove focus on providing clients with optimal after-tax returns and can recommend suitable structures through which to hold their investments. In addition, Cazenove financial planners can advise on a full range of innovative planning ideas, including estate planning and pensions, usually working alongside the clients’ existing accountants and lawyers.
Cazenove develop investment strategies which are suited to individual clients’ risk profiles and investment objectives. Cazenove philosophy is to act as clients’ trusted adviser and we ensure that they have access to the world’s most talented managers. Cazenove investment process therefore combines in-house expertise in key areas of specialisation with a rigorous selection of the most suitable third-party managers in other areas.
Cazenove Capital manages £5.3bn on behalf of a wide range of private clients including entrepreneurs, corporate directors, professionals and other wealthy individuals as well as their Trusts, Charitable Foundations and Personal Pensions. The average size of family relationship is well in excess of £1m.
These details could be out of date and Cazenove services may change. Information about Cazenove should be verified at the Cazenove website.
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The speciality pensions advisor offers shares and fund trading via ISA and SIPP - provides regular share tips and fund recommendation plus free guides to economic outlook, pension and investment planning.
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