Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Cazenove Capital

  • Min. account size

    £1,000,000
  • Company type

    Wealth Managers
  • Ownership

    Listed group
  • Size of wealth manager

    Global
  • Size

    Global
  • Founded

    1804

Key person:

Peter Hall

Global Head of Wealth Management

Cazenove Capital Factfile

Cazenove Capital offers a complete wealth management service, delivering tailored portfolio management, wealth planning, banking and lending services to private individuals, family offices, trusts and charities. As the wealth management business of Schroders, our significant family ownership and financial strength enables us to genuinely take a long–term view and focus on the needs of our clients. Each of our clients has unique financial requirements and objectives, but all have a common goal – to preserve and grow the value of their wealth. We believe that environmental, social and governance considerations are fundamental. We therefore incorporate sustainability factors into all our investment processes, while our dedicated sustainable portfolios allow clients to go further in aligning their investments with their values. We explore each client's needs in detail and advise them on the most suitable financial solutions for their particular circumstances. Our client communication and reporting is effective, clear, flexible and comprehensive.We also have efficient custody, administration and online reporting platforms which enable clients to centralise their financial affairs with us with confidence. Our headquarters are in London. We have regional offices in the UK, including Oxford, Manchester and Edinburgh. We have international offices in Guernsey, Jersey, Geneva, Zurich and Singapore. Cazenove Capital is a trading name of Schroder & Co. Limited.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Fixed
Portfolio lending
Mortgages (residential)
Typical minimum mortgage N/A
Other finance
Philanthropy
Ethical investing

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