Cazenove Capital

Spear’s Review

Cazenove Capital, the UK wealth management division of global investment firm Schroders, works with HNW and UHNW individuals, families, financial advisers, family offices and charities. 

Portfolio management, wealth planning, banking and lending, business and exit planning, sustainable and impact investing, and philanthropic advisory are among the services offered by the firm.

It is also well equipped to assist clients with complex financial affairs, including those with cross-border tax requirements, multiple wealth structures and affairs in several currencies, and has multigenerational families among its client base. 

Company Profile

Everything at Cazenove Capital has been designed with our clients in mind. We are one of the UK’s leading wealth managers, having supported wealthy individuals and families since our inception in 1804. 

Being largely-owned by the Schroders family gives us the culture of a family business and the stability to take a long-term view. We offer our clients one expert team to serve their needs over many years, from wealth planning to portfolio management and banking. 

With global investment expertise, we have a proven track record of success. This is thanks to our diversified and long-term approach combined with active management. By partnering with us, you are backed by the resources and expertise of both Schroders and Cazenove Capital. 

Our clients’ portfolios are aligned to their values and objectives. As such, we have been growing our sustainable investment offering since 2002 and aim to use our influence as responsible and active stewards of our clients’ capital to encourage and influence positive change.

We work with charities, family offices, UK and international individuals and their related structures, entrepreneurs, financial advisers, and clients with US tax reporting requirements. We are happy to partner with our clients’ advisers and wider network in the most effective way for their circumstances. Our regional presence in Edinburgh, Manchester, Oxford, Chester, Bristol, Birmingham, Leeds, London and the Channel Islands allows us to offer in-person support across the UK.

The scale of our investment resource, combined with the disciplines of a FTSE 100 company and the ethos of a family business, make us unique within the wealth management industry.