Cazenove Capital

Cazenove Capital is the high-net-worth wealth management division of Schroders, the global investment firm, operating exclusively in the UK. Its parent company's founding family remains the largest shareholder, which the firm cites as a source of institutional stability and a long-term orientation that shapes how client portfolios are built and managed. For family offices evaluating a discretionary wealth manager backed by a major asset manager's research and investment infrastructure, this ownership structure is a material consideration.

The service covers the full spectrum of wealth management needs for families, entrepreneurs, charities, and family offices. Wealth planning sits at the centre of the offering, supported by dedicated planners who work alongside clients' existing professional advisers:

• Retirement and succession planning, including inheritance tax structures and trusts
• Tax-efficient vehicles including SIPPs, EIS, VCTs, and offshore investment bonds
• Estate planning tools covering investment companies, life assurance, and business relief
• Cashflow forecasting for clients managing concentrated or time-limited income streams
• Sustainable investment portfolios built around Schroders' Global Sustainable Equity strategy

Clients also gain access to a private banking partnership with Lloyds for retail banking requirements, and introductions to accountants, lawyers, and other specialists where needed. The integrated model is designed to function as a coordinated advisory team across investment management, banking, and planning.

Pricing is not publicly disclosed. The offering is UK-focused, which limits relevance for family offices with significant cross-border complexity or non-UK domicile requirements. Families seeking a standalone multi-asset technology platform or outsourced CIO function will find this is a relationship-led discretionary service, not a software product.

• Discretionary investment management for high-net-worth individuals, families, and family offices
• Wealth planning including retirement, succession, and inheritance tax structuring
• Tax-efficient investment planning using SIPPs, EIS, VCTs, and offshore bonds
• Estate planning involving trusts, investment companies, and business relief
• Cashflow forecasting for clients with concentrated or time-limited income
• Sustainable and ESG-oriented portfolio construction

• Discretionary portfolio management
• Cashflow forecasting and modelling
• Retirement planning
• Inheritance tax and succession planning
• Trust and investment company structuring
• Tax-efficient investment vehicles (SIPP, EIS, VCT, offshore bonds)
• Sustainable investment portfolios via Schroders Global Sustainable Equity strategy
• Private banking access via Lloyds partnership
• Professional adviser network introductions (accountants, lawyers)
• Bespoke managed funds with published prices

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated relationship-based service with direct client contact; professional adviser collaboration encouraged