Services Provided
- Discretionary
- Advisory
- Execution
Investment
- Wealth Manager, Investment Manager
- Founded 1823
Pooled Accounts
- Minimum Account £10K
- Assets Under Management £2.1K
- Number Of Clients 700
Segregated Accounts
- Minimum Account £1M
- Assets Under Management £8.8K
- Number Of Clients 1000
About Cazenove Capital
Cazenove Capital is the largest charity investment manager in the UK, we are able to provide insights into the challenges facing a wide range of charities, endowments and foundations, having been entrusted with £10.9 billion of assets under management for circa 1,700 charities as at 30th June 2023.
We offer strategic advice on investment policy and bespoke investment management services under discretionary, advisory and execution only mandates, underpinned by high-quality administrative support alongside wider services, such as trustee training, best practice research, peer networking, collaboration and knowledge sharing opportunities.
Latest Articles
Market Update- August 2023
02.08.2023Upcoming Events
Charity Multi-Asset Fund Update
15.05.2024 12:00 - 13:00
Trustee Training Part 1
20.06.2024 09:30 - 15:00
Trustee Training Part 2
12.09.2024 09:30 - 15:00Our Philosophy
Our investment philosophyWe have three key investment beliefs:
1 The long term power of compounding – we believe that long-term investors are rewarded for holding real assets
2 Diversification to help the journey – we seek to reduce volatility thereby smoothing the returns from a long-term investment portfolio
3 Active decisions – we believe that financial markets are inefficient and that an active manager, using the appropriate resources in a coherent, consistent and disciplined approach, can exploit opportunities; adding value at each of the three stages in our investment process
Our investment process
The three-stage investment process:
1 Strategic weightings – the long term
2 Asset allocation – the short term
3 Investment selection – the building blocks