Aligned with this, our focus is, and will always remain, the continued prosperity and well-being of our clients.
We are an independent investment business and will not grow that business beyond a level which would adversely impact our clients’ interests. Nor will we be distracted from what we do best – delivering active fund management and private wealth management with a strong emphasis on risk management.
Our multi-manager and dedicated discretionary fund management teams have a wealth of experience of working on behalf of advisers and their clients to deliver portfolios with superior risk- adjusted performance.
Recognising that devoting sufficient time to your clients’ investments is becoming increasingly difficult and time consuming, we have launched the Cazenove Portfolio Management Service. Designed with the RDR in mind, this service provides access to tailored discretionary fund management from £250,000 and our risk profiled multi-manager funds from a minimum investment of £1,000.
It provides actively managed investment solutions for your clients, managed to individual risk profiles. It is an ideal solution for those looking to outsource day-to-day asset allocation and fund selection decisions allowing you more time to focus on clients’ Financial Planning requirements. It provides actively managed investment solutions via two routes.
Risk profiled multi-manager funds: These funds have been risk profiled 4 to 8 by Distribution Technology, one of the market leaders in Financial Planning tools. Their 20-question Dynamic Planner tool is available free to IFP members via our website www.cazenovepms. com. Using this tool can assist you in establishing your clients’ attitude to risk and you can download a report for your files.
Discretionary fund management: Our discretionary fund management team will work with you to develop and implement the most suitable portfolio for your clients. We aim to deliver superior risk-adjusted returns, maximising future returns in line with your clients’ risk profile and financial requirements. You will have access to a personal portfolio manager who will be your primary point of contact. They will work with you and your client to produce a tailored portfolio managed to their risk profile.
Why not come and meet us at our Q&A Roadshows from 21-25 May at eight UK venues?