Who we are

We are part of the Schroders group, one of the UK’s largest asset managers and a member of the FTSE 100. Unusually for a business of our size, we are still 48% owned by the founding family. The combination of scale, diversification and stable ownership allows us to take a long-term view and focus on our clients.

We have been in the investment business for over 200 years and understand how to protect wealth over the long-term. Our portfolio directors and managers have been in the industry for an average of 19 years.

Our proven track record of achieving our clients’ objectives is enhanced by our integrated service and provision of high quality advice. We have access to the global investment expertise of the Schroders group and the flexibility to apply individual thinking for each client. Our combined heritage, which has been created by the integration of Schroders and Cazenove Capital, is unique in the investment world.

What we do

We combine a number of key elements to achieve consistent returns within an environment of controlled risk. We draw on research and analysis from our own in-house team and the guidance of investment specialists from around the Schroder Group as well as invaluable external investment expertise. We then overlay the individual needs of each client and discuss the most suitable and appropriate investments. Working to create the right asset allocation for each client is closely linked to the understanding of the economic climate. Different asset classes will outperform at different points in the cycle and an active approach will help manage associated risk and opportunities. Reviewing asset classes in light of the business cycle leads to more insightful decisions that are dynamic and relevant. With a diversified approach to investing for clients, your experienced portfolio manager will ensure your portfolio is reviewed and altered as appropriate over time to keep it aligned with your investment objectives and risk tolerance given the changing financial environment. Changes in your own personal circumstances and tax position will be an important factor in how decisions are taken over the longer term on your behalf.

Strategies

Sterling £

Bespoke

MANDATES
  • Cautious • low

  • Balanced • medium

  • Growth • medium

  • Aggressive • high

US Dollar $

Bespoke

MANDATES
  • Cautious • low

  • Balanced • medium

  • Growth • high

  • Aggressive • high

Euro

Bespoke

MANDATES
  • Cautious • low

  • Balanced • medium

  • Growth • high

  • Aggressive • high