Whitley Asset Management
Cazenove Capital is the UK wealth management division of Schroders plc, providing discretionary portfolio management, wealth planning, banking/lending, and private assets advisory to high-net-worth individuals, families, financial advisers, family offices, and charities across the UK, Channel Islands, Switzerland, and Singapore.
- Company typePublic
- Founded1804
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Whitley Asset Management does
Cazenove Capital operates as the UK wealth management division of Schroders plc, serving high-net-worth and ultra-high-net-worth individuals, families, financial advisers, family offices, charities, and niche segments such as sports/media professionals and US citizens. Its offering is built around discretionary and advisory portfolio management, integrated wealth planning, banking and lending, sustainable and impact investing, philanthropy services, private assets, business exit planning, and a Discretionary Fund Management (DFM) service distributed through professional advisers. The platform is multi-custodial and open architecture, drawing on specialist third-party investment managers globally while leveraging Schroders' institutional research, product manufacturing, and the Schroders eservices client portal for reporting and document access.
The business model is fee-based and recurring, with revenue derived from wealth management advisory fees, DFM management fees, banking and lending interest and fees, and private assets/impact investing fees. Pricing is bespoke and quote-based rather than published, consistent with HNW custom mandates. Go-to-market is enterprise/relationship-led: portfolio directors and wealth planners engage clients face-to-face, supplemented by an adviser channel (DFM for IFAs and wealth managers) and supported by thought leadership content, quarterly webinars, cultural sponsorships (Saatchi Gallery, Goodwood), and sustainability partnerships (Blue Earth). The firm operates across the UK (headquarters), Guernsey, Switzerland, and Singapore, combining the resources of a global asset manager with a private-bank service ethos underpinned by Schroders' founding-family ownership.
Note on data integrity: firmographic fields labelled 'Whitley Asset Management' (founded 2002, 11–50 employees, private) are inconsistent with the substantive content describing Cazenove Capital as a wholly-owned subsidiary of publicly listed Schroders plc with a multi-office international footprint. The substantive content has been treated as authoritative for this analysis.
Whitley Asset Management firmographics
Firmographics- Name
- Whitley Asset Management
- Legal name
- Schroders plc
- Website
- https://whitleyasset.com
- Company type
- Public
- Founded year
- 1804
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cazenove Capital is the UK wealth management division of Schroders plc, providing discretionary portfolio management, wealth planning, banking/lending, and private assets advisory to high-net-worth individuals, families, financial advisers, family offices, and charities across the UK, Channel Islands, Switzerland, and Singapore.
- Ownership category
- akta.pro rank
Whitley Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Estate Planning & Trust Structuring Advisory (FSAEAKAC)
Keywords
Where Whitley Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Whitley Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fees for comprehensive wealth management services including portfolio management, wealth planning, and investment advisory to private clients, families, and institutions
- Discretionary Fund Management (DFM): Management fees for running managed portfolios on behalf of clients and financial advisers under discretionary management mandates
- Banking and Lending Services: Interest income and fees from lending products including mortgages and credit facilities to wealth management clients
- Private Assets and Impact Investing: Fees from managing alternative investments including private assets, philanthropy services, and impact investing strategies
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Whitley Asset Management product offering
Product offeringCore offering
Whitley Asset Management is a privately owned wealth management firm delivering discretionary and advisory portfolio management, wealth planning, banking and lending, sustainable and impact investing, private assets, business exit planning, philanthropy services, and charity investment management to high-net-worth individuals, families, business owners, financial advisers, family offices, and charities. The firm operates a multi-custodial, open architecture platform providing independent, tailored advice and access to specialist investment partners, supported by a digital client portal for portfolio reporting and document management.
Product overview
Cazenove Capital offers a comprehensive wealth management platform providing integrated services for high-net-worth individuals, families, financial advisers, family offices, and charities. The core offering consists of Portfolio Management (discretionary and advisory investment management) and Wealth Planning, complemented by Banking and Lending services. The firm provides specialized investment capabilities including Sustainable Investment, Impact Investing, Private Assets, and Business Exit Planning. For the adviser market, they offer Discretionary Fund Management (DFM) services. Additional specialized services include Philanthropy advisory and Charity Investment management. All services are delivered through the Schroders platform, providing clients access to global investment capabilities while maintaining the personalized service of a traditional wealth manager.
Differentiator
Problem solved
Functional benefit
Brands
- Family Office Service: A unique set of services to help families reach their full potential.
Products and services
- Portfolio Management Discretionary and advisory investment management services tailored to individual client needs and objectives, delivered through portfolio directors.
- Wealth Planning Comprehensive financial planning services to help clients achieve their wealth goals and succession plans, including tax-efficient structuring and multi-generational planning.
- Banking and Lending Banking services and lending solutions including mortgages and credit facilities, integrated with wealth management offerings for clients.
- Sustainable Investment ESG-focused investment management incorporating environmental, social, and governance criteria into portfolio construction for clients who want responsible investing outcomes.
- Business Exit Planning Specialized planning services for business owners and entrepreneurs transitioning through sale, IPO, or succession events, including diversification of business wealth.
- Discretionary Fund Management (DFM) for Advisers Multi-manager discretionary fund management service enabling financial advisers, IFAs and wealth managers to access institutional-quality investment solutions for their underlying clients.
- Philanthropy Services Advisory services for charitable giving, foundation management, and philanthropic strategy for individuals and families.
- Private Assets Access to private equity, private credit, infrastructure, and other alternative investments typically unavailable to retail investors.
- Impact Investing Investment approach targeting measurable positive social or environmental outcomes alongside financial returns.
- Charity Investment Specialized investment management services designed for charitable organisations and endowments, including responsible investment strategy.
- Wealth Management for Americans Wealth management services tailored for US citizens, including US tax expertise, reporting compliance, and currency management, delivered through the Schroders global platform.
Companies that use Whitley Asset Management
Customer profileSegments7 records
Ideal customer profiles4 records
Whitley Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Whitley Asset Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered flagship and core.
- Saatchi GalleryflagshipCazenove Capital is proud to support The Sun and The Moon: Art Inspired by the Celestial exhibition at Saatchi Gallery (5 June - 8 September 2026), exploring how the Sun and Moon have shaped human creativity, belief and imagination across cultures and centuries.
- Blue EarthcoreNew three-year strategic partnership with Blue Earth supporting both the Blue Earth Forum and flagship Blue Earth Summit in 2026. Partnership demonstrates commitment to sustainability and environmental causes.
- Goodwood EstatecoreCollaboration with Goodwood Estate reflecting shared commitment to heritage, excellence, and long-term stewardship - values central to how Cazenove Capital works with clients.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Whitley Asset Management competitors and assessment
Company assessmentBroad incumbents
- UBS Global Wealth Management: UBS is the world's largest wealth manager with a global UHNW franchise, discretionary portfolios and private banking. Overlaps with Whitley/Cazenove on target segment but operates at materially larger scale and broader product set.
- HSBC Global Private Banking: HSBC Global Private Banking serves HNW/UHNW clients with discretionary investment, wealth planning and cross-border banking. Comparable on international footprint and UHNW focus but is a much larger incumbent with broader regional coverage.
Direct peers
- Coutts: Coutts is one of the UK's most prominent private banks serving UHNW and HNW clients, directly comparable to Whitley/Cazenove on target segment, discretionary investment management, wealth planning and multi-jurisdictional servicing.
- Rathbones Group: Rathbones is a UK-listed wealth manager serving HNW individuals, charities, trustees and advisers via discretionary investment management. Highly comparable on client segments and DFM distribution.
- Pictet Group: Pictet is a Swiss private bank and asset manager with a strong wealth management arm serving HNW/UHNW families across Europe, Asia and the Middle East. Comparable on Swiss private banking heritage, family ownership stability, and UHNW service breadth.
- Quilter Cheviot: Quilter Cheviot is a UK private investment manager focused on HNW discretionary portfolios and adviser DFM, closely aligned with Whitley/Cazenove's investment management and DFM-for-advisers offerings.
- Julius Baer: Julius Baer is a Swiss private banking group serving UHNW individuals globally with discretionary investment, wealth planning and alternatives. Comparable to Whitley/Cazenove on UHNW focus, cross-border footprint and private assets emphasis.
- Brown Shipley: Brown Shipley is a UK private bank providing investment management, wealth planning and banking services to HNW individuals, families and entrepreneurs. Direct overlap with Whitley/Cazenove on client profile and service mix.
- Evelyn Partners: Evelyn Partners is a UK wealth management and professional services firm serving HNW individuals, families, trustees and charities. Overlap with Whitley/Cazenove on investment management, wealth planning and charity investment is direct.
- LGT Wealth Management: LGT is a global private banking and wealth group with significant UK HNW operations, offering discretionary investment, wealth planning and DFM services to individuals, families and advisers - a comparable open-architecture-style platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Whitley Asset Management social profiles
Digital presenceWhitley Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Whitley Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Whitley Asset Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Whitley Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Whitley Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Whitley Asset Management
What does Whitley Asset Management do?
Whitley Asset Management is a privately owned wealth management firm delivering discretionary and advisory portfolio management, wealth planning, banking and lending, sustainable and impact investing, private assets, business exit planning, philanthropy services, and charity investment management to high-net-worth individuals, families, business owners, financial advisers, family offices, and charities. The firm operates a multi-custodial, open architecture platform providing independent, tailored advice and access to specialist investment partners, supported by a digital client portal for portfolio reporting and document management.
Is Whitley Asset Management a public or private company?
Whitley Asset Management is a public company. It is classified as unknown and is currently operating.
When was Whitley Asset Management founded?
Whitley Asset Management was founded in 1804. It employs 11 to 50 people.
Where is Whitley Asset Management based?
Whitley Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does Whitley Asset Management make money?
Four revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are discretionary Fund Management (DFM), banking and Lending Services and private Assets and Impact Investing.
Who are Whitley Asset Management's main competitors?
Broad incumbents on record are UBS Global Wealth Management and HSBC Global Private Banking. Direct peers are Coutts, Rathbones Group, Pictet Group, Quilter Cheviot, Julius Baer, Brown Shipley, Evelyn Partners and LGT Wealth Management.
Does Whitley Asset Management have an API?
No public API is recorded for Whitley Asset Management.
What industry is Whitley Asset Management in?
Whitley Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.