Whitley Asset Management

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.

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

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

• Wealth management services
• Portfolio management
• Discretionary fund management
• Private banking
• Wealth planning

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Fees for comprehensive wealth management services including portfolio management, wealth planning, and investment advisory to private clients, families, and institutions
2. Discretionary Fund Management (DFM): Management fees for running managed portfolios on behalf of clients and financial advisers under discretionary management mandates
3. Banking and Lending Services: Interest income and fees from lending products including mortgages and credit facilities to wealth management clients
4. 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

Core 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.

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered flagship and core.

• Saatchi GalleryflagshipGTM or Marketing Partner · 5 June 2026Cazenove 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 EarthcoreStrategic or Co-development Partner · 1 January 2026New 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 EstatecoreGTM or Marketing PartnerCollaboration 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

Broad 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

• LinkedInlinkedin.com/company/whitley-asset-management-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Whitley Asset Management