Cazenove Capital
Cazenove Capital is the UK high-net-worth wealth management division of Schroders, serving individuals, families, advisers, family offices, and charities through discretionary portfolio management, wealth planning, and an open-architecture platform across 8 UK offices.
- Company typePrivate
- Founded1804
- HeadquartersLondon, United Kingdom
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
What Cazenove Capital does
Cazenove Capital is the UK high-net-worth wealth management division of Schroders plc, serving individuals, families, financial advisers, family offices, and charities. The firm offers discretionary portfolio management as its core service, supplemented by wealth planning, banking and lending, and specialized advisory for segments such as US persons, sports and entertainment professionals, and philanthropically minded clients. The legal operating entity is Schroder & Co. Limited, FCA-authorized under reference 144206.
The underlying platform is an open-architecture, multi-custodial model that can hold assets with external custodians, integrated with a digital service layer (eServices portal, mobile app, paperless reporting). Distribution is anchored by 8 UK offices — London, Birmingham, Bristol, Chester, Edinburgh, Leeds, Manchester, and Oxford — and extended internationally through Schroders' presence in the Channel Islands, Switzerland, and Singapore.
Revenue is generated on a fee-based, recurring model tied to assets under management, with bespoke (non-publicly-disclosed) pricing reflective of the HNW/UHNW client profile. The business is part of Schroders plc, whose founding family remains the largest shareholder, providing multi-century continuity (Schroders founded 1804; Cazenove & Co. origins 1823). No standalone revenue, AUM, or headcount figure is publicly disclosed for the division.
Cazenove Capital firmographics
Firmographics- Name
- Cazenove Capital
- Legal name
- Schroder & Co. Limited
- Website
- https://cazenovecapital.com
- Company type
- Private
- Founded year
- 1804
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Cazenove Capital is the UK high-net-worth wealth management division of Schroders, serving individuals, families, advisers, family offices, and charities through discretionary portfolio management, wealth planning, and an open-architecture platform across 8 UK offices.
- Ownership category
- akta.pro rank
Cazenove Capital industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Affluent / Mass-Affluent Private Banking (FSABADAC)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Philanthropy & Impact Advisory (FSABADAJ), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)
Keywords
Where Cazenove Capital is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices8 records
Markets served
Cazenove Capital business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Services: Comprehensive wealth management services including portfolio management, wealth planning, global wealth advisory, banking and lending, sustainable investment, business exit planning, philanthropy, private assets, and impact investing for high-net-worth clients.
- Discretionary Fund Management (DFM) for Advisers: DFM service offered to financial advisers who can refer clients or use the service for their own client portfolios.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Cazenove Capital product offering
Product offeringCore offering
Cazenove Capital is a high-net-worth wealth management division of Schroders that provides discretionary portfolio management, wealth planning, global wealth advisory, banking and lending, philanthropy, business exit planning, charity investment management, and discretionary fund management for financial advisers. Services are delivered through a UK-wide office network of eight cities, supported by an eServices online portal and a mobile client application. The firm serves individuals, families, professional advisers, family offices, charities, and business owners.
Product overview
Cazenove Capital is a high-net-worth wealth management division of Schroders offering an integrated platform of investment management and wealth planning services. The core offering centers on discretionary portfolio management, complemented by wealth planning, global wealth advisory, and banking/lending services. Additional specialized offerings include sustainable investment, private assets, business exit planning, philanthropy services, and impact investing. The firm also provides a digital services ecosystem comprising the eServices online portal, mobile client application, and Fund Centre for fund pricing. Educational services include quarterly market update webinars and a young investor webinar series for clients' families.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management Discretionary investment management services where professional portfolio managers make investment decisions on behalf of clients based on their objectives and risk tolerance.
- Wealth Planning Comprehensive wealth planning services to help clients preserve and grow their wealth across generations.
- Global Wealth Advisory Advisory services providing tailored client advice across a multi-custodial and open architecture platform.
- Banking and Lending Banking services including cash management and lending solutions integrated with wealth management.
- Business Exit Planning Specialized planning services for business owners preparing to sell or transfer their businesses.
- Discretionary Fund Management (DFM) for Advisers DFM services designed for financial advisers to outsource portfolio management for their clients.
- Philanthropy Services Advisory services helping clients structure charitable giving and philanthropic activities.
- Charity Investment Services Specialist investment management services tailored for charitable organizations.
- eServices Online Portal Client-facing online reporting system enabling portfolio viewing, performance reports, market insights, document archive access, and on-demand report generation.
- Cazenove Capital Client App Mobile application available on iOS and Android providing portfolio access and management tools for existing eServices users.
- Fund Centre Online portal providing access to bespoke managed fund pricing and information.
Companies that use Cazenove Capital
Customer profileSegments8 records
Ideal customer profiles5 records
Cazenove Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Cazenove Capital partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and flagship.
- Blue EarthcoreNew three-year strategic partnership with Blue Earth in 2026, supporting both the Blue Earth Forum and flagship Blue Earth Summit.
- Saatchi GalleryflagshipCazenove Capital is proud supporter of The Sun and The Moon: Art Inspired by the Celestial, a major summer 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.
- Goodwood EstatecoreCollaboration with Goodwood Estate reflecting a shared commitment to heritage, excellence, and long-term stewardship - values central to how Cazenove Capital works with clients.
- Blue Earth ForumcorePartnership with Blue Earth supporting the Blue Earth Forum as part of the three-year strategic partnership.
- Blue Earth SummitcorePartnership with Blue Earth supporting the flagship Blue Earth Summit as part of the three-year strategic partnership.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Cazenove Capital competitors and assessment
Company assessmentDirect peers
- St. James's Place: UK's largest listed wealth manager serving HNW and mass-affluent clients with discretionary portfolio management, financial planning and a large adviser network. Directly comparable to Cazenove Capital in target client, fee-based model and UK-centric distribution.
- Coutts & Co. Iconic UK private bank (NatWest subsidiary) serving HNW/UHNW clients with discretionary investment management, wealth structuring and banking/lending. Competes head-to-head with Cazenove Capital for the same affluent and HNW UK client base, including UHNW recognition via Spear's rankings.
- Waverton Investment Management: UK discretionary wealth manager offering bespoke portfolio management, financial planning and charity investment services to HNW individuals, families and institutions. Comparable in scale, client mix (including charities) and bespoke/private-banking-style service.
- Killik & Co. UK private investment manager providing discretionary portfolio management, advice and tax planning to HNW individuals and families via a London-based office and financial adviser network. Similar boutique scale, target segment and relationship-led model.
- Rathbones Group: UK-listed wealth and investment manager offering discretionary fund management, financial planning and ethical/sustainable investment to HNW individuals, charities and intermediaries. Closely mirrors Cazenove Capital's segment mix (HNW + charities + advisers) and DFM-centric proposition.
- Brooks Macdonald: UK wealth manager providing bespoke investment management, financial planning and lending to HNW individuals, families, intermediaries and charities. Overlapping client segments, regional UK office model and DFM-led proposition make it a near-direct competitor.
- Quilter Cheviot: UK discretionary wealth manager (Quilter plc subsidiary) offering bespoke portfolio management, financial planning and advice to HNW clients, families and charities. Comparable service mix, target market and adviser-led distribution to Cazenove Capital.
- Brown Shipley: UK private bank and wealth manager (Evelyn Partners subsidiary) offering bespoke investment management, financial planning and banking services to HNW individuals, families and intermediaries. Direct overlap with Cazenove Capital's discretionary and banking proposition.
Broad incumbents
- Barclays Private Bank (UK): Private banking division of Barclays offering investment management, wealth planning and lending to affluent and HNW UK clients. Overlaps with Cazenove's affluent/mass-affluent private banking offering but as part of a much broader full-service bank.
- HSBC Private Bank (UK): Global private banking arm of HSBC serving HNW and UHNW clients with discretionary portfolio management, wealth planning and global investment solutions. Competes with Cazenove Capital for HNW UK and international clients but at much larger scale and broader product range.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Cazenove Capital social profiles
Digital presenceCazenove Capital compliance and trust
Trust signalCompliance7 records
Cazenove Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cazenove Capital leadership team
Management profileNumber of profiles
Profiles3 records
Cazenove Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cazenove Capital M&A and investment
M&A and investmentM&A1 record
Investments5 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cazenove Capital
What does Cazenove Capital do?
Cazenove Capital is a high-net-worth wealth management division of Schroders that provides discretionary portfolio management, wealth planning, global wealth advisory, banking and lending, philanthropy, business exit planning, charity investment management, and discretionary fund management for financial advisers. Services are delivered through a UK-wide office network of eight cities, supported by an eServices online portal and a mobile client application. The firm serves individuals, families, professional advisers, family offices, charities, and business owners.
Is Cazenove Capital a public or private company?
Cazenove Capital is a private company. It is classified as corporate owned and is currently operating.
When was Cazenove Capital founded?
Cazenove Capital was founded in 1804. It employs 251 to 500 people.
Where is Cazenove Capital based?
Cazenove Capital is headquartered in London, United Kingdom, in the Europe region.
How does Cazenove Capital make money?
Two revenue lines are on record. Wealth Management Services are the primary driver. The others are discretionary Fund Management (DFM) for Advisers.
Who are Cazenove Capital's main competitors?
Direct peers on record are St. James's Place, Coutts & Co., Waverton Investment Management, Killik & Co., Rathbones Group, Brooks Macdonald, Quilter Cheviot and Brown Shipley. Broad incumbents are Barclays Private Bank (UK) and HSBC Private Bank (UK).
Does Cazenove Capital have an API?
No public API is recorded for Cazenove Capital.
What industry is Cazenove Capital in?
Cazenove Capital's product category is Wealth Management. Its primary akta.pro industry code is FSABADAC, Affluent / Mass-Affluent Private Banking, with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.