Cazenove Capital

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.

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

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

• Wealth management services
• Portfolio management
• Investment advisory
• Wealth planning
• Private banking

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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

Core 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.

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• Blue EarthcoreStrategic or Co-development Partner · 1 January 2026New three-year strategic partnership with Blue Earth in 2026, supporting both the Blue Earth Forum and flagship Blue Earth Summit.
• Saatchi GalleryflagshipGTM or Marketing PartnerCazenove 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 EstatecoreStrategic or Co-development PartnerCollaboration 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 ForumcoreGTM or Marketing PartnerPartnership with Blue Earth supporting the Blue Earth Forum as part of the three-year strategic partnership.
• Blue Earth SummitcoreGTM or Marketing PartnerPartnership 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

Direct 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

• Xx.com/cazenovecapital
• Facebookfacebook.com/852772678199616

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments5 records

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

Frequently asked questions about Cazenove Capital