Cazenove Capital is committed to becoming a leading global digital asset management platform, helping investors achieve wealth growth through innovative fintech solutions.

Our goal is to utilize big data analytics, artificial intelligence (AI), and blockchain technology to provide a more efficient, transparent, and secure investment experience for global investors.

In a rapidly changing market environment, we believe that scientific investment strategies and advanced technical means can address various challenges and achieve long-term wealth growth. Our vision is to push the boundaries of fintech through continuous innovation and optimization, creating more value and opportunities for investors.

Private individuals

Your wealth will play a pivotal part in your future. By guiding your investments and helping you plan, we can ensure you and your family achieve your ambitions.

Professional advisers, lawyers and accountants

If you are representing clients in need of wealth management services, we can help. We are also highly experienced in helping professional advisers with their own planning and investing.

Business owners and entrepreneurs

Two in five of our clients have built their wealth through their business interests. If you are managing, growing or thinking of selling your business, we have the skills and experience to help you.

Sports, media and entertainment professionals

We are here to help you realise your life’s ambitions, whether that is in sport, media, entertainment, buying property, providing for your family, luxury purchases or supporting charitable causes you care about.

Financial advisers

We can partner with you to provide investment management for your clients, leaving you to focus on your clients’ other needs.

Charities

As a leading UK charity investment manager, our specialist team provides a range of services to help charities meet their goals and an education programme for trustees.

Family offices

Many of our clients are large, often multi-generational families. We work flexibly with family offices, advisers and individual family members to manage their investments and help them meet their wider goals including purpose-led investment and philanthropy.

US citizens living in the UK

We serve Americans in the US, the UK and around the world, however complex their needs are.

Company Overview

In today’s rapidly changing global economic environment, the world is experiencing an unprecedented technological revolution. This transformation is driven by a series of disruptive trends, including the rise of AI, the development of the low-carbon economy, and the restructuring of global supply chains. These trends are not only changing market and economic structures but also bringing significant opportunities and challenges to investors.

Portfolio management

We take the time to get to know your circumstances, priorities and ambitions. We use our long-standing experience and expertise to choose the investment strategy best able to deliver continued prosperity, responsibly and securely.

Wealth planning

Our focus is on growing your wealth and preserving it for future generations.

Banking and lending

As a bank regulated by the UK Prudential Regulation Authority, our highly experienced treasury and banking team is able to offer our clients a range of quality banking services to complement our planning and portfolio management services.

Sustainable investment

Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.

Business exit planning

If you’ve built and managed a successful business, you’ll know the importance of planning.

Discretionary Fund Management (DFM)

We work in partnership with financial advisers to develop and implement tailored portfolios for their clients. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.

Philanthropy

We can help you ensure your success and wealth will make a difference to those causes you are passionate about.

Charity investment

We are proud to look after £12.9 billion for the charity sector. Our services are designed to offer comprehensive and customised support to the full sector.

Team

The success of Cazenove Capital relies on an experienced and passionate team. Our team members have professional backgrounds in fintech, investment management, technology development, and operations management, ensuring the platform’s innovation and development in the global market.

Technical Team

The “Cazenove” serves as the core support institution for our platform, bringing together top investment researchers and data scientists. This think tank not only provides data support for the platform’s investment strategies but also drives the continuous improvement of the “Quantitative AI intelligent trading” system. Through cutting-edge market research and technological innovation, the “Cazenove” continuously enhances the platform’s investment decision-making capabilities and risk management levels.

Investment Management Team

The investment management team focuses on formulating and executing the platform’s investment strategies. Team members have rich experience in financial markets, specializing in asset allocation and risk management. They use the “Quantitative AI intelligent trading” system for market analysis and investment decisions, striving to provide users with efficient and stable investment returns.

Operations Management Team

The operations management team is responsible for the company’s daily operations and strategic implementation. They optimize business processes, improve customer service quality, and promote business expansion. This team is committed to ensuring the company’s operational efficiency and business growth.