Cazenove Capital’s DFM service is a bespoke portfolio management service for advisers with clients with assets of £200,000+ to invest, who are looking to outsource the day-to-day asset allocation and fund selection decisions.
Cazenove Capital’s dedicated DFM team, supported by the depth of investment resource of the Schroder Group, will work with advisers and their clients to tailor and manage a portfolio to suit their risk profile and financial goals.
Cazenove Capital has four risk categories below, which serve as starting points, and which are then tailored for each individual client.
The categories are Cautious, Balanced. Growth and Aggressive.
Within each risk category Cazenove claims they have optimal asset allocations from which they can offer detailed guidance on the potential volatility of their portfolios, to assist with their selection and suitability.
The manager selection team conduct in-depth research with fund managers, testing not only that their views are consistent with their own, but that the structure of their funds appropriately reflect their stated strategies.
Portfolios are constantly reviewed and altered as appropriate to keep them aligned with developing market conditions and client objectives.
Portfolios are constructed using a wide range of asset classes including ‘alternatives’ such as absolute return funds (including hedge funds) and structured products.
Cazenove Capital does have a proven long-term track-record: strong risk-adjusted returns with the average Cazenove Capital Cautious, Balanced Asset, Steady Growth and Equity Risk portfolios consistently delivering above average performance over 3, 5 and 7 years.