Practical guides for advisers

 Adviser guides on sustainable investing and wealth transfer to support your client conversations.
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We explore specific opportunities – and threats – for financial advisers.

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We keep a close eye on trends and dive deep into the issues that are likely to stay on the agenda.

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The reports draw on a wealth of data and analysis from both our own and external experts, so you get a full view of the landscape.

The ins and outs of sustainable investment

Research suggests most clients want to invest in a way that builds a better world- but they don’t know where to start without your steer. Our guides are designed to help you support them to meet their goals.

  • Guide to Net Zero: We all have an active role to play both as individuals and as investors reaching Net Zero but what does it mean for you, as a financial adviser, and for your clients?
  • A-Z of sustainability terms: Sustainability, once a fringe consideration, has become core for many investors. We’ve put together an A-Z of key terms for you and your clients to dip into.
  • The Lang Cat guide: Crossing the ESG event horizon: Sponsored by Schroders, the Lang Cat’s guide explores five big themes facing advisers across environmental, social, and governance issues.

The next generation of wealth management

Over the next decade, £1 trillion of wealth will flow to new owners: widows, children, and grandchildren. Here’s how you can manage this wealth transfer for your clients and your business.

Guiding you through the investment landscape

As your trusted partner, we delve into the opportunities and issues your business is facing and support you with your client conversations. 

Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.

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Please note past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This marketing material is for professional clients only. This site is not suitable for retail clients.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Cazenove Capital is a trading name of Schroders (C.I.) Ltd which is licensed under the Banking Supervision (Bailiwick of Guernsey) Law 2020 and the Protection of Investors (Bailiwick of Guernsey) Law 2020, as amended in the conduct of banking and investment business. Registered address at Regency Court, Glategny Esplanade, St. Peter Port, Guernsey GY1 3UF (No.24546). Schroders (C.I.) Limited, Jersey Branch is regulated by the Jersey Financial Services Commission in the conduct of investment business. Registered address at 40 Esplanade, St. Helier, Jersey JE2 3QB, (No.31076).