Over recent years we have successfully reshaped our business by growing into areas where we see greater demand and where we can better serve clients.
__________
Our purpose
Our purpose is to provide excellent investment performance to clients through active management. By serving clients, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world. Funding the future is a privilege; we use it wisely and responsibly.
Leadership statements
Our business model
Delivering the whole firm
We have two business segments, Asset and Wealth Management. The breadth of capabilities within these segments gives us scale and reach to understand and serve our clients’ complex needs, with actively managed investment solutions across public and private markets.
Asset Management
Active investment management across public and private
markets through mutual funds and institutional mandates.
Wealth Management
Investment, advisory and platform
services across the wealth spectrum.
How our business works
We aim to achieve our purpose by combining investment expertise with extensive market data to actively manage clients’ investment capital.
To do this we need to attract and develop talented employees and maintain a robust, scalable operating platform. By serving clients’ needs we aim to deliver positive outcomes for all stakeholders.
Understand our clients’ needs
We develop a clear view of clients’ evolving needs by focusing our resources around key client segments. This supports our goal to build deeper, longer-lasting relationships.
In Asset Management we offer investment opportunities across public and private markets that respond to clients’ needs in different circumstances. In Wealth Management, we also direct our resources to meet clients’ needs across the wealth spectrum through differentiated brands and tailored client services.
Create innovative products and solutions
We recognise that clients have a wide variety of needs and goals. By combining client insights with market knowledge, data and our strong investment capabilities, we can design bespoke products and solutions. These are designed to fit our clients’ risk and return profiles, and any sustainability preferences. They are rigorously tested to ensure that they are fit for purpose.
Actively manage investments
Asset Management
Our experienced investment professionals specialise by asset class, taking an active approach to managing solutions designed to build our clients’ future prosperity over the long term.
Wealth Management
Relationship management teams draw on research and analysis from Cazenove Capital’s central investment strategy, and then overlay clients’ individual needs to choose the most suitable investments.
Key performance indicators (KPIs)
To ensure we are delivering against our strategy, we track progress against a number of key performance indicators.
£2,419.0 million
Net operating income
32.5p
Basic operating earnings per share
60%
Client investment performance
2.5°C
Portfolio temperature score
£750.6 billion
Assets under management
£1.0 billion
Net new business
96%
Retention of highly-rated employees
21.5p
Dividend per share
Downloads
Explore each section of the full report here.
The European Single Electronic Format (ESEF) is the electronic reporting format. Issuers whose securities are admitted to trading on EU regulated markets must prepare their annual financial reports to facilitate accessibility, analysis and comparability of annual financial reports.