Cazenove launches model portfolio service for advisers

Six-strong offering with £50,000 minimum investment

Nicola Brittain
clock • 1 min read

Cazenove Capital has made available to the adviser market six model portfolios with a £50,000 minimum investment threshold.

The portfolios, which will be run by Cazenove's discretionary fund management (DFM) team, have risk ratings from Distribution Technology that range between 'three' and 'seven'. Advisers will initially be able to access the portfolios through the Standard Life Wrap Platform. Cazenove will consider making them avilable on other platforms if there is enough demand from advisers. The six actively managed portfolios carry an annual management charge of 0.3% and require a minimum investment of £50,000  By comparison, Cazenove's bespoke DFM solution requires a minimum investment of £200,000....

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

PA360: It is 'impossible' to pick out the best asset class every year

PA360: It is 'impossible' to pick out the best asset class every year

‘The outsourced route is one that a lot of advisers are now taking’

Hope Coumbe
clock 26 April 2024 • 2 min read
PA360: Framing of information to investors 'extremely pervasive'

PA360: Framing of information to investors 'extremely pervasive'

Consumer Duty states consumer biases must not be exploited

Jenna Brown
clock 25 April 2024 • 1 min read
Schroders chief executive Peter Harrison to retire in 2025

Schroders chief executive Peter Harrison to retire in 2025

Harrison began his career at Schroders as a graduate in 1988

Cristian Angeloni
clock 24 April 2024 • 2 min read