ABOUT CAZENOVE CAPITAL

Transcription

1 Wealth Management

2 ABOUT CAZENOVE CAPITAL At Cazenove Capital we place individual thinking at the heart of everything we do. As a leading provider of wealth management services to private clients, family trusts, institutions, charities and pension plans, our specialist teams ensure that clients have access to impartial wealth management and advice, drawn from the global expertise of the Schroder Group. You will have access to experts who will take the time to understand your financial position, needs and goals. Our recommendations will be clear and realistic about what is achievable and what is advisable. We develop strategies and establish the structures needed for the future management of your wealth. Our attitude to managing clients wealth is measured and intelligent, with a consistent focus on delivering strong risk-adjusted returns. 1

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4 WHY CAZENOVE CAPITAL Our primary objective is to build long-term relationships with our clients. This approach allows us to offer a tailored service and to structure portfolios according to your individual requirements. Proven investment expertise Each of our clients has specific financial needs and preferences, but all have a common objective to preserve their wealth for the long-term. We believe that no firm can expect to excel in every investment area; therefore we access the best fund and investment products from around the world. We have a layered investment approach drawing on the depth and breadth of global expertise from within the Schroder Group and some of the world s leading investment specialists. Personal service Building a trusted relationship with you is as important to us as the successful management of your wealth. Not only will we take the time to understand your financial requirements, as well as your investment objectives, we will also take the time to understand you. At Cazenove Capital, you will be supported by a dedicated team led by an experienced wealth manager. We understand the need for genuine flexibility to accommodate change and the unexpected, and will work with you to meet your requirements. Multi-jurisdictions We have experience in dealing with clients living in multiple jurisdictions and investing in structures which are also domiciled in a number of different countries. We offer a highly professional and bespoke service which ensures your investment strategy is effectively deployed. Responsible investment management As a responsible wealth manager, we take corporate governance and sustainability seriously and integrate social, environmental and ethical research into our mainstream investment process. 3

5 OUR CORE SERVICES For investors with substantial assets, the range of options can be overwhelming. We understand that and we appreciate the importance of selecting the right solutions that not only grow your wealth and unlock new opportunities, but also preserve what you have for the long-term. Discretionary portfolio management Portfolio management is generally provided on a discretionary basis. Once a suitable approach has been agreed, most of our clients hand over the day-to-day responsibility for managing their portfolio to their wealth manager who will take investment decisions on their behalf. Clients are then kept informed of changes according to the detail and frequency they prefer. Adopting a flexible approach towards asset allocation means we are not constrained by benchmarks. Our objective is to construct portfolios of different risk levels with a medium to long-term investment horizon and an emphasis on superior risk-adjusted returns. Advisory services Experienced, well-informed investors make their own investment decisions but are wise enough never to work without the help of a reliable partner. Thus you have the guidance of experienced professionals who provide you with all the support you need for your decision making; because achieving the most rewarding results requires expertise, market know-how, information and personal communication. Banking and treasury services We also provide banking services, including deposit taking and lending at competitive rates. Our experienced team can advise clients on finance and lending facilities to support the overall management of their financial affairs. Our goals are completely aligned with those of our clients the creation of long-term value. Go Swan Khing, Chief Executive Officer, Asia 4

6 Our core services at a glance Independent advice Review and advice on your investment portfolio Investment ideas and recommendations from experts Direct contact with your personal investment advisor Benefit from short-term market opportunities Sharing of skills and know-how Global network, global research, local presence Flexibility through tailor-made solutions 5

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8 OUR INVESTMENT APPROACH A STRONG HERITAGE Our investment philosophy is based on fundamental analysis and predicated on a medium to long-term view. Active risk management remains our anchor, and this is supported by intensive in-house research, an actively managed asset allocation approach and a structured investment process. Above all, we view the preservation of capital as paramount in our decision making and asset allocation process. Our focus is on managing risk according to volatility targets. We regard cash as an allocation tool in risk management. Adopting a flexible approach towards asset allocation means we are not constrained by benchmarks in managing portfolios. Our on-the-ground home advantage in Singapore is complemented by access to the global expertise of the Schroder Group. Our combined heritage, which has been created by the integration of Schroders and Cazenove Capital, is unique in the investment world. Both companies have their history in trade finance that saw the City of London develop into a major commercial and financial centre at the beginning of the 19th Century. Cazenove Capital is founded on the strength and integrity that underpinned two great family companies for centuries and will continue to be fundamental to the way we look after all our clients. It is our enduring commitment to exceptional levels of client service and investment expertise that really sets us apart. 7

9 If you would like to find out more, please get in touch 11 Beach Road, #06-01 Singapore T [email protected] is a trading name of Schroder & Co. (Asia) Limited. United Kingdom 12 Moorgate London EC2R 6DA T +44 (0) Bank House White Friars Chester CH1 1PW T +44 (0) nd Floor 3 Brindleyplace Birmingham B1 2JB T +44 (0) Edinburgh Quay 133 Fountainbridge Edinburgh EH3 9QG T +44 (0) Worcester Street Oxford OX1 2BX T +44 (0) Channel Islands Regency Court Glategny Esplanade St Peter Port Guernsey GY1 3UF T +44 (0) Esplanade St Helier Jersey JE2 3QB T +44 (0) PO Box College Lane Gibraltar T +35 (0) Cayman Islands Schroder Cayman Bank and Trust Company Limited PO Box 1040 GT 2nd Floor, Harbour Centre Grand Cayman Cayman Islands T +1 (0) Germany Schroder & Co. Limited Frankfurt Branch Taunustor 2 D Frankfurt T +49 (0) Hong Kong Level 33 Two Pacific Place 88 Queensway Hong Kong T +(852) Italy Schroders (Italy) SIM S.p.A. Via Della Spiga Milan Italy T +39 (0) Spain Schroder & Co Bank AG Calle Pinar, 7 4 th floor Madrid Spain T +34 (0) Switzerland Schroder & Co. Bank AG Central 2, Postfach 1820 CH-8021 Zurich Switzerland T +41 (0)

10 is a trading name of Schroder & Co. (Asia) Limited, regulated by the Monetary Authority of Singapore. This document is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument and it does not have regards to the specific investment objectives, financial situation, and particular needs of any person. No part of this document may be reproduced in any manner without the prior written permission of Schroder & Co. (Asia) Limited. E14064.

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