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Cazenove Capital launches model portfolio service


Cazenove Capital’s DFM team is extending its offering to the IFA market by launching six new model portfolios.

These will be risk rated by Distribution Technology and actively managed following Cazenove Capital’s multi-asset investment approach.
Each model portfolio will have a minimum investment of GBP50,000, allowing advisers to access Cazenove Capital’s investment expertise with a lower cost platform-based solution which may be suitable for a much larger proportion of their client base.
The models, which launch today, will initially be available on Standard Life’s Wrap Platform and have been rated by Distribution Technology as follows:
Cazenove Capital MPS Cautious Model – Distribution Technology risk rating 3
Cazenove Capital MPS Balanced Model – Distribution Technology risk rating 4
Cazenove Capital MPS Growth Model – Distribution Technology risk rating 5
Cazenove Capital MPS Aggressive Model – Distribution Technology risk rating 6
Cazenove Capital MPS Equity Risk Model – Distribution Technology risk rating 7
Cazenove Capital MPS Balanced Income Model – Distribution Technology risk rating 4
Nick Georgiadis, head of DFM, says: “We value our long-standing relationship with IFAs and are delighted to be launching a model portfolio service allowing more of their clients access to our investment capabilities.
“This is a natural development of Cazenove Capital’s relationship with the IFA community and strengthens our offering to the IFA market.”

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