Wealth management provider
Cazenove Capital / Schroders Wealth Management
Listed for comparison
Cazenove Capital / Schroders Wealth Management describes wealth-management offices in the UK, Europe and Asia, and services for non-UK residents, non-domiciled clients, international families and US-connected clients. Reviewed public material refers to global wealth advisory, financial planning, investment management, wealth and estate planning, banking and lending, and cross-border investment management. A US-connected discretionary service example is stated as starting at £1 million or the US dollar equivalent. Other propositions are described as varying.
At a glance
- Provider
- Cazenove Capital / Schroders Wealth Management
- Service type
- Wealth management
- Primary audience
- HNW and UHNW individuals, families, entrepreneurs and international families
- International capability
- Multi-jurisdiction wealth management
- Known minimum / segment
- £1m+ for a stated US-connected discretionary example
- Key services
- Global wealth advisory, Financial planning, Investment management, Wealth and estate planning, Banking and lending, Cross-border investment management
- Relevant regions
- UK, Europe and Asia
- WiT Access reviewed
- 6 October 2026
Who it may suit
This provider may be relevant to HNW and UHNW individuals, families, entrepreneurs and international families.
International capability
UK, Europe and Asia wealth-management offices; services non-UK residents, non-domiciled clients, international families and US-connected clients.
Availability depends on the regulated entity serving your country of residence.
Wealth-management services
These are services named in the public material reviewed. A named service does not mean it is available in every country.
- Global wealth advisory
- Financial planning
- Investment management
- Wealth and estate planning
- Banking and lending
- Cross-border investment management
Minimum / client segment
Publicly stated client segment / minimum
A US-connected discretionary service example starts at £1m, or the US dollar equivalent. Other propositions vary. Confirm which proposition applies, and the current minimum, with the provider.
Cross-border considerations
UK, Europe and Asia wealth-management offices; services non-UK residents, non-domiciled clients, international families and US-connected clients. Service availability still varies by the entity that would contract with you.
Regulatory entity and service availability depend on your country of residence.
Fees
Ask the provider for a full schedule covering planning, investment management, custody, platform and underlying product costs.
Questions to ask this provider
- Can you advise clients resident in my country?
- Which legal entity would provide the service?
- Do you provide ongoing financial planning, investment management, or both?
- What is the minimum investable asset level for the service I would use?
- How are planning, investment management, custody, platform and underlying product costs charged?
- Can you continue advising me if I move country?
- Do you work with my existing accountant or lawyer?
- How is investment custody arranged?
- What happens to the relationship if my tax residence changes?
- Can family members in different countries be included?
- What reporting is available, and in which currency?
- How frequently will the plan be reviewed?
Regulatory and availability note
Regulatory entity and service availability depend on your country of residence. WiT Access lists this provider for comparison. Listing is not an approval, an endorsement or a statement that the provider is suitable for you.
Request an introduction
Send an enquiry about Cazenove Capital / Schroders Wealth Management. WiT Access will pass on the details you enter. This is not a recommendation, and it does not create a client relationship with the provider.
Sources and review
Information reviewed by WiT Access from publicly available provider sources on 6 October 2026. Provider services, eligibility, minimums and jurisdictions can change.