Cazenove Charities is a dedicated investment and advice team within the wealth management arm of Schroders, a FTSE-100 listed company.
At Cazenove Capital, we understand that meeting investment objectives can be challenging. We are proud to manage £14.9 billion for over 1,800 charities, universities, foundations, endowments, and other non-profit bodies as of 31 December 2025. We can help whatever your size, purpose, and investment objectives.
We are also delighted to work with BUFDG alongside a range of sector organisations researching and promoting best practice in investment governance and management. We host several charity events each year – for more information, please checks our Events page.
Education is the largest segment of our business with over £4.3 billion managed on behalf of 378 universities, colleges, and schools of which £2.5 billion is from 43 universities. We enjoy long relationships with our clients, and we believe that our close collaboration gives us an unparalleled insight into their operating environment.
At the outset of a relationship, we develop a good understanding of each organisation’s circumstances prior to proposing an appropriate investment strategy. We then advise on which long-term solution we feel is appropriate based on expected returns, time horizon, ethical requirements, and risk appetite. The solutions include our multi-asset Charity Authorised Investment Funds, bespoke funded portfolios, segregated equity portfolios, and single strategy mandates. For those with short-term cash reserves, our Cash Administration Service offers a variety of cash products with attractive interest rates.
We pride ourselves on the responsiveness and quality of our client relationships. Our greatest asset is our people, whose experience and skill in managing investments has resulted in excellent performance, service, and client satisfaction. Many of the team are personally involved with charities as trustees and governors so there is a great deal of experience from ‘your side of the table’.
As a global investment manager, we recognise that we have an important part to play in shaping the future of all our stakeholders. Our focus on doing the right thing for our clients, our people, wider society, and the planet lie at the centre of our culture. Through constructive and committed engagement with management teams at the companies and assets we invest in, active ownership is a key element of the value we can bring to our clients.
We have been incorporating ESG considerations into our investment process for over 20 years. We can deliver on the full spectrum of sustainability, from exclusions to engagement and integration to impact. We are very familiar with implementing a range of responsible investment policies. You can review our approach to sustainability here.
Our annual impact report for the Sustainable Multi-Asset Fund is unique in the sector. It provides trustees with a full look-through across all asset classes and their impact on People and Planet. Many clients use this report to engage with their stakeholders.
“On behalf of colleagues could I thank you and the team once again for a helpful discussion yesterday. We have advanced our thinking on a) what sort of assets should we investing in and how much b) evidencing what a sustainable spend rate might be and c) reframing the purpose of our investments and how to align that with our corporate strategy, particularly our net zero objectives.”
“In 2020, the University committed to deliver on its desire to invest its £60m+ endowment in line with the University’s strategy and commitment to sustainability. Cazenove Capital were appointed investment managers, with an explicit dual objective for strong long term financial returns alongside positive impact on people and planet. Their strong track record and commitment to ESG and the UN SDGs made them a standout partner. The underlying investments (now £71+ million) are social as well as climate focused. Alongside green bonds and renewable energy infrastructure are investments such as the Refugee Better Outcomes Partnerships, delivering programmes to provide support to refugees to transition out of asylum accommodation into the community. In turn, the good return on investment generated has enabled the University to bolster its offer of studentships, especially to those from underprivileged backgrounds. What gets measured, gets managed, so clear impact reporting has been crucial, as has ongoing collaboration, e.g. on research into University approaches to net zero investment strategies.”
Please get in touch if you would like to know more.
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