Cazenove Capital


Cazenove Charities is a dedicated investment and advice team within the wealth management arm of Schroders, a FTSE-100 listed company. 


More than 1,600 charities, universities, foundations, endowments and other non-profit bodies have entrusted us with £9.4 billion assets under management as at 30 June 2021. We are proud to be the largest investment manager to the top 5,000 charities.

The not-for-profit sector is very important to the continuing success of our business. We have been working with charities, universities. endowments, foundations and other non-profit bodies for over 80 years, having been appointed to our first mandate from the sector in 1936. We are delighted that this client remains with us today.

How we can help

Education is the largest segment of our business with over £2.5 billion managed on behalf of 332 universities, colleges and schools of which 60% is from 25 universities. We enjoy long relationships with these institutions and we believe that our close collaboration gives us an unparalleled insight into their operating environment. We believe that this level of expertise gives us added insight into the sector’s dynamics, opportunities and challenges.

We are proactive in providing advice, recognising that circumstances change over time, with flexibility to adapt being key. We have conversations with University stakeholders about a wide range of topics, including strategic change; alternative investment solutions; portfolio distributions and forecast risk and return parameters.


Environmental, social and governance (ESG) activities are an important factor for an increasing number of our University clients. A key feature of our investment service includes providing advice 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.

We have been incorporating ESG considerations into our investment process for over 20 years. At Schroders, our dedicated ESG team have created a number of award-winning tools within our ImpactIQ range, such as SustainEx, which shows the non-financial impact of an investment portfolio and the Climate Progress Dashboard, which monitors the risks and opportunities of global temperature rises. 

Investment leaders

Schroders has a longstanding A+ rating from the PRI and are included within the SDG2000 list which identifies the 2,000 most influential global companies contributing to the UN Sustainable Development Goals. We are signatory and special advisor to the Carbon Disclosure Project and a founding member of the Institutional Investors’ Group on Climate Change.

As we evolve our business to ensure we remain at the head of the pack, we strive to use our influence to achieve better outcomes for People and Planet.

Please get in touch if you would like to know more.




Additional Links




James Brennan

Portfolio Director – Universities - 0207 658 1183



Ben Minter

Portfolio Manager - Universities - 0207 658 4397



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