Offshore services

Cazenove Capital provides offshore discretionary portfolio management for a broad range of international clients, including offshore companies and trusts and UK resident, non-domiciled individuals.

We specialise in tailoring offshore clients' investments to meet each individual's particular circumstances. In coordination with your own tax advisers where applicable, we will tailor bespoke portfolios to optimise tax efficiencies.

The clients we attract are diverse, with many currently falling into the scope of the UK tax regime but with the long term objective of living in another country, often their country of domicile. Others may have little or no relationship with the UK being both non-domiciled and non-resident.

As part of our service we recommend appropriate investment structures in order to achieve optimal after-tax returns. When choosing between investment structures we will consider factors such as domicile, residence, income, and tax status. We are also aware that the relevant legislation is constantly changing and strive to recommend solutions for clients which are flexible enough to provide responsive arrangements that endure over the long-term. Our operations in London and the Channel Islands assist us to maximise the tax efficiency of clients’ investments.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

John Gordon

John Gordon

Head of Business Development
Telephone:
john@cazenovecapital.com
James Gladstone

James Gladstone

Head of Wealth Planning
Telephone:
james@cazenovecapital.com