Cazenove Capital awarded investment mandate by UK disability charity Scope
Cazenove Capital is credited with helping Scope to align its investments with its mission of creating an equal future for disabled people.
Cazenove Capital, the wealth management business of Schroders in the UK, has been named as Scope’s new investment manager, helping the organisation to develop an investment strategy that is aligned with its mission of campaigning for an equal future for disabled people. Scope aims to transform attitudes to disability, tackle injustice and inspire action.
Emily Petersen, Portfolio Director – Sustainability and Impact, Cazenove Capital, commented:
“We are delighted to be working with Scope, who share our commitment to sustainable investment and inclusion. Our aim is to deliver a financially successful and sustainable investment portfolio, while benefiting from Scope's expertise to help Schroders meet its own ambitions for inclusion and diversity.”
Scope will be investing in the SUTL Cazenove Charity Sustainable Multi-Asset Fund, established six years ago today, which now manages £2 billion on behalf of its clients (as at 31st December 2024). The fund has recently announced its plans to adopt the FCA’s Sustainability Disclosure Requirement (SDR) ‘Sustainability Focus’ label.
Anna Burman, Chief Financial Officer, Scope, commented:
“Cazenove Capital’s approach to ethical investing, influence in the market and significantly weighting investments towards environmental, social and governance issues were a key part of our decision for Scope to move our investments to the SUTL Cazenove Charity Sustainable Multi-Asset Fund.
Scope’s mission is to campaign for an equal future with disabled people and a key element of that is working with businesses to improve disability employment and attitudes in the workplace. We believe this should be included in ethical investment discussions along with the new reporting and disclosure requirements in this area. While our investments must generate a reasonable return for the charity, where possible they should also be used to support our goals.”
Approximately one in four people in the UK are disabled 1. Scope works with businesses to improve disability employment and attitudes in the workplace. In addition to their investment strategy, Scope will be partnering with Cazenove Capital and Schroders to include disability employment in discussions with the companies they invest in and explore other opportunities to work together.
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications
+44 20 7658 3431
estelle.bibby@cazenovecapital.com
Laura Keeble
Marketing Manager
+44 20 7658 1615
laura.keeble@cazenovecapital.com
Notes to editors
About Scope
Scope aims to create an equal future for disabled people. We campaign to transform attitudes to disability, tackle injustice and inspire action. We create opportunities and provide information and support that empowers. For more information go to www.scope.org.uk.
About Cazenove Charities
Cazenove Capital is the number one Charity Investment and Asset Manager in the UK according to The Charity Finance Fund Management Survey (November 2024). We have been managing assets for Charities in the UK since 1936, and today (February 2025), we manage £12.9 billion for 1,734 charity clients.
Our flagship SUTL Cazenove Charity Sustainable Multi-Asset Fund now manages £2.17 billion on behalf of 451 charities (as at 31st December 2024) and we believe it to be the fastest growing charity fund since 2019.
About Cazenove Capital
As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us.
Private individuals, family offices, trusts, institutions and charities all rely on us to provide them with bespoke wealth management services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are the largest charity fund manager by assets under management in the UK.
For two centuries we have helped clients look forward to a successful future. With each client, we plan for the long-term and invest the time to gain a detailed understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years, decades and even generations. This creates relationships of unusual depth.
Our experience of navigating complex markets and adapting to change helps us balance risk and reward. The investment expertise we call upon as part of Schroders, a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.
Wealth Management office locations
Cazenove Capital: UK and Channel Islands. Schroders Wealth Management: Singapore, Hong Kong and Switzerland.
Schroders Wealth Management, including Cazenove Capital, has £121.3 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 30 September 2024.
Further information about Cazenove Capital can be found at cazenovecapital.com.
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The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested. Issued by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroder & Co. Limited. Registered Office at 1 London Wall Place, London EC2Y 5AU. Registered 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be recorded or monitored.