Cazenove Charities welcomes the launch of the Charity Authorised Investment Fund structure


We intend to convert our four Common Investment Funds to Charity Authorised Investment Funds, subject to gaining the relevant approvals. This will ensure the most appropriate financial regulation for our charity clients and will also allow our investors to benefit from an exemption from VAT on investment management fees, thereby reducing the cost.

We congratulate the Charity Investors Group and our colleague Kate Rogers, in her role as Chair, on championing this important development as we recognise that both effective financial regulation and value for money are key considerations for charity investors.


For further information, please contact:

Charlotte Banks, UK PR Manager, Schroders:
+44 (0)20 7658 2589

Kate Rogers, Head of Policy, Cazenove Charities:
+44 (0)20 7658 2480


Notes to editors

Cazenove Capital Management

Cazenove Capital is a leading provider of personalised wealth management services to high net worth clients, family offices, trusts, companies and pension plans. As well as discretionary and advisory investment services, we offer wider wealth management services such as wealth planning, cash management, deposit-taking and lending.

As the wealth management business of Schroders in the UK, Channel Islands and Asia, our significant family ownership and financial strength enables us to genuinely take a long-term view and focus on the needs of our clients. The wealth management arm of Schroders plc manages £33.8 billion globally on behalf of clients (at 30 June 2016).

We also work in partnership with financial advisers by supporting them to provide discretionary fund management to their clients and as one of the UK’s leading charity fund managers, our charities team provide a range of specialised services to suit a wide range of charity clients.

For more information, please visit


Important information

Cazenove Capital Management is a trading name of Schroder & Co. Limited. Registered Office at 31 Gresham Street, London EC2V 7QA. 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 taped or monitored. 

The use of this site is subject to you having read and accepted our Important Information, which differ dependent on the website jurisdiction.

Issued by Schroder & Co. Limited. Registered Office at 1 London Wall Place, London EC2Y 5AU. Registered number 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Financial Services Compensation Scheme: Your eligible deposits with Schroder & Co. Limited are protected up to a total of £85,000 by the Financial Services Compensation Scheme (“FSCS”), the UK’s deposit protection scheme. This limit is applied to the total of any deposits you have with the following: Cazenove Capital, Cazenove Capital Management, Schroders Wealth Management, Schroders Private Banking, Schroders Private Bank, Schroders Charities. Any total deposits you hold above the £85,000 limit across all brands are unlikely to be covered. The Depositor Protection Schemes available vary by jurisdiction and Schroder Wealth Management entity. Further details are available on request.

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.