Cazenove

In 2013, Cazenove Capital came together with the Wealth Management arm of Schroders, two businesses with histories that stretch back over 200 years. Our combined heritage is unique in the investment world and this partnership places us in an even stronger position to help clients meet their goals.

Both companies have their roots in the early nineteenth century, a period that saw the City of London develop into a major commercial and financial centre. To this day, the Schroder family remains a very significant shareholder in the business. Their focus on sustaining the business for the future, looking beyond the immediate to invest in what is right for clients, underpins every aspect of our day-to-day conduct and strategy.

Schroders plc has grown to become a major global business, one of 100 largest companies listed on the London Stock Exchange. Schroders sole business is wealth and asset management. We are determined to build future prosperity for them, and for all in society. When our stakeholders prosper, so do we.

Our clients include individuals, companies, family offices and charities. Our headquarters are in London and we have regional offices in Edinburgh, Chester, and Oxford. Our principal international operations are in the Channel Islands, Switzerland, Hong Kong and Singapore.

Our core services are investment management, wealth planning and banking.

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LGT Vestra

LGT Vestra is a UK-based wealth management firm and is part of the private banking group LGT, owned by the Princely Family of Liechtenstein. Since inception in 2008, it provides an exceptional investment management service to institutional and private clients, offering an experienced, personalised, flexible and direct approach to investment planning and management across multiple asset classes.

Key to LGT Vestra’s approach is an unwavering focus on building lasting partnerships with the clients they work with, developing trust through transparency and maintaining their entrepreneurial spirit. The firm’s ethos and values have allowed them to attract some of the best talent in the industry and draw together in-depth experience from multiple disciplines. LGT Vestra’s entrepreneurial approach and private ownership, together with LGT Group’s financial stability, enables the firm to make decisions they believe will provide long-term benefits for their clients.

As of end of February 2021, LGT Vestra managed assets amounting to £17.8 billion with 378 staff and offices in London, Bristol and Jersey. As of end of March 2021, LGT Group managed assets amounting to CHF 240.7 billion and had a tier 1 ratio of 21.9%.

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Julius Bär

Julius Baer is a premium wealth management firm in the UK with a focus on servicing and advising Private Clients and Trusts. Founded in Switzerland in 1890, Julius Baer has had a presence in the UK for over 50 years and manages over £300bn on behalf of their clients. A family launched  business, Julius Baer has strong values aligned to the needs of their clients with relationships built on partnership, continuity and trust.

Providing access to prime financial products, leading market intelligence and the benefits of a global reach, Julius Baer’s clients benefit from dedicated, expert support to help them reach their financial needs. Their wide range of services include discretionary portfolio management, investment advisory mandates and a market leading wealth planning team.

Over the last year, Julius Baer has won a number of prestigious awards which recognise their pedigree as an outstanding wealth manager. These include the Citywealth Magic Circle Award for Private Bank of the year 2019, a 3D Award for transparency across our portfolios and the WealthBriefing European Award for Specialist Investment Manager 2019.

Julius Baer Portfolio Managers have had a long standing relationship with Golden Leaves which dates back to the mid 90’s. The management of Trust assets for Golden Leaves along with the dedicated Portfolio Managers responsible for the day-to-day management of Golden Leaves Trust assets moved from Merrill Lynch to Julius Baer in 2014, post the acquisition of Merrill Lynch’s International Wealth Management business from Bank of America Merrill Lynch. The assets managed by Julius Baer today have grown over the years and the Julius Baer relationship with Golden Leaves is a strong one on very firm foundations.

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Quilter Cheviot

Quilter Cheviot is one of the UK’s largest discretionary investment management firms focusing on structuring and managing bespoke portfolios for private clients, professional intermediaries, charities, trusts and pension funds through its Defaqto 5-star rated Discretionary Portfolio Service.

Based in the UK we are firm believers in active investment management. Our objective is to identify future trends and themes using our internal analytical capability and add value for clients. We are pragmatic investors and adapt our style according to prevailing market conditions, rather than having a permanent bias towards a single investment style.

All of our investment decisions are underpinned by research carried out by our in-house research team. The team has extensive expertise in direct equity investment and fixed income markets.

The Quilter Cheviot Investment Management team have had a long-standing relationship with The Golden Leaves Trust having been appointed in 2004. The Team comprises both equity and Fixed Interest specialists who work as a cohesive unit who together have overseen an increase in the assets under management over the years and maintain a strong relationship with the Trustees of The Golden Leaves Trust and look forward to continuing the partnership with them.

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