Schroders : partners with Citi to offer clients new DFM solution via Cazenove Capital
January 12, 2021 at 10:20 am EST
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Schroders partners with Citi to offer clients new DFM solution via Cazenove Capital
Schroders partners with Citi to offer clients new DFM solution via Cazenove Capital
Schroders and Citi are today announcing a strategic partnership to launch a bespoke Discretionary Fund Management (DFM) service for Citigold, the Bank's mass affluent clients across the UK and select international markets.
12/01/2021
Schroders and Citi are today announcing a strategic partnership to launch a bespoke Discretionary Fund Management (DFM) service for Citigold, the Bank's mass affluent clients across the UK and select international markets.
12/01/2021
Schroders and Citi are today announcing a strategic partnership to launch a bespoke Discretionary Fund Management (DFM) service for Citigold, the Bank's mass affluent clients across the UK and select international markets. The discretionary solution will be delivered by Cazenove Capital, Schroders' UK provider of wealth management services with a strong track record of risk-adjusted returns and a consistent focus on preserving wealth.
With this partnership, Citi's clients will be able to take advantage of a broad DFM proposition from Cazenove with a choice of Sterling, Euro and US dollar currencies. The service is now available to all Citigold clients, offering the benefits of active portfolio management and transparent reporting.
Citi's Relationship Managers will assess individual client risk profiles and financial goals and Cazenove Capital will be responsible for setting an appropriate asset allocation strategy to create portfolios that match their individual needs.
Alexander Ross-Parkinson, Strategic Partnerships Director, Schroders commented:
'The combination of Citi's excellent client service and Cazenove's DFM service will provide clients with a compelling wealth management solution.'
Nicolas Georgiadis, Head of Cazenove DFM, commented:
'Our attitude to managing our clients' wealth is measured and intelligent, and we look forward to working with Citi to deliver strong risk-adjusted returns while maintaining a consistent focus on preserving wealth. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.'
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Schroders plc published this content on 12 January 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 January 2021 15:19:00 UTC
Schroders plc is a United Kingdom-based investment management company. The Company offers investment, advisory and platform services to individuals, family offices and charities. It operates through two segments: Asset Management and Wealth Management. The Asset Management segment principally comprises investment management, including advisory services in respect of equity, fixed income, multi-asset and private assets and alternative products. The Wealth Management segment principally comprises investment management, wealth planning and financial advice, platform services and banking services. Its clients include individuals who invest directly and those who invest through businesses or financial advisers. The Company also serves the investment needs of institutions like insurance companies, pension funds, charities, sovereign wealth funds and fund platforms. It has operations in 38 locations across Europe, the Americas, Asia, the Middle East, and Africa.
SCHRODERS PLC 
