Cazenove Capital announces further expansion of its Wealth Planning team
The new additions to the team signals Cazenove Capital's commitment to providing clients with best-in-class wealth planning services.
Cazenove Capital, a part of Schroders Wealth Management, is delighted to announce the expansion of its wealth planning team. Wealth planning is a critical component of our comprehensive wealth management service, helping individuals and families achieve their long-term objectives.
James Gladstone, Head of Wealth Planning at Cazenove Capital, said,
"We are excited to announce these new additions to the team, signalling Cazenove Capital's commitment to providing our clients with best-in-class wealth planning services.
“Ensuring that our clients’ needs are effectively met from the wealth they have acquired is a key part of our Wealth Management proposition. Client circumstances vary widely and as our firm grows so does the need for skilled individuals who can provide high-quality, personalised advice.”
Joining our distinguished team of wealth planning professionals are:
Nicholas Irby, who joins as Wealth Planning Director. Prior to joining Cazenove Capital, Nicholas served as a Divisional Director at Brewin Dolphin and held senior Financial Planning roles at Investec and Stonehage Fleming. He brings a wealth of experience in dealing with high net worth and ultra-high net worth clients to his role.
Chartered Financial Planner Hana Griffin will take up the role of Wealth Planner. She joins from Cavendish Ware and previously worked as a financial planner at Succession Wealth.
Aaron Steel, another accomplished Chartered Financial Planner, joins us from Quilter Cheviot, where he has spent five successful years.
And Jamie McIntyre joins our team as a Senior Paraplanner. Jamie previously served as a paraplanner with UBS and brings over 16 years of experience in financial services.
Madia Shoukat takes up the role of Client Support Executive and joins from Evelyn Partners where she was a client administrator.
For further information about Cazenove Capital please visit www.cazenovecapital.com.
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications
+44 20 7658 3431
estelle.bibby@cazenovecapital.com
Sophie Grootenhuis
Marketing Manager
+44 20 7658 1113
sophie.grootenhuis@cazenovecapital.com
Notes to editors
Schroders Wealth Management, the wealth management division of Schroders plc manages £119.5 billion* globally on behalf of clients.
Wealth planning - Cazenove Capital
At Cazenove Capital, we offer a comprehensive wealth planning service that complements our investment expertise. These services make sure our clients receive coordinated and personalised wealth management to help them achieve their financial goals.
Our Services include:
- Retirement planning
- Succession and inheritance tax planning
- Tax-efficient investment planning
- Life insurance
- Offshore investment bonds
- Pensions
- Enterprise investment schemes (EIS)
- Venture capital trusts (VCT)
- Inheritance tax (IHT)
- Trusts
- Investment companies
- Life assurance
- Life insurance
- Business relief (BR)
Cazenove Capital
Cazenove Capital is a leading provider of personalised wealth management services to ultra- high-net-worth and high-net-worth clients, family offices and trusts. As well as discretionary and advisory investment services, we offer wider wealth management services such as advice on philanthropy and impact investment, wealth planning, cash management, deposit-taking and lending.
As the UK’s largest manager of charitable assets, our charity team provides a range of specialised services to a wide range of endowments, foundations and other charity clients. We also work in partnership with financial advisers to provide discretionary fund management to their clients.
Cazenove Capital is a subsidiary of Schroders plc, a major FTSE 100 company which itself is largely owned by the Schroder family who founded it over 200 years ago. This enables us to take a long-term view and to continue investing in our people, systems and services to deliver the high standards that we set of ourselves and that our clients expect of us.
For more information on our ultra-high and high-net-worth business in the UK, please visit www.cazenovecapital.com
*As at 30 June 2024.