Edinburgh, 17 March 2022
Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders Group, today announces it has appointed Nick Keenan as a Portfolio Director in its Edinburgh office, deepening its commitment to the Scottish market.
Nick’s appointment is the latest development in Cazenove Capital’s regional growth strategy as the business seeks to bring its personalised financial advice to a growing client base of high net worth individuals and their families. It follows the hiring of Portfolio Director James Burley in Edinburgh last year and the move to new premises at 24-25 Charlotte Square.
Nick brings years of experience to the Edinburgh team, which is led by Bob Hair. He joins the business from Barclays Wealth Management, where he held a number of strategic leadership roles which included responsibility for the Wealth Planning proposition in the UK and for leading the Wealth Management teams in the North of England. In previous roles Nick led the Financial Planning division at Santander, and held senior adviser roles with Credit Suisse and Coutts, with a focus on high net worth clients.
In his new role, Nick will be focused on supporting entrepreneurs and business owners with the deployment and management of their private wealth.
Bob Hair, Regional Head, Scotland, at Cazenove Capital said: “I’m delighted to announce the appointment of Nick Keenan, who brings almost two decades of invaluable industry experience to our Edinburgh office. I and the rest of the team look forward to working closely with him. Scotland is home to an exciting and growing pool of entrepreneurs, who are an integral part of the UK’s business owner community. We are well placed to support this group, and Nick’s appointment underlines our ambition to find the best people to continue to do so.”
Karan Sejpal, Team Head responsible for Business’ Owners and Entrepreneurs, at Cazenove Capital said: “This appointment signals Cazenove Capital’s continuing appetite for bringing personalised, meaningful wealth management guidance to business owners, entrepreneurs, wealthy individuals and their families in Scotland. We continue to build our regional footprint, to provide on the ground support for clients”.
Nick Keenan, Portfolio Director at Cazenove Capital said: “The wealth management industry and make-up of UK clients has evolved significantly over the past two decades, but what remains unchanged is the client need for a trusted, long-term partnership with their wealth manager. Whether virtually or in person; first or third generation; the client-adviser relationship is central to ensuring clients achieve their life goals. Cazenove Capital, as part of the Schroders Group, has a unique understanding of entrepreneurship, family businesses and generational wealth. I look forward to joining the team in Edinburgh to work in partnership with clients across Scotland.”
Since January 2021, Cazenove Capital has invested resources, opened new offices and made strategic hires in the Midlands, South West, North West, Scotland and London, respectively.
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Note to Editors
About Wealth Management
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 is based in the UK and Channel Islands. It is part of Schroders Wealth Management which includes offices in Singapore, Hong Kong and Switzerland.
Schroders Wealth Management, including Cazenove Capital, has £81.2 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 31 December 2021.
Cazenove Capital has been part of the Schroders Group since 2013. Schroders is a London-based global asset manager, delivering a broad range of investment solutions designed to meet the diverse needs of institutions, intermediaries and high net worth individuals. The combined heritage of Cazenove Capital and Schroders is unique in the investment world, bringing together the investment expertise of a global asset manager with long-standing experience of serving advisers and their clients.
Founded on the strength and integrity that has underpinned two great family companies for centuries, Cazenove Capital and Schroders have an enduring commitment to providing exceptional levels of service and expertise. It is those qualities that have set us apart for generations; they will continue to be fundamental to the way we look after our clients.
Further information about Cazenove Capital can be found at www.cazenovecapital.com.
Issued by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroder & Co. Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
When investing, your capital is at risk.
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. Cazenove Capital 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 taped or monitored.
Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. As at 31 December 2021, assets under management were £731.6 billion (€871.3 billion; $990.9 billion). The founding family remain a core shareholder, holding approximately 48% of the firm’s voting shares. Schroders has continued to deliver strong financial results. It has a market capitalisation of circa £8 billion and employs over 5,700 people across 37 locations.
Schroders has benefited from the most diverse business model of any UK asset manager by geography, by asset class and by client type. Schroders offers innovative products and solutions across their five business areas of solutions; institutional; mutual funds; private assets & alternatives; and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, endowments and foundations. They also manage assets for end clients as part of their relationships with distributors, financial advisers and online platforms. Schroders’ Wealth Management offering reflects their strategic ambition to provide wealth management and financial planning services to clients across the wealth spectrum.
Schroders’ strategic aims are to grow their asset management business, build closer relationships with end clients and expand their private assets and alternatives business. Schroders’ purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we deliver for Shareholders and other stakeholders.
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