Cazenove Capital continues its regional expansion, appointing Richard Wood as Portfolio Director in Yorkshire
Richard Wood to join Cazenove Capital as Portfolio Director in Yorkshire, reflecting the company's continued focus on tailored wealth management services for clients across the region.
Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders group, is delighted to announce that it has appointed Richard Wood as a Portfolio Director in Yorkshire.
Richard will work with individuals, families and professional advisers across Yorkshire, taking advantage of the growing community of entrepreneurs and business owners.
In this newly created role, Richard will work closely with Simon Pearson, Regional Head of Cazenove Capital in the North of England. His appointment is the latest development in Cazenove Capital’s regional growth strategy. Since January 2021, the firm has opened three new offices, most recently in Bristol this year, and made strategic hires in the Midlands, South West, North West, Scotland and the South East of England.
Richard brings over twenty years of experience to the Cazenove Capital team. He joins from UBS, where he spent over five years as a Director, working with high-net-worth clients across the North of England. Prior to UBS, Richard spent just over ten years at Barclays Wealth Management, based in Yorkshire.
Richard Wood, Portfolio Director at Cazenove Capital, commented:
“I am delighted to join the team at Cazenove Capital and look forward to working with clients across Yorkshire. Cazenove Capital has a unique approach to wealth management that will bring real benefits to clients in the region.”
Karan Sejpal, Head of Business Owners and Entrepreneurs, and Head of Regions at Cazenove Capital, said:
“Richard’s appointment reflects Cazenove Capital’s continued focus on bringing a tailored wealth management service, backed by the global expertise of Schroders, to clients across the North of England. I’m delighted he’s joined the team.”
Simon Pearson, Head of the North West and North East, Cazenove Capital, commented:
“I look forward to working with Richard. His experience and knowledge will be invaluable as we continue to expand our business. His appointment reflects our commitment to providing clients with the highest level of service.”
For further information, please contact:
Head of Media Relations
+44 20 7658 3431
Marketing Manager, Cazenove Capital
+44 20 7658 1615
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: UK and Channel Islands.
Schroders Wealth Management: Singapore, Hong Kong and Switzerland.
Schroders Wealth Management, including Cazenove Capital, has £102.6 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 30 June 2023.
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 recorded or monitored.