Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders group, is today announcing the opening of a new office to service its growing client base in Bristol and the South West. The new office is situated at 10 Victoria Street in Bristol.
This expansion is part of the firms regional growth strategy. Since 2020, Cazenove Capital has opened three new offices, including Birmingham and Manchester. The business has also made 18 new hires dedicated to specific regions across the UK.
Karan Sejpal, Head of Business Owners and Entrepreneurs, and Head of UK Regions, Cazenove Capital, said:
"Clients are increasingly looking for a personalised, local service in order to achieve their long-term financial objectives. We’re thrilled to open our new Bristol office, which represents a significant milestone in our regional growth strategy. By expanding our local office network, it helps us to deepen relationships with a new wave of high and ultra-high-net-worth clients, and better understand their needs.”
The South West has seen significant economic growth over the past decade and boasts a thriving business community. As the largest city in the South West region, Bristol is home to many successful start-ups, has a vibrant tech scene, as well as a strong focus on innovation. Located in the heart of the city, Cazenove Capital's new Bristol office is strategically placed to take advantage of the local professional services hub.
Robert Nye, Regional Head - South West & Wales, said:
"We are delighted to be opening a permanent new office in the City of Bristol and we look forward to welcoming clients and professional colleagues for many years to come. The client advisor team will offer a comprehensive range of wealth management services, including investment management, financial planning and banking services. A local base helps us to provide our clients with the highly personalised level of service for which Cazenove Capital is well known for."
The new office in Bristol, is located in a building that dates from 1875 and was originally home to Platnauer Brothers, watchmakers and jewellers. Today, it expertly balances the old with the new, boasting carbon-negative carpets and efficient heating, cooling and lighting systems.
Cazenove Capital has partnered with a local charity, Creative Youth Network, and will be displaying artwork by its young artists. This reflects Cazenove Capital's ongoing commitment to supporting local communities and promoting emerging talent.
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For further information, please contact:
Estelle Bibby
Head of Marketing and Communications
+44 20 7658 3431
estelle.bibby@cazenovecapital.com
Laura Keeble
Marketing Manager
+44 207658 1615
laura.keeble@cazenovecapital.com
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: UK and Channel Islands. Schroders Wealth Management: Singapore, Hong Kong and Switzerland.
Schroders Wealth Management, including Cazenove Capital, has £98.1 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 31 December 2022.
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