Cazenove Capital continues regional expansion with the appointment of a Portfolio Director for the North East
05 July 2022
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 Stephen Wilson as a Portfolio Director. In this newly-created role, Stephen will work with individuals, families and professional advisers across the North East of England. He will have a particular focus on supporting the region’s vibrant and growing community of entrepreneurs and business owners.
Stephen will work closely with Simon Pearson, Head of Cazenove Capital’s Manchester office. His appointment is the latest development in Cazenove Capital’s regional growth strategy. Since January 2021, the firm has opened new offices and made strategic hires in the Midlands, South West, North West, Scotland and London.
Stephen brings years of experience to the Cazenove Capital team. He joins from UBS, where he spent over five years as a senior member of the Newcastle and Leeds team, working with high net worth clients across the North of England. Prior to UBS, Stephen spent close to ten years at Coutts, based in Leeds and Sheffield.
Karan Sejpal, Head of Business Owners and Entrepreneurs, and Head of Regions at Cazenove Capital said: “I am delighted that Stephen has chosen to join Cazenove Capital. His appointment reflects our continued focus on bringing a tailored wealth management service, backed by the global expertise of the Schroders group, to clients across the North of England.”
Stephen Wilson, Portfolio Director at Cazenove Capital said: “Cazenove Capital is a long-established wealth manager and is well placed to help clients navigate through today’s complex financial markets and develop a long term investment strategy. I am excited to be a part of their UK growth aspirations and look forward to working with Karan Sejpal, Simon Pearson and the team in growing their presence in the North East and Yorkshire region.”
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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: UK and Channel Islands. Schroders Wealth Management: 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.
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.