London, 17 May 2022
Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders Group, today announces the appointment of Wesley Harrison and Rosie Gibbs to its Wealth Planning team in London.
Wesley joins Cazenove Capital as a Wealth Planning Director from Investec where he was responsible for advising some of the firm’s largest clients. He also managed a team of planners based in the Guildford office.
Rosie joins Cazenove Capital following eight years at Saunderson House where she specialised in providing financial planning advice to current and retired partners of leading City law and accountancy firms. She is a Chartered Financial Planner.
In their new roles, Wesley and Rosie will advise clients on a broad range of wealth planning needs, leveraging Cazenove Capital’s expertise in investment structuring, estate planning and retirement.
The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning presence across the UK. Over the past 12 months, the firm has appointed an additional six to its wealth planning team, including Lee Sweeting in Bristol; Omar Iqbal in Birmingham; Adam Bickell in Manchester and Nick Keenan in Edinburgh.
James Gladstone, Head of Wealth Planning at Cazenove Capital, said: “I am delighted to announce Wesley Harrison and Rosie Gibbs’ appointments alongside other recent joiners to our growing team across the UK. We offer a comprehensive wealth planning service that delivers a coordinated approach to managing clients’ wealth; helping them achieve their goals, often across multiple generations and jurisdictions. Recruiting market-leading talent is a deciding factor in our ability to deliver the best outcomes for our clients.
Mary-Anne Daly, CEO at Cazenove Capital, said: “We are dedicated to growing our clients’ wealth and preserving it for future generations, and wealth planning is a pivotal element of our long-term partnership with clients. This client-centric culture, together with our ability to draw on the formidable investment expertise and financial strength of our parent, the Schroders Group, is a distinctive feature of our business. I am delighted to welcome our new colleagues who reflect our commitment to ensuring more clients can benefit from our service”.
Cazenove Capital’s wealth planning services include succession and estate planning; inheritance tax planning; retirement planning/pensions/life cycle planning; business relief planning and donor advised funds.
For further information, please contact:
Alexandra Feast, FTI Consulting +44 (0) 20 3727 1978 email@example.com
Augustine Chipungu, Schroders +44 (0)20 7658 2106 firstname.lastname@example.org
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.
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular updates by e-mail please register online at www.schroders.com for our alerting service.