Cazenove Capital is proud to support the 2024 Modern Affluence Summit
26th September 2024 at 180 The Strand, London
Cazenove Capital is delighted to announce its support of the Modern Affluence Summit. The summit – in its fifth year – brings together individuals from a range of backgrounds to discuss evolving attitudes and approaches to wealth. The day will be filled with panel discussions and keynotes that challenge the status quo and stereotypes associated with luxury and wealth.
Key to the summit is the discussion of what many refer to as ”The Great Wealth Transfer.” $81 trillion is expected to be transferred to the younger generation over the next 30 years and the next generation of high-net-worth individuals will look very different. Cazenove Capital is at the forefront of this change, seeing a new generation of wealth with different values, outlooks and priorities.
Organisations are being forced to reassess how they meet these clients’ needs and objectives. Cazenove Capital’s Portfolio Director, Mike Pickett, will share his thoughts on how the new generation of wealth investors are looking to new avenues and models for investment.
Mike Pickett, Portfolio Director, Cazenove Capital, commented:
"As the world goes through a seismic shift in wealth over the coming decade(s), we are excited to partner with Modern Affluence Summit to be part of an important conversation - reimagining affluence, and how we can help current and future generations use their financial and cultural capital in a meaningful, purposeful way."
Ben Wattam, CEO, Modern Affluence Exchange, commented:
"The next generation is reimagining affluence and we're excited to collaborate with Cazenove Capital as we uncover the opportunities that result."
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications, Cazenove Capital
+44 20 7658 3431
Laura Keeble
Marketing Manager
+44 20 7658 1615
Note to Editors
About Wealth Management
As a long-established wealth manager with a 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 £110.2 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 31 December 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.