Cazenove Capital continues its regional expansion with the opening of a North West office in Manchester

The team will service clients across the North West, including in Manchester, Chester and Liverpool


Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders Group, today announces the opening of a new office at 2 St Peter’s Square, Manchester to service its growing client base in the North West.  

This forms part of a strategy to build on-the-ground presence in the major UK regional hubs, thereby allowing more clients to access Cazenove Capital’s full range of services with local, tailored relationship management.

The North West team is led by Simon Pearson, previously Head of the North West for UBS who has 30 years industry experience. Simon has since been joined by six highly talented professionals in Manchester, complementing Cazenove Capital’s existing presence in Chester.

The team will service clients across the North West, including in Manchester, Chester and Liverpool and have over 100 years of combined experience of working with high and ultra high net worth clients in the region.

The new office is well placed to capitalise on growing entrepreneurialism in the North of England, where many new and established business owners are expanding their businesses in sectors including fashion, manufacturing and technology. Recent regional PMI data highlighted that North West business activity is rising at its fastest rate since 2017.

40% of Cazenove Capital clients have generated their wealth through business interests. Supporting local family businesses and entrepreneurs with tailored advice on matters such as exit planning and the intergenerational transfer of wealth will be a core focus for the team.

Cazenove Capital offers a full range of wealth management services including financial planning, lending and portfolio management.

Simon Pearson, Head of Manchester Office and Portfolio Director, said: “Established family businesses in the North West continue to adapt to drive long-term growth and the region is increasingly home to innovative start-ups. The Government’s levelling up agenda will only boost this momentum, providing a supportive context for local business owners. Our team is dedicated to delivering personalised wealth management services for business owners and all client groups in the region.”

Karan Sejpal, Team Head responsible for Business’ Owners and Entrepreneurs, and the UK Regions said: “The establishment of the Manchester office is just one example of Cazenove Capital’s commitment to grow across the UK. Our presence in Manchester will allow us to harness the regional client demand we are seeing from business owners who require experienced investment and financial planning advice from professionals who understand the demands of running, sustaining and in many cases exiting a business. Cazenove Capital, through its global expertise, local understanding and Schroders’ heritage as a business still largely owned by the family who founded it two centuries ago, is uniquely placed to serve this group.”  

Mary-Anne Daly, Chief Executive at Cazenove Capital, said: “This is an important step to deliver on our ambition to bring personalised, meaningful wealth management services to client groups across the UK. This office opening is a testament to the work of the North West team in driving Cazenove Capital’s proposition in  the region, and to the strong relationships the team holds with clients – established and new.”

Cazenove Capital is committed to supporting local talent, with the new Manchester office including:

  • Artwork from local artist: Alana Pike, Manchester School of Art. Alana was selected by the team in Manchester – her artwork depicts an imaginative glimpse of unique architectural details, encapsulating the local flavour, historical aspects and modern characteristics of Manchester.
  • Sustainability: In line with Cazenove Capital’s commitment to sustainability both as a business and through clients’ investments, all print paperwork at the new office is recycled, coffee grains are recycled, paperless meetings are encouraged and a cycle-to-work scheme has been put in place.
  • Flexible / hybrid working for employees: Employees in the Manchester office will have flexible working arrangements available to them, with face-to-face client relationships remaining a priority.

Schroders’ Real Estate division, led by Sophie van Oosterom, Global Head of Real Estate, has also moved into the new office.

 For more information, please contact:


Alexandra Feast, FTI Consulting

+44 (0) 20 3727 1978

Kat Kalinina, Schroders

+44 (0) 20 7658 2647


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 £76.3 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 30 June 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

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