Cazenove Capital strengthens Portfolio Management team and Wealth Planning with four appointments from Lloyds


Cazenove Capital is delighted to be welcoming three Portfolio Managers and one Wealth Planning Director to Cazenove Capital following the transfer of clients and their capital of around £400 million from Lloyds (see release from 23 October). They all started their roles on Monday 3 June 2019.

Glenn Dawson, Portfolio Director, joined us from Lloyds Private Banking Mayfair, where he was responsible for building and managing private client portfolios, specialising in high net worth individuals and family groups. Glenn has 29 years of investment experience as a trusted adviser and is a fellow of both the Chartered Institute of Securities and Investments and is a Chartered Wealth Manager.

Spencer Woolley has also joined Cazenove Capital as a Portfolio Director. He has 32 years of experience at Lloyds bank in various different roles across the Corporate and Private Banking divisions, he is also a Fellow of the Personal Finance Society and holds a Masters in Wealth Management.

Alasdair Ogilvy has been appointed Portfolio Director at Cazenove Capital following his success as Director of Key Clients at Lloyds Private Banking since 2009. He has 35 years of investment experience as well as the 5 years he served as an Infantry Officer in the British Army. Alasdair is also a member of the Chartered Institute of Securities and Investments.

Cazenove Capital has also appointed Simon Mackie as a Wealth Planning Director. Most recently, his role was to look after the tax and wealth structuring needs of the bank’s UK and non-UK key clients.

Mary-Anne Daly, Chief Executive at Cazenove Capital, said:

“We are delighted to welcome Glenn, Spencer, Alasdair and Simon to their roles at Cazenove Capital. Between them, they have a wealth of experience and significant accolades which we are sure will contribute to their success at Cazenove Capital as much as it has to their success at Lloyds bank.

The team of 4 have worked together for a long time and this, we feel, will be invaluable as they settle in to Cazenove Capital.“


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