Cazenove Capital is delighted to announce that its Chief Executive, Mary-Anne Daly, has been named as one of PAM’s 50 Most Influential* for the fourth consecutive year.
Cazenove Capital has continued to perform well despite the more challenging market backdrop. In 2022, the firm recorded organic net new business from new and existing clients of ca. 8% of assets under management. This is a testament to our quality of service and strong investment performance, helping to protect client portfolios.
We have continued to develop our established franchise with successful business owners across the country. The firm now operates from six offices outside of London, having added Manchester, Birmingham and Bristol to its previous locations in Edinburgh, Oxford and Chester.
Mary-Anne Daly, Global Head of Wealth Management and Chief Executive of Cazenove Capital, said:
“It is an honour to be recognised once again as a leader in the wealth management industry. This accolade is a testament to what Cazenove Capital has been able to achieve thanks to its culture of excellence and client-centricity.
While we have grown significantly, I am passionate about maintaining the exceptional spirit of partnership that defines us. Our culture is as vibrant today as it was when we were a smaller business and, with the support of our parent, the Schroders group, we have been able to attract and retain some of the UK’s most accomplished wealth managers. We also remain focused on developing our exceptionally talented next generation of advisers, who will ensure that our business remains relevant to our clients’ future generations. I am proud to lead such a talented and motivated team.
As ever, we remain focused on enhancing our investment offering and broadening the investment universe that we make available to our clients. In this respect, we are immensely fortunate to have access to Schroders’ specialist asset management expertise, particularly in the field of Sustainable Investment and private assets.”
*The PAM 50 Most Influential is the definitive list of those at the forefront of shaping the private client wealth management industry in the UK and Channel Islands. It is based on nominations from industry practitioners and PAM’s independent research. Nominations are assessed in light of the nominee’s leadership and achievements as well as the firm’s reputation and performance.
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For further information, please contact:
Estelle Bibby
Head of Marketing and Communications
+44 20 7658 3431
estelle.bibby@cazenovecapital.com
Nick Paisner
Head of Editorial, Wealth Management
+44 20 7658 3450
nicholas.paisner@cazenovecapital.com
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 £98.1 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 31 December 2022.
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.