Cazenove Capital’s Kate Leppard makes top 10 in Spear’s Wealth index for ultra high net worth clients


Kate Leppard, Head of Wealth Management UK Client Service at Cazenove Capital, has been named on the prestigious Spear’s Wealth Management Index 2020, after impressing the panel of industry expert judges. She has previously been named as Spear's Ultra High Net Worth (UHNW) Asset Manager of the Year in 2019. 

The annual Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain. It aims to highlight the best talent which looks to protect and grow the wealth of their high-net-worth (HNW) and UHNW clients.

The process entails a robust judging stage based on peer nominations, interviews with dozens of leading wealth managers and private bankers, data supplied by firms and information gathered by the editorial and research teams.

After joining Cazenove Capital in 1990, Leppard is now Heads of UK Client Service team for Wealth Management. Her role is focused on managing investment portfolios for large private families and their trustees as well as for charities. She also sits on Cazenove Capital’s UK Management Committee. 

Securing another prestigious industry accolade for the firm, Tim Bailey, Portfolio Director at Cazenove Capital, was named on Spear’s Top Recommended HNW Wealth Managers 2020 

Kate Leppard, Head of Wealth Management UK Client Service at Cazenove Capital, commented:

"My clients range hugely in size, background and age but are mostly now characterised as having either a complex family set-up, tax or investment requirements.

“We get to know clients well, learn what keeps them awake at night and what inspires them during the day.

“When it comes to HNW/UHNW families, relationship stability is crucial. You need a discretionary manager who is forward-looking and evolves with time – and that strong relationship with your client, where there’s a mutual understanding and trust, makes all the difference in the world.

 “We did a lot of work in 2019 on our digital capability, and it proved invaluable this year when we went into lockdown.”

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