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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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.
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