Mary-Anne Daly, CEO of Cazenove Capital, recognised in PAM's 50 Most Influential in Wealth Management
Cazenove Capital is proud to announce that its Chief Executive, Mary-Anne Daly, has been included once again in the prestigious "PAM's 50 Most Influential" list in the field of wealth management*. This recognition highlights Mary-Anne's instrumental role in leading Cazenove Capital through a period of consistent success.
At a time of significant economic and political changes, clients have turned to us for in-depth advice and our portfolios are strategically positioned to capitalise on global market trends. We remain committed to delivering exceptional service to our valued clients.
As part of our strategic expansion plan, we have extended our regional presence and now operate out of six offices outside of London, with new offices in Manchester, Birmingham, Bristol and Leeds adding to our presence in Edinburgh, Oxford and Chester. This has allowed us to deepen local connections with existing clients and to forge new relationships. We are experiencing inflows from a diverse client base, with notable activity from business owners, family offices, and charities.
Mary-Anne Daly, who also serves as Schroders' Global Head of Wealth Management, expressed her gratitude for being recognised as a leader in the wealth management industry. She emphasised Cazenove Capital's position in the UK market, combining a focus on meeting clients’ long-term objectives with the resources and infrastructure of Schroders and said:
“It is an honour to be recognised as a leader in the wealth management industry. My passion for excellence and innovation is unwavering, and I am privileged to lead a team of such highly skilled and dedicated professionals.”
*The PAM 50 Most Influential is a definitive list that recognises individuals shaping the private client wealth management industry in the UK and Channel Islands. The nominations are sourced from industry practitioners and undergo independent research by PAM. The assessment takes into account the nominee's leadership, achievements, as well as the firm's reputation and performance.
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications, Cazenove Capital
+44 20 7658 3431
Laura Keeble
Marketing Manager
+44 20 7658 1615
Note to Editors
About Wealth Management
As a long-established wealth manager with a 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 £110.2 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 31 January 2024.
Further information about Cazenove Capital can be found at www.cazenovecapital.com.
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.