Mary-Anne Daly, CEO, Wealth Management, has been named in the Financial News inaugural Twenty Most Influential in Wealth Management
We are delighted to announce that Mary-Anne Daly has been named in the Financial News inaugural Twenty Most Influential in Wealth Management, recognising the sector’s most senior leaders in Europe.
The list, put together by the editorial team at Financial News includes heads of wealth management and private banking businesses, bankers who have worked on major mergers in the sector, and a lawyer who advises wealthy families on tax and succession planning.
Mary-Anne Daly joined Schroders following its acquisition of Cazenove Capital in 2013, she was promoted to CEO of Wealth Management earlier this year. A member of Schroders’ Executive Committee, she has been Chief Executive of Cazenove Capital since 2017.
Under her leadership, Cazenove Capital has expanded its footprint in the UK over the past three years. The business is the largest division within Schroders Wealth Management, and has offices in Bristol, Birmingham, Manchester, Oxford, Edinburgh and Leeds. Outside the UK, Daly’s remit covers Schroders’ Wealth Management operations in the Channel Islands, Switzerland and Singapore.
Within Schroders Wealth Management, which manages in excess of £120 billion (as at 30 June 2024), includes Benchmark Capital and Schroders Personal Wealth our joint venture with Lloyds Banking Group. Over the past six years, the wealth division has reported rising net inflows, reaching a record £6.6bn in 2023.
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications
+44 20 7658 3431
estelle.bibby@cazenovecapital.com
Notes to editors
About Cazenove Capital
Cazenove Capital is a leading provider of personalised wealth management services to ultra- high-net-worth and high-net-worth clients, family offices and trusts. As well as discretionary and advisory investment services, we offer wider wealth management services such as advice on philanthropy and impact investment, wealth planning, cash management, deposit-taking and lending.
As the UK’s largest manager of charitable assets, our charity team provides a range of specialised services to a wide range of endowments, foundations and other charity clients. We also work in partnership with financial advisers to provide discretionary fund management to their clients.
Cazenove Capital is a subsidiary of Schroders plc, a major FTSE 100 company. The Schroder family still own a significant percentage of the company, having founded it over 200 years ago. This enables us to take a long-term view and to continue investing in our people, systems and services to deliver the high standards that we set of ourselves and that our clients expect of us.
For more information on our ultra-high and high-net-worth business in the UK, please visit cazenovecapital.com.
Wealth Management office locations
Cazenove Capital: UK and Channel Islands. Schroders Wealth Management: Singapore and Switzerland.
Schroders Wealth Management, including Cazenove Capital, has £119.5 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 30 June 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.