Cazenove Capital is responsible for £50.7 billion assets under management as at 30 June 2019, which comprises £42.0 billion from private clients and family offices and £8.7 billion from charity clients. You can accept all cookies by selecting 'I agree' and continuing to browse the site or you can "Manage cookies" to apply only the categories of your choosing. Cazenove was a British stockbroker and investment bank, founded in 1823 by Philip Cazenove.It was one of the UK's last independent investment banks and one of the last to remain a private partnership. Our private client team, supported by the global strength of the Schroder Group, has the knowledge and experience to help you. Meet the team. He chairs the Wealth Management Investment Committee, sits on the Cazenove Capital board and is also a member of the Schroder Wealth Management Executive Committee. Our funds. Meet the team; Meet the team. Alex joined in 2003 and heads the Banking and Treasury team. Our regular video series continues Stefan Wagner. He also manages a wide range of onshore and offshore private client and trust relationships. Kate focuses on managing investment portfolios for some of our largest and more complex UK and international private families and trusts, as well as for charities. Kevin Gray Dominic joined after graduating from London University in 1995. Find out more about Cazenove Capital's senior management team here. Our combined heritage, created by bringing together Schroders and Cazenove Capital, is unique in the investment world. Investing for many members of your family. For generations Cazenove Capital has helped clients get the most out of their wealth, providing a complete wealth management service, combining tailored portfolio management & wealth planning, together with private banking & treasury services. By continuing, you confirm that you have read and agree to the important information, risk warnings, privacy policy and cookies policy (you can accept all cookies by selecting ‘I agree’ or you can ‘manage cookies’ to apply only those which you are happy to allow). Cazenove Capital, a Schroders Group firm, is taking its sustainable investing goals to the next level with the launch of five new actively managed sustainable model portfolios. Kate joined in 1990 from Quilter Goodison where she started her investment career. He joined in 2016 from Architas Multi-Manager Ltd, part of the AXA group, where he was Chief Investment Officer and was responsible for all aspects of the investment activities, including investment philosophy, process and team. He chairs the Wealth Management Investment Committee and sits on the Cazenove Capital board. The main parts of the business were acquired by JPMorgan Chase in 2009 with the remains being sold to other financial institutions.. The combination of scale, diversification and stable ownership allows us to take a long-term view and focus on our clients. Perspective. Cazenove Capital Management (Cazenove Capital) is a wealth management firm based in London, United Kingdom. He is a  member of the UK Management Committee, heads one of our London Private Client Teams and is Chief Executive of our London based SEC and FCA registered business which specialises in looking after US persons. Alex joined from Barclays Wealth, where he was an Associate … Meet the team The British Patient Capital team is based in Sheffield and London. Cazenove Capital is the wealth management business of Schroders plc in the UK and Channel Islands. Cazenove Capital Management General Information Description. Cross Asset Solutions - Israel. Having worked in both Jersey and Geneva, he is experienced in offshore jurisdictions managing multi-asset portfolios and is a member of the Cazenove Research Committee which … As a long-established wealth manager with an absolute focus on preserving and growing their clients’ wealth, what … He holds the Securities & Investment Institute Diploma. Clare looks after some of our largest multi-generational family relationships, both onshore and offshore. It also catered to individuals, investment companies, pension, and, pooled investment vehicles, charitable organizations, state or municipal government entities. He also oversaw portfolio management at two of AXA group’s private banks. The team has a track record of generating strong risk adjusted returns supported by the investment resource at Schroders. She joined from Baring Asset Management where she had been Head of Private Client Service and prior to that, was Managing Director of the Paris office. Mary-Anne joined in 2001 and is Chief Executive of the business in the UK. She is also a member of the Schroder Wealth Management Executive Committee. See what employees say it's like to work at Cazenove Capital. Cazenove Capital is the wealth management arm of the Schroder Group in the Channel Islands, UK and in Asia. The positioning of the products developed was very deliberate: these were absolute return products that would prioritise a low correlation with markets. She graduated from University College, London University, with a degree in Economics and is a native French and Italian speaker. He is a member of the UK Investment Risk Committtee and also has responsibility for managing large charitable endowments. ... We offer outstanding levels of personal service from our team of experienced specialists, whose role is to tailor our range of wealth management services to meet … Cazenove Capital Management jump-started their entry into the hedge fund business in 2003 by hiring an experienced pan-European team from HSBC headed by Tim Russell. He manages some of our largest and most complex private client and trust relationships, both onshore and offshore, and has considerable experience in the tax issues facing such clients. Caspar is Chief Investment Officer. Salaries, reviews, and more - all posted by employees working at Cazenove Capital. Jeremy joined in 2002 and heads one of our London Private Client Teams. See insights on Cazenove Capital including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft. Kate is a director of Schroders Pension Trustee Ltd. She has completed the London Business School Investment Management Programme, as well as a BSc in Human Environmental Sciences from King’s College, London University. For more than 25 years, cazenove+loyd has created tailor-made journeys, small group trips and celebrations beyond expectations. Glassdoor gives you an inside look at what it's like to work at Cazenove Capital, including salaries, reviews, office photos, and more. We combined the executive team of two of North America's leading blockchain companies in finance, development, marketing & capital markets. She is Head of Wealth Management UK Client Service and is a member of the UK Management Committee. In 2005 he was appointed as Head of Investment Product Development and is currently the Head of Channel Islands. He has a Degree in Economics from the University of Cambridge. Alex joined from Barclays Wealth, where he was an Associate Director managing charity and private client investments. Nick joined in 1981 and heads the team which specialises in providing investment advice to clients of Independent Financial Advisers. Paul joined Cazenove in 2012 and is a Portfolio Director based in the Jersey Office. Working with private investors and entrepreneurs to stewards of family wealth and family offices, we're here to help you invest sustainably. For full contact details, please view all of our global offices here or select your local office from the list below: The value of your investments and the income received from them can fall as well as rise. Karan advises some of the country’s most successful entrepreneurs and their families on all aspects of their private wealth. The management of your wealth requires specialist investment expertise. Kate joined in 2005 and co-heads the Charities team. Dominic holds the Securities and Investment Institute Diploma. We are part of the Schroders group, one of the UK’s largest asset managers and a member of the FTSE 100. All content is posted anonymously by employees working at Cazenove Capital. He chairs the Schroder Wealth Management Committee and the Cazenove Capital board. To discuss your wealth management requirements, or to find out more about Cazenove Capital and our services, please contact: The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. Kate holds the Securities & Investment Institute Diploma. James is a Chartered Financial Planner. He joined from UBS where he held a number of leadership roles, including heading a desk in the London Wealth Management business. Over the past twenty years, Peter has held leadership roles in Wealth Management at UBS, Barclays and Tilney. He holds an MBA from INSEAD, France. The firm primarily provides its services to high net worth individuals. From our London office, the Americas Team is able to help you with all your wealth management needs. Mary-Anne previously spent seven years in corporate finance at Baring Brothers in London and Paris, having started her career at Chase Manhattan Bank in London. She heads one of our London Private Client Teams focussing on ultra-high net worth individuals, specialist charities and complex family groups. The combination of a global network, capital strength, broad product capabilities and a client-driven approach provides a unique and valued offering to clients. He holds an MBA from Manchester Business School, a Masters in Wealth Management from the University of Rochester and a Masters in Finance from the University of Bern. Professional adviser, lawyer or accountant. Investment Committee. Cazenove Capital’s dedicated DFM team, supported by the depth of investment resource of the Schroder Group, will work with advisers and their clients to tailor and manage a portfolio to suit their risk profile and financial goals. She is also a member of the  UK Management Committee. Giles joined Schroders in 1987 as a research analyst, initially in the UK and subsequently in Australia. Jonathan graduated from St Andrew’s University with an MA in Ancient History and holds the Securities & Investment Institute Diploma. Fund Manager. Cazenove Capital is a leading provider of personalised wealth management services to private clients, family offices, trusts, companies and pension plans. James is responsible for advising some of our largest clients on broad wealth planning issues including retirement and estate planning, investment structuring and wealth protection. Cazenove Capital's team, supported by the global strength of the Schroder Group, has the knowledge and experience to help you. This is the Cazenove Capital company profile. Head of Client Service, UK Wealth Management. In his new role as Team Head, Sejpal is responsible for taking forward Cazenove Capital’s franchise with UK business owners, an area which complements the firm’s strong reputation amongst industry-leading consultants, lawyers and accountants. Charity investment ... Cazenove Capital uses cookies to personalise and improve your site experience. Prior to joining UBS, Karan was at Barclays Wealth and Credit Suisse. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington and a member of the Healthcare team. Cazenove Capital | 9,028 followers on LinkedIn. Jonathan joined in 2008 and heads one of our London Private Client Teams. At Schroders, we have implemented measures to safeguard your account information. Cazenove Capital is part of the Wealth Management arm of the Schroders Group. First of five videos with Cazenove Capital's DFM team 14 November 2017 ... Meet the Investment Influencers: Cazenove Capital's Caspar Rock. Jonathan started his career at Quilter & Co. and subsequently moved to Rupert Loewenstein Investments, a multi-family office, where he was responsible for providing investment advice to its offshore clients. Cazenove Capital is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans. Cazenove Charities is the largest charity investment manager in the UK and is delighted to partner with ACF. Dominic also oversees our UK Charity business. The management of your wealth requires specialist investment expertise. We offer personalised discretionary and advisory investment services to a broad variety of clients, as well as wider wealth management services such as wealth planning, cash administration, deposit-taking and lending. Team Head; member of UK Management Committee. You may not get back the amount you invested. 0 Min To ensure that your online security, account access and information are not compromised, we recommend that you adopt the following security guidelines. Peter joined in 2019. She has researched and co-authored a series of publications on Charity investment best practice. Unusually for a business of our size, we are still 48% owned by the founding family. He is also a Portfolio Director with responsibility for managing a client base largely introduced by advisers. Kate was chair of the Charity Investors' Group for 12 years, standing down in 2019. This followed nearly 10 years at JP Morgan Cazenove Investment Bank, where she rose to Deputy Head of Accounting. Cazenove Capital Management is a financing advisory firm based in London, United Kingdom. Alex joined Cazenove Capital in 2009 and co-heads the Charities team. He joined from UBS where he was Head of Financial Planning. Previous to joining Cazenove Capital, Alex was Assistant Director, Banking, with Kleinwort Benson. He focuses on managing investment portfolios for large private families and their trustees as well as for charities. Cazenove Capital is the wealth management business of Schroders plc in the UK and Channel Islands. He started his career in Corporate Finance at Warburgs after graduating in Politics, Philosophy and Economics from Oxford University. Cazenove Capital Who we are. She sits on the Cazenove Capital board, chairs the UK Management Committee and is a member of the UK Investment Risk Committee. Karan Sejpal has joined from UBS in London where he was responsible for a UK Wealth Management desk. They develop strategies and establish the structures needed for the future management of your wealth. J.P. Morgan Cazenove became a wholly-owned part of J.P. Morgan in 2010, having originally operated as a joint venture between J.P. Morgan and the UK investment bank Cazenove. He previously headed the multi-manager business at AXA Framlington from 2006 to 2008. Cazenove Capital £111.33 M in annual revenue in FY 2012. The Cazenove Capital Multi-Manager Diversity Range at Schroders gives you a choice of six proven, cost effective managed portfolio solutions that could help you meet the needs of a broad range of clients The Cazenove Capital Multi-Manager Team at Schroders employs a multi-manager, multi-asset approach, selecting investment Clare joined in 1996 after graduating from St Andrew’s University with an MA in English. Cazenove Capital is the specialist wealth management division of Schroders. He has 19 years of private banking experience. Alex graduated from Durham University with a degree in History and Politics. Rising bond yields: what’s happening – and does it matter? From 1992 Giles managed a number of global emerging market funds, subsequently becoming the Product Manager for this area in 1999. Established in 1823, the firm provides financial planning and investment management services to private clients, family trusts, companies, and pension plans. To achieve this diversification within the product range, […] He joined from HSBC Investment Management (previously known as James Capel) where he spent nine years before moving to Cazenove Capital. He also has ultimate responsibility for Cazenove Capital’s UK Regional Offices. Jeremy holds a degree in Economics and Philosophy from University College, London University and the Securities & Investment Institute Diploma. Prior to joining UBS, James was a Financial Planning Director at Rathbones. Cazenove Capital is the wealth management business of Schroders plc in the UK and Channel Islands. James joined in 2012 and is Head of Wealth Planning. Meet the GDA team. Cazenove Capital | 8,964 followers on LinkedIn. Kate holds a BSc (Hons) in Natural Sciences from the University of Durham and is a CFA charter holder. This website is for those who are eligible to view it only. He is Global Head of Wealth Management for the Schroders Group and sits on the Schroder Group Management Committee. He is a member of the UK Investment Risk Committtee and also has responsibility for managing large charitable endowments. Cazenove Capital Management in Guernsey is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans. Professional adviser, lawyer or accountant. She also regularly writes on charity investment in the sector press and has won a Women in Investment Award for her work with the Charity Commission and the FCA to help create a new charity investment vehicle. The investment firm is targeting investors who consciously choose portfolios making a positive impact on social and environmental causes. Alex joined Cazenove Capital in 2009 and co-heads the Charities team. Security Information. Best Places to Work 2021 NEW! Meet the team. The Cazenove Capital DFM Team works exclusively with the financial adviser community. We offer personalised discretionary and advisory investment services to a broad variety of clients, as well as wider wealth management services such as wealth planning, cash administration, deposit-taking and lending. She is a Chartered Fellow of the Securities and Investment Institute. He is a Fellow of the Securities Institute and a CFA charter holder. He is also responsible for all aspects of wealth planning at Cazenove Capital. The management of your wealth requires specialist investment expertise. Cazenove Capital | 8,961 followers on LinkedIn. Karan joined in 2019 and heads a London-based team focussed on developing relationships with UK business owners and entrepreneurs. He holds Diplomas in Retail Banking Conduct of Business and Mortgage Advice and Practice. He started his career with the charity team at James Capel (which subsequently became HSBC Investment Management) in 1998. Doron Cohen. Jeremy chairs the UK Investment Risk Committee, is a member of the Wealth Management Investment Committee and a member of the UK Management Committee.