Cazenove Capital is a wealth management firm headquartered in London, England.
This page will explore the profile of Cazenove Capital, including:
- What is Cazenove Capital?
- Who owns Cazenove Capital?
- What does Cazenove Capital do?
- Cazenove Capital Team
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Cazenove Capital offers personalized discretionary and advisory investment services, wealth planning, cash administration, deposit-taking, and lending to private clients, family offices, trusts, and organizations.
What is Cazenove Capital?
Cazenove Capital was founded in 1823 and became renowned for its expertise in wealth management, serving private clients, families, and institutions.
In 2013, Cazenove Capital merged with the wealth management division of Schroders, a global investment manager with a history spanning over 200 years. This merger combined their extensive heritages, enhancing their ability to serve clients’ financial goals.
Schroders Wealth Management is part of the Schroders Group, which is listed among the top 100 companies on the London Stock Exchange. The merger has allowed Cazenove Capital to benefit from Schroders‘ global investment expertise while maintaining its focus on personalized wealth management services.
Cazenove Capital maintains a global presence with offices in key financial centers, including London, Frankfurt, Guernsey, Hong Kong, Jersey, Singapore, Geneva, and Zurich.
What does Cazenove Capital do?
Cazenove Capital provides tailored wealth management services, including portfolio management, wealth planning, and banking and lending solutions.
The company emphasizes sustainable investment practices and offer specialized services such as business exit planning and philanthropic advisory.
Through discretionary fund management, Cazenove Capital also works with financial advisers to create customized portfolios for clients. Their offerings are designed to preserve and grow wealth while addressing individual financial goals and values.
Financial performance
As part of Schroders, Cazenove Capital benefits from the resources and expertise of a global investment manager, managing over £770 billion in assets as of June 30, 2024. This affiliation enables Cazenove Capital to offer clients a comprehensive range of investment services backed by substantial industry experience.
Cazenove Capital Team
Executive Board Members:
The company shares Schroders Wealth Management‘s leadership team, which comprises experienced professionals dedicated to providing comprehensive wealth management services.
- Peter Hall: Chair of Wealth Management, overseeing the strategic direction and operations of the wealth management division.
- Mary-Anne Daly: Global Head of Schroders Wealth Management, responsible for leading the firm’s wealth management activities worldwide.
- Caspar Rock: Chief Investment Officer, guiding the firm’s investment strategies and policies.
- Helen Fitzgerald: Chief Financial Officer, managing the financial operations and planning of the wealth management division.
- Nigel Drury: Chief Risk Officer, overseeing risk management frameworks and ensuring compliance with regulatory standards.
Non-Executive Board Members:
- Charlie Porter: Provides independent oversight and brings external expertise to the board’s deliberations.
- Sue Harris: Offers independent guidance, contributing to the board’s governance and strategic decision-making.
- Paul Drechsler: Serves as a non-executive director, bringing a wealth of experience to support the firm’s governance.
Cazenove Capital Offices
Cazenove Capital maintains a network of offices across the UK to provide localized wealth management services. Their UK offices are located in:
- London: 1 London Wall Place, London, EC2Y 5AU.
- Birmingham: 2 Chamberlain Square, Birmingham, B3 3AX
- Bristol: 10 Victoria Street, Bristol, BS1 6BN
- Chester: Liverpool House, Lower Bridge Street, Chester, CH1 1RS
- Edinburgh: 24-25 Charlotte Square, Edinburgh, EH2 4ET
- Manchester: 11th floor, Two St Peter’s Square, Manchester, M2 3AA
- Oxford: King Charles House, Park End Street, Oxford, OX1 1JD
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