News releases

Cazenove Capital wins Private Investment Office of the Year

17/05/2016

Cazenove Capital had an exceptionally successful evening at the Citywealth 2016 Magic Circle Awards last week, being shortlisted in all eight eligible categories and winning or achieving runner up in five of those.

The company was awarded Private Investment Office of the Year, Private Bank of the Year and was also recognised for its dedication to achieving diversity in the workplace. Mary-Anne Daly, Deputy Chief Executive, was shortlisted as Diversity Role Model and Kate Leppard, Deputy Head of UK Private Wealth Management, was named Woman of the Year.

These awards come shortly after the company’s success at the 2016 PAM Awards where Cazenove Capital won two Client Service Quality awards in both the High Net Worth and Ultra High Net Worth categories.

Citywealth 2016 Magic Circle AwardsPAM Awards 2016
  • Private Investment Office of the Year – Winner
  • Private Bank of the Year - International – Winner
  • Woman of the Year - Kate Leppard – Winner
  • Financial Advisory Firm of the Year – Runner Up
  • Private Wealth Managers – Runner Up
  • Charity Investment Manager of the Year – Shortlisted
  • Private Client Asset Manager of the Year - Institutional – Shortlisted
  • Diversity/Gender: Positive Role Model of the Year – Mary-Anne Daly – Shortlisted
  • Client Service Quality – HNW – Winner
  • Client Service Quality – UHNW – Winner
  • Image and Reputation – HNW – Finalist
  • Image and Reputation – UHNW – Finalist
  • Total Wealth Solutions – HNW – Finalist
  • Total Wealth Solutions – UHNW – Finalist 

Mary-Anne Daly, Deputy Chief Executive, commented:
"We are delighted with every one of these accolades and particularly pleased to have been chosen as Private Investment Office of the year; we manage almost £10 billion on behalf of about 100 families each with investments of more than £25 million with us (at 31 March 2016), making us one of the largest multi-family offices in the UK."

 

For further information, please contact:

Charlotte Banks, Communications
+44 (0)20 7658 2589
charlotte.banks@schroders.com

Stephanie Cooper, Communications
+44 (0) 20 7658 1391
stephanie.cooper@cazenovecapital.com

 

Notes to editors

Cazenove Capital is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans. We work in partnership with external financial advisers to develop and implement tailored portfolios for their clients as well as providing model portfolios.

As the wealth management business of Schroders in the UK, Channel Islands and Asia, our significant family ownership and financial strength enables us to genuinely take a long-term view and focus on the needs of our clients. The wealth management arm of Schroders plc manages £33 billion globally on behalf of clients (at 31 March 2016).

For more information, please visit www.cazenovecapital.com

Important information

Issued in the UK by Cazenove Capital Management which is a trading name of Schroder & Co. Limited, 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Issued in the Channel Islands by Cazenove Capital Management which is a trading name of Schroders (C.I.) Limited, licensed and regulated by the Guernsey Financial Services Commission for banking and investment business; and regulated by the Jersey Financial Services Commission. For your security, communications may be taped or monitored.

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 Management is a trading name of Schroder & Co. Limited. Registered Office at 31 Gresham Street, London EC2V 7QA. 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 taped or monitored.