Your Wealth Matters

24MAY 2017
10:00 am

Ellenborough Park
Southam Road, Cheltenham SpaGL52 3NJ

Cheltenham

This event has ended

About

Please note this event has now closed. If you would like to attend, please email YWM@cazenovecapital.com

Join us at Ellenborough Park, Cheltenham on Wednesday 24th May where we will cover:

  • An economic update
  • How to utilise tax allowances for today and the future
  • How recent changes to the pension and savings environment may provide opportunities

Please find full event details below. If you have any further queries please contact:

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Date and Venue

24MAY 2017

Ellenborough Park

Southam Road, Cheltenham Spa , GL52 3NJ


Speakers

John Gordon

Cazenove Capital
Head of Business Development
John joined in 1984 and is Head of Business Development, working closely with the Private Wealth Management teams to facilitate and coordinate their business development efforts. Prior to his current role, John began managing private client portfolios in 1989, initially managing private client portfolios and trusts, before joining the dedicated charity team. In addition, John is a non-executive Director of a substantial private property company and is a trustee and treasurer of a charity. He has 29 years’ investment experience and is a member of the Securities Institute (diploma).

Richard Jeffrey

Cazenove Capital
Chief Economist
Richard is Chief Economist and responsible for the strategic framework that supports the investment teams. He joined in 2008. Since completing a Masters degree in Quantitative Economics, Richard has worked as a professional macroeconomist and market strategist in the City of London. Richard has 35 years’ investment experience.

Marco Malagoni

Cazenove Capital
Wealth Planner
Marco is a Wealth Planner and a member of the team within Private Wealth Management responsible for advising private clients on their pension planning and also on inheritance tax, CGT and income tax optimisation. Marco has over 10 years’ experience and holds the Diploma in Financial Planning.

Rob Rydon

Cazenove Capital
Portfolio Director and Team Head
Rob joined in 2010 as a Portfolio Director. He heads up one of our London based teams which is responsible for managing portfolios for a wide variety of private clients, trusts and foundations, both onshore and offshore. Rob joined from Merrill Lynch Portfolio Managers where he spent much of his career after an equally long spell at James Capel Investment Management. Rob is a graduate of Oxford University, has 30 years of investment management experience and holds the Securities Institute Diploma.

Henry Fea

Charles Russell Speechlys
Partner
Henry is a private client lawyer with a broad range of experience, gained from working in both the UK and Geneva. His domestic work includes advising on tax and succession planning, the establishment and operation of trusts and charities, landed estates, heritage property, UK Wills, probate and the administration of estates. Internationally he advises on tax and trust matters and he has particular expertise in advising on becoming, and ceasing to be, UK resident, the establishment and operation of offshore trusts and ownership structures for UK property. He has extensive experience of advising on regularising tax affairs in the UK and abroad, particularly through the Liechtenstein Disclosure Facility and the UK/Swiss Agreement. Henry's clients include UK domiciled and non-UK domiciled individuals, families, trustees, foundations, foreign lawyers, banks, private companies and trust companies, and he regularly works alongside other professionals.