03MAY 2017
9:30 am

The Savoy Hotel
River Entrance, Savoy Place, LondonWC2R 0BL

Annual Private Client Investment Seminar

This event has ended

You can download the presentation slides below


9.30 am      Registration and coffee

10.00 am    Welcome: Mary-Anne Daly, Head of Wealth Management

10.05 am    The global economy: Richard Jeffrey, Chief Economist

10.20 am    Investment strategy in a new world disorder: Caspar Rock, Chief Investment Officer

10.35 am    Trump – the personality, the presidency and the “finely tuned machine": Emily Maitlis, Journalist and BBC Newsnight presenter

11.00 am    Harnessing the data deluge: Alex Tedder, Head of Global Equities, Schroders and Ben Wicks, Head of Research Innovation, Schroders

11.25 am    Tea and coffee

11.50 am    Making money from mathematics: David Harding, Founder and Chief Executive Officer, Winton Capital

12.15 pm    Q&A with all morning speakers led by Caspar Rock

12.35 pm    Why baby boomers should give their children back their future: Lord Willetts, Executive Chair of the Resolution foundation; former Minister for Universities and Science

1.00 pm     Drinks and light lunch

If you have any questions that you would like answered by the speakers at the event or should you have any other queries, please email Katie Harvey-Smith.

Download presentation slidesPlease note that printed copies of the slides will be provided on the day.


  • A new world disorder?

    Harnessing the insights of big data

Date and Venue

03MAY 2017

The Savoy Hotel

River Entrance, Savoy Place, London , WC2R 0BL


Mary-Anne Daly

Cazenove Capital
Head of UK Wealth Management

Mary-Anne joined in 2001 and heads the Wealth Management business in the UK. 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 previously spent 7 years in corporate finance at Baring Brothers and 7 years at Chase Manhattan Bank in London.

Richard Jeffrey

Cazenove Capital
Chief Economist

Richard Jeffrey is Chief Economist at Cazenove Capital and is responsible for the macro-economic framework that supports the investment process. He joined in 2008. Since completing a Master’s degree in Quantitative Economics, Richard has worked as a professional macroeconomist and market strategist. Richard has 37 years’ investment experience and appears frequently on radio and television and writes for a number of journals. He works with a number of think-tanks and academic organisations and currently sits on the Finance Committee of Bristol University.

Caspar Rock

Cazenove Capital
Chief Investment Officer

Caspar Rock joined Cazenove Capital in September 2016 and is Chief Investment Officer. He joined from Architas Multi-Manager Ltd, a part of the AXA group, where he was Chief Investment Officer and responsible for all aspects of the investment activities, including investment philosophy, process and team. He also oversaw portfolio management at two of AXA group’s private banks. He previously headed up the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington as well as a member of the Healthcare team. He has 29 years’ investment experience. 

Emily Maitlis

Journalist and BBC Newsnight presenter

Emily Maitlis is one of the most recognized faces on television news. She is part of Newsnight’s core presenting team, recently leading their coverage of President Trump’s election and his first 40 days in office. She combines this role with working alongside David Dimbleby and Jeremy Vine to front the General, Local and US elections. Emily was part of the core news team for BBC’s News Channel and anchored BBC2’s new current affairs programme This Week’s World.

Emily is also a documentary maker and in 2011, secured an exclusive television interview with Facebook founder Mark Zuckerberg, which formed the basis of her much-acclaimed BBC2 documentary, 'Inside Facebook: Zuckerberg's $100 Billion Gamble'. Her other documentaries have been on subjects as diverse as Donald Trump, Nicolas Sarkozy and Barbie. She has also interviewed major political figures such as Bill Clinton, Henry Kissinger and Christine Lagarde, as well as all four of the last UK prime ministers. She has interviewed key figures from the world of sport, entertainment, and business - David Beckham, Hugh Grant, George Soros, to name but a handful.

Prior to working in news, Emily was a documentary maker in Cambodia and China. She spent six years working with NBC Asia, initially as a business reporter and then as a presenter in Hong Kong, covering the collapse of the tiger economies in 1997. She also covered the transfer of sovereignty over Hong Kong with Jon Snow for Channel 4. She then moved to Sky News in the UK as a business correspondent, and to BBC London News when the programme was re-launched in 2001.

She speaks French, Spanish, Italian (and English) but, contrary to popular belief, her Mandarin Chinese isn't so hot.

Alex Tedder

Head of Global Equities

Alex joined Schroders in July 2014 and is Head & CIO of Global Equities. Alex joined Schroders from American Century Investments in New York, where he was Senior Vice President and Senior Portfolio Manager (Global and Non-US Large Cap Strategies). He was lead manager of the American Century International Growth Fund (TWIEX) from July 2006 until March 2014 Prior to this, he was with Deutsche Asset Management Ltd, where he worked in various capacities including Managing Director and Head of International Equities / Portfolio Manager. He was lead manager of DWS International Select Equity Fund (MGINX) from May 1995 to September 2005. He also previously served as co-manager of DWS International Fund, DWS Worldwide 2004 Fund, Deutsche Global Select Equity Fund and Dean Witter European Growth Fund Alex initially joined Schroders in 1990, working in the UK and Germany where he was responsible for promoting European Equity mandates alongside Schroders' Private Equity operation . Alex has an MA in Economics and Business Administration from the University of Freiburg/Fribourg, Switzerland.

Ben Wicks

Head of Research Innovation

Ben joined Schroders in 2013 and is portfolio manager for Schroders’ Global Climate Change strategy and has lead responsibility for Data Insights across Schroders’ equity division. Prior to this, Ben was the Global Sector Specialist with responsibility for energy. Ben joined Schroders’ Global and International Equity team in March 2013 as an equity analyst supporting the team’s research effort for its Global Climate Change and Global Resources strategies. Ben initially joined Schroders in 1999 as a graduate. From 2000 Ben was an analyst with Schroders’ Pan European research team where he had responsibility for construction, basic materials and oil & gas sectors. He later became a global basic materials sector specialist and spent time working as an EAFE portfolio manager  Ben left Schroders in 2005 to work for the UK Government as a senior analyst conducting geopolitical risk analysis before returning in 2013 Ben has a BA (Hons) from Oxford University in History and Modern Languages (French) .

David Harding

Founder & CEO

David Harding is the Founder and CEO of Winton. Since graduating from Cambridge University with a degree in natural sciences, he has started two of the world’s leading quantitative investment companies: AHL and Winton. Today Winton advises on over US$30billion of assets for clients all around the world.

Winton is a British-based global investment management company. The firm was founded in 1997 on the belief that the scientific method offers the best approach to investing. By finding patterns in large volumes of data, Winton’s researchers build intelligent investment systems which evolve over time. The investment decisions are driven by statistical inference based on the empirical analysis of data, rather than instinct or intuition.

David’s books:

Making money from mathematical models

The pit and the pendulum

Lord Willetts

Resolution Foundation
Executive Chair

The Rt Hon. Lord David Willetts is the Executive Chair of the Resolution Foundation. He served as the Member of Parliament for Havant (1992-2015), as Minister for Universities and Science (2010-2014) and previously worked at HM Treasury and the Number 10 Policy Unit.

Lord Willetts is a visiting Professor at King’s College London, Governor of the Ditchley Foundation, Chair of the British Science Association and a member of the Council of the Institute for Fiscal Studies.

Lord Willetts has written widely on economic and social policy. His book ‘The Pinch’ was published by Atlantic Books in 2010.


Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

John Gordon

John Gordon

Business Development Director
James Gladstone

James Gladstone

Head of Wealth Planning