Events

25MAY 2017
10:00 am

Rudding Park Hotel, Spa & Golf
Rudding Lane, Follifoot, HarrogateHG3 1JH

Your Wealth Matters seminars

Harrogate

This event has ended

You can download the presentation slides or watch the presentation recording below

About

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

Join us at Rudding Park, Harrogate on Thursday 25th 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

25MAY 2017

Rudding Park Hotel, Spa & Golf

Rudding Lane, Follifoot, Harrogate , HG3 1JH


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.

Andrew Playle

Mills & Reeve
Private Client Partner
Andrew is a Private Client Partner at Mills & Reeve. He focuses on providing trusts, Wills and related advice (e.g. Lasting Powers of Attorney) and assists clients with the succession of their wealth whilst minimising and managing risks such as family disputes, divorce in the family and tax. The Spears 500 (2015) lists Andrew as one of only ten UK based recommended Tax and Trust Lawyers.

Max White

Cazenove Capital
Portfolio Director
Max joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2014. He started his career at Morgan Stanley & Co. International in London advising and broking to Scandinavian Institutions and Family Offices. He then focused on the British Isles as an investment adviser. After 8 years at Morgan Stanley, Max moved to Berenberg to start their London private banking business. Max is a graduate of the University of Sheffield in the UK and Allegheny College, Pennsylvania, in the US. He is FCA registered, holds the Private Client Investment Advice and Management qualification (PCIAM) and is a Member of the Chartered Institute for Securities and Investment. Max has 15 years of investment experience.