PERSPECTIVE3-5 min to read

Tech and fintech exits: a wealth manager’s perspective

In a recent interview with Fintech Finance, Freddie Lower explains how a wealth manager can support business owners and founders through the sale process in a still challenging market


The pace of early-stage business exits slowed dramatically over the past eighteen months. However, as excitement about AI grows, and the peak in US and UK interest rates comes into view, there are signs that confidence is returning.

In a recent interview with Fintech Finance, Freddie Lower, Portfolio Director at Cazenove Capital, discussed trends in the market and how we work with founders and owners.

Watch the full video here

To read more about how we’ve supported business owners through the sale of their business, you might like to read:

Navigating the twists and turns of a business sale

Issued in the Channel Islands by Cazenove Capital which is part of the Schroders Group and 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. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.



Selling your business

Cazenove Capital is a trading name of Schroders (C.I.) Ltd which is licensed under the Banking Supervision (Bailiwick of Guernsey) Law 2020 and the Protection of Investors (Bailiwick of Guernsey) Law 2020, as amended in the conduct of banking and investment business. Registered address at Regency Court, Glategny Esplanade, St. Peter Port, Guernsey GY1 3UF, (No.24546) . Schroders (C.I.) Limited, Jersey Branch is regulated by the Jersey Financial Services Commission in the conduct of investment business. Registered address at 40 Esplanade, St. Helier, Jersey JE2 3QB, (No.31076).

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.