Cazenove Capital builds on its regional presence with key hires

Cazenove Capital, the UK Wealth Management business of Schroders, is today announcing the appointment of five senior hires to boost its regional presence. Portfolio Directors Simon Pearson, Richard Walker, Simeon Livesey and Mark Mace join from UBS to cover the North West and Robert Nye joins from LGT Vestra to cover the South West.  Future plans are in place to open a new office in Manchester in Q1 2021, and to establish a local presence in Bristol, Birmingham and Leeds. Simon Pearson and Robert Nye will be responsible for heading the respective teams in Manchester and Bristol.

Today’s announcement forms part of Cazenove Capital’s strategy to extend its current business with Business Owners and Entrepreneurs by hiring in the regions. Expanding our regional presence will ensure that more business owners, entrepreneurs and other wealthy families can benefit from personalised local client service and the breadth of Cazenove Capital’s investment and wealth planning offering. This regional strategy will also allow the business to serve the high net worth clients, based in and around major regional hubs, of Lloyds Bank with whom the Schroders Group recently established a strategic partnership.

Mary-Anne Daly, Chief Executive at Cazenove Capital, said:

This is an important step in Cazenove Capital’s strategy to widen our established franchise with the many talented founders and executives of successful businesses across the UK. The recent hires are a testament to Cazenove Capital’s standing as an employer of choice for experienced advisers attracted by our client-centric culture and reputation for providing high quality advice.”

Karan Sejpal, Team Head responsible for Business’ Owners and Entrepreneurs and the UK Regions said:

We are excited to have attracted such high calibre individuals and I look forward to working with them. We are in an exceptional position to serve this regional client base well as part of the Schroders Group, a major FTSE 100 company still largely owned by the family who founded it over 200 years ago, whose focus is on building long-term relationships of trust.”

North West Team

Simon Pearson joins from UBS where he was the head of the North West. Simon has been advising wealthy individuals and families in the North of England for over 25 years, with UBS and previously Lloyd's Bank. He is a Member of the Chartered Institute for Securities & Investments and holds the Private Client Investment & Management qualification.

Mark Mace has significant experience in the wealth management industry having held a number of different roles at UBS and Barclays Wealth. He has been advising wealthy individuals and corporations for over 20 years. He is a Member of the Chartered Institute for Securities & Investments and holds the Private Client Investment & Management qualification.

Simeon Livesey has worked in Financial Services since graduating with First Class Hons in 2004. He brings extensive experience of working with wealthy individuals, families and business owners throughout the North West from his time at UBS & Coutts. He is a Member of the Chartered Institute for Securities & Investments and holds the Private Client Investment & Management qualification.

Richard Walker has over 20 years’ experience in the financial services industry providing advice to High Net Worth individuals, trusts and pension funds in the management of their investments. He is a Fellow of the Chartered Institute for Securities and Investment.

South West Team

Robert Nye  joins from LGT Vestra Bristol where he was a Wealth Manager advising entrepreneurs and business owners in South West of England. Prior to LGT Vestra Robert spent 6 years at Barclays Wealth, also in their Bristol office. Robert is a CFA charter holder, a Chartered Member of the Securities Institute and holds a BSc (Hons) in Economics from Nottingham University.

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 is a trading name of Schroder & Co. Limited. Registered Office at 1 London Wall Place, London EC2Y 5AU. 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.