Cazenove Capital announces its eighteenth senior hire across the UK, in response to continued client demand in the North East of England

15 December 2022

Cazenove Capital, the leading wealth management arm of the Schroders Group, is delighted to announce that it has appointed Oliver York in the newly created role of Portfolio Director, in response to the continued client demand in the North East (NE) of England. This announcement follows the appointment of another senior hire in the North East, Stephen Wilson, Portfolio Director, who joined the firm in July 2022.

Oliver brings with him over 10 years' experience in the financial services industry. He has previously advised business owners, entrepreneurs, high-net-worth individuals and their families on all aspects of their wealth at both Brewin Dolphin and UBS. He will work closely with Simon Pearson, Cazenove Capital’s Regional Head for the North of England, to service the existing client base, whilst also supporting the growing community of business owners and entrepreneurs.

Today’s announcement completes Cazenove Capital’s growth ambitions for 2022. Since January 2020, the firm has appointed 18 senior hires across the country and opened offices in both Manchester and Birmingham. Today the business has offices and a presence in Oxford, Chester, Birmingham, Manchester, Edinburgh, Bristol, and London.

Oliver York, Portfolio Director, Cazenove Capital, commented:

“I am thrilled to be joining Cazenove Capital at a time when the business is growing rapidly across the UK. Cazenove Capital has a proven global investment proposition, covering all areas of wealth management for its clients.

I look forward to working with clients and forming a trusted relationship over the long term, ultimately helping to both preserve and grow their wealth.”

Karan Sejpal, Head of Business Owners and Entrepreneurs, and Head of Regions, Cazenove Capital, commented:

“Today’s announcement completes our extensive UK regional expansion for 2022. We now have Portfolio Directors operating in all of the key regional hubs. Oliver is the second regional hire in the last six months covering the North East demonstrating, not only our ambition to continue expanding our regional footprint, but also the client demand for tailored wealth management.”

Simon Pearson, Regional Head – North, Cazenove Capital, commented: 

“I’m delighted to welcome Oliver to our team. We continue to bring in talented, knowledgeable and experienced client advisors to service business owners, wealthy individuals and their families across the North East.”

ENDS

For further information, please contact:

Estelle Bibby, Head of Marketing and Communications               +44 20 7658 3431                estelle.bibby@schroders.com

Laura Keeble, Marketing Manager                                                   +44 20 7658 1615            laura.keeble@schroders.com

Note to Editors

About Wealth Management

As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us.

Private individuals, family offices, trusts, institutions and charities all rely on us to benefit from bespoke wealth management services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are the largest charity fund manager by assets under management in the UK.

For two centuries we have helped clients look forward to a successful future. With each client, we plan for the long term and will always seek a detailed understanding of their unique circumstances, goals and ambitions. Most of our clients, and many of our own people, work with us for years, decades and even generations. This creates relationships of unusual depth.

Our experience of navigating complex markets and adapting to change helps us balance risk and reward. The investment expertise we call upon as part of Schroders, a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.

Wealth Management office locations

Cazenove Capital: UK and Channel Islands. Schroders Wealth Management: Singapore, and Switzerland.

Schroders Wealth Management, including Cazenove Capital, has £109.4 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 30 June 2022.

Further information about Cazenove Capital can be found at www.cazenovecapital.com.

Issued by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroder & Co. Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

When investing, your capital is at risk.

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.