Market News

Alex Baily and Kate Rogers announced as new Co-Heads of Charities

Cazenove Capital is today announcing that Alex Baily and Kate Rogers have been appointed as Co-Heads of Cazenove Capital’s charities division, part of the Schroders Group.

Alex and Kate both have over 20 years of experience investing on behalf of charities, endowments and foundations and were both Portfolio Directors previously.

Cazenove Capital’s charities division is the leading manager of charitable assets in the UK, trusted by over 900 charity clients. The team, of 24 charity specialists, is able to offer  a broad range of investment services, backed by the significant resource of a global asset management company, Schroders. This market leadership was confirmed as they were named Charity Investment Manager of the Year in the Citywealth Magic Circle Awards in spring.

The announcement follows Giles Neville’s appointment as Deputy Chief Executive of Cazenove Capital’s Channel Islands business, with incumbent Chief Executive Julian Winser’s planned retirement at the end of March next year.

Mary-Anne Daly, Chief Executive, Cazenove Capital UK, commented:

“I am delighted that Alex and Kate have been appointed to lead our charities division and want to thank Giles for the significant contribution he has made in developing our business in this field. I  look forward to working with them all in their new roles”.

 

For further information, please contact:

Estelle Bibby, Head of Media Relations

Tel: +44 (0) 20 7658 3431/ Estelle.Bibby@Schroders.com

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Registered Office at 1 London Wall Place, London EC2Y 5AU. 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 and monitored. 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com