Meet the team
Sorry, this search did not return any results.
Co-head of Charities
Alex joined Cazenove Capital in 2009 and co-heads the Charities team. He is a member of the UK Investment Risk Committee and also has responsibility for managing large charitable endowments. Alex joined from Barclays Wealth, where he was an Associate Director managing charity and private client investments. He started his career with the charity team at James Capel (which subsequently became HSBC Investment Management) in 1998. Alex graduated from Durham University with a degree in History and Politics. He is a Fellow of the Securities Institute and a CFA charter holder.
Co-Head of Charities and Fund Manager
Tom joined Schroders and began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management. He is now a Portfolio Director and Team Leader with responsibility for a number of segregated portfolios and clients invested in a Schroder common investment fund, the Charity Multi-Asset Fund and the Charity Responsible Multi-Asset Fund. Tom is a chartered member (FCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course. He is a trustee of the Natasha Allergy Research Foundation.
Head of Charity Investment
Nick joined Schroders in 1993 after three years with investment and actuarial consultant Watson Wyatt and is Head of Charity Investment. He is chairman of Schroder's Charity Investment Committee and is an associate member of the UK Society of Investment Professionals. In 1994 he was the winner of the Wincott Foundation Prize (Institute of Investment Management and Research). Nick has a BSc (Hons) 1st Class Degree in Mathematics from Warwick University.
Head of Sustainability
Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 15 years at Schroders and Cazenove. She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham, is Chair of her local community foundation, Vice-Chair of her local primary school and Chair of the Finance Committee of the Cripplegate Foundation. She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle.
She has researched and co-authored a series of publications on Charity investment best practise including 'For Good and Not For Keeps', which examines sustainable expenditure, ‘Intentional Investing’, which researches how charities can align their investment policy with their aims as an organisation, and more recently ‘Time and Money’, which explores how charities can make the best use of longevity. Kate was chair of the Charity Investors' Group for 12 years, standing down in 2019. In this role she collaborated with CFG and authored a guide to written investment policies. Kate also regularly writes on charity investment in the charity sector press.
Jeremy joined Cazenove Capital in 2005, as a member of the institutional and charity client service team. He is currently responsible for managing portfolios for charities, corporate bodies and pension schemes on both a segregated and pooled funds basis. He was previously at Collins Stewart/Natwest Stockbrokers managing advisory and discretionary portfolios in the private client division and is a Fellow of the Chartered Institute for Securities and Investment. He graduated from Birmingham University with an MA degree in International Relations. He is a member of the Sustainability Asset Class Committee and the Charity Investment Committee, as well as being responsible for the Charity Authorised Investment Funds. He is also a primary school governor.
James joined from Rathbones where he spent 8 years as an Investment Director and Head of Business Development in the Charity Team.
James has previously worked at a number of firms in charity and university focused roles, is a regular speaker at charity webinars and conferences and has written numerous articles for the charity press.
James is trustee and honorary treasurer of a benevolent charity and is a Fellow of the Chartered Institute for Securities and Investment.
Edward joined the team in 2021. He graduated from Oxford University in 2007 and spent a year working at the BBC before joining Ruffer. He started in equity research, including three years in Hong Kong, before returning to London to manage portfolios on the Charity/Institutional team. At Cazenove he sits on the Hedge Fund & Multi-Asset committee and is a Fellow of the Chartered Institute for Securities and Investment. He supports several charities and volunteers at a livery company.
Ben joined Schroders in 2009 and currently works as a Portfolio Director within the Charities team. Alongside managing client portfolios, he sits on the Charity Investment Committee and the UK Equity, Global Equity and Property Asset Class Committees. Ben is a Chartered Wealth Manager and holds the IMC and PCIAM qualifications. He studied Classics at Royal Holloway, University of London.
Lucinda graduated from Exeter University with a degree in Economics and Social History and joined Cazenove Capital in 1993. She is a Team Leader in the Charity Department with specific responsibility for managing discretionary client portfolios. Within Wealth Management she is a member of the Charity Investment Committee and sits on both the Commercial Property and Global Equity Asset Class Committees. She is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Governor of Reed’s School in Cobham and Chairman of the Cazenove Charitable Trust.
Emily joined Cazenove Capital after graduating from Trinity College Dublin with a degree in Economics and Philosophy. Emily has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director, responsible for managing charity investment portfolios. She is a member of two asset class investment committees and sits on the direct equity risk committee at Cazenove. Emily supports several charities and volunteers at two community organisations in East London.
Portfolio Director and Sustainable Investment Specialist
Emilie joined Schroders in 2011 and currently works as a Portfolio Manager within the Charities team. Emilie is responsible for managing both segregated and pooled portfolios under discretionary, advisory and execution only mandates. Alongside managing client portfolios, Emilie sits on the Ethical Investment Committee. Emilie holds the CISI Chartered Wealth Manager Diploma and the CISI IAD Securities and IMC qualifications. She studied business and management at University of Chichester.
Adam joined Cazenove Charities in 2018. He previously worked with charities, private clients and trusts at Thesis Asset Management and Royal Bank of Canada. Adam has a degree in Natural Sciences from the University of Durham and holds the Chartered Wealth Manager and PC Investment Advice & Management qualifications.
Claire graduated from Edinburgh University with an MA in Modern Languages and joined Schroders in 1993. Claire is a fund manager of both charity and pension fund portfolios, having previously worked for James Capel Fund Management as a fund manager and UBS Phillips and Drew as an overseas research analyst.
Daisy joined Schroders in 2015 after graduating from the University of Bristol with a degree in Politics. Daisy has completed the Diploma in Wealth Management (CISI Level 7) and is a Portfolio Manager, responsible for managing charity investment portfolios. Prior to joining the Charities team in 2022, Daisy worked for the multi-asset investment team at Schroders, in both London and New York. Daisy sits on the specialist asset class committee.
Assistant Portfolio Manager
Matt joined Cazenove Capital in 2019 having been previously part of Invesco’s fixed income investment team. Matt specialises in investment on behalf of charities, endowments and foundations particularly those with a Sustainability focus. He is also a member of Cazenove Capital’s fixed income asset class group and Sustainable Investment Committee. Matt is a CFA Charterholder and also holds the Investment Management Certificate. Matt graduated with a BSc (Hons) Economics with European Study (1st), University of Exeter/Copenhagen Business School.
Belinda joined Cazenove Capital in January 2014 initially working as a Novation Analyst. She has since been appointed an Assistant Portfolio Manager within the Charities team. She graduated from the University of Manchester with a BSc (Hons) in Psychology. Belinda holds the Investment Management Certificate and has passed CFA Level II. Belinda sits on the UK Equity, Structured Products and Money Market Asset Class Committees.
Harry joined Cazenove Capital on the Graduate Scheme in 2018 having graduated from Durham University where he read History. He is now a Portfolio Manager and Assistant Fund Manager, responsible for managing charity investment portfolios alongside the Cazenove Charity Multi-Asset Fund. Harry is a CFA Charterholder and also holds the Investment Management Certificate.
Senior Client Services Executive
Rebecca joined Schroders in 2010 initially as a Team Assistant, having previously worked in Australia. She is now a Senior Client Services Executive on the Charities team providing support to both the Portfolio Directors and directly to clients. Rebecca also oversees e-Services within the team, which provides online access to account information for our clients. In addition to her role on the Charities team she is also secretary of the Charity Investors' Group, an independent body promoting a greater understanding of investment related issues within the charity sector.
Business Development Manager
John joined Schroders in 1993 as a client executive in the institutional area and moved to the charities team in 2006 where he works as a business development manager. He has a BA (Hons) in Politics from the University of London, has passed the Investment Management Certificate and has passed the CISI Private Client Investment Advice and Management. He is a chartered member of the Chartered Institute for Securities and Investment.
Naomi graduated from The University of Sheffield with a degree in Economics. Naomi is the product executive for all the Charity Funds within Cazenove and is the primary point of contact for unitholders. She started her career at Rathbones, working with advisers and intermediaries within a sales and business development function. Naomi is a mentor for young females trying to break into the asset management industry as well as supporting a number of charities within Essex and East London.