Meet the team
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Co-head of Charities
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.
Co-head of Charities
Alex joined Cazenove Capital at the start of 2009. He is a Portfolio Director in the charity team, with specific responsibility for managing both segregated and pooled portfolios. Alex joined from Barclays Wealth, where he was an Associate Director managing both charity and private client investments. He started his career with the charity team at James Capel (which subsequently became HSBC Investment Management) in 1998. He is a Fellow of the Securities Institute and a CFA charter holder. Alex graduated from Durham University with a degree in History and Politics.
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 also a member of the ethical investment and fixed income committees and 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 Barings, CCLA and Coutts in charity focused roles, is a regular speaker at charity conferences and has written numerous articles for the charity press.
James is an ex-officio adviser to a UK Charity, where he was formerly trustee and chair of the Finance Committee and is a Fellow of the Chartered Institute for Securities and Investment.
Nathalie joined Cazenove Capital after graduating from Leeds University in 2008 with a BSc in Sports Science where she was also an athletic scholar. Nathalie has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director within the Charity team. She is Chair of the European Equity Fund Committee and a member of the Asian Equity, Private Equity and Charity Investment Committee. Nathalie is also a Member of the Chartered Institute of Securities and Investment and a Fellow of the Royal Society of Arts.
Portfolio Director and Charity Multi-Asset Fund Manager
Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.
He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.
Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.
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.
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.
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.
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.
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.
Ben joined Schroders in 2009 and currently works as a Portfolio Manager 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.
Assistant Portfolio Manager
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.
Client Services Executive
Jamie joined Schroders in 2016 within the UK Retail sales team and now works as a Client Services Executive in the Charities team. Jamie holds the CFA Institute Investment Foundations Certificate and the Investment Environment of the Investment Management Certificate.
Joe joined Schroders in 2014 starting his career in the Insurance team. Joe then joined the Charities team as a Client Services Executive. Joe holds the Claritas Investment Certificate.
Client Services Executive
Michelle joined the Charities team at Cazenove Capital in November 2016 as a Client Services Executive. Michelle was previously an investment assistant at Ruffer and PAAMCO. Michelle has a BA (Hons) in Public Relations from University of Lincoln.
Client Service Executive
Rebecca joined Schroders in 2010 initially as a Team Assistant, having previously worked in Australia. She is now a 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.