Meet the team
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Head of DFM Team
Nick Georgiadis is a Portfolio Director and Head of the DFM Team. Having joined in 1981, Nick is responsible for the management of all introduced portfolios. He is registered with the Securities Institute and holds the CISI diploma.
Laurence Forrester is a Portfolio Director working within the DFM Team. He joined Cazenove in 2008 having begun working in the City as an equity trader in 2003. He then moved in to Private Client Fund Management and worked for Quilter between 2004 and 2008, during which time he completed the CISI diploma. Laurence graduated with a Honours degree in Anthropology from Goldsmiths' College, University of London, and is a Chartered Fellow of the CISI. Laurence has 14 years’ investment experience.
Richard Gould is a Portfolio Director within the DFM Team. Having joined in 2007, Richard began his career in the City working for an executive search agency focusing on asset management firms. He then moved to Morley Fund Management where he worked on the Corporate Bond team before moving to the Private Equity desk. Richard has completed the Chartered Securities and Investment Institute Masters in Wealth Management.
Portfolio Director and Head of Structured Products
Davydd joined in 2007 and is a Portfolio Director within the DFM team and Head of Structured Products. Davydd joined after seven years at Rothschild Private Management where he was a Director with responsibility for managing both onshore and offshore private client portfolios. Prior to Rothschild, Davydd worked for C. Hoare & Co and Gartmore. Davydd is a full member of the CFA Institute, has an MBA from the London Business School and has over 20 years’ investment experience.
Portfolio Director and Head of Oxford office
Tom joined in 1997 and moved to Oxford in 2007 and is a Portfolio Director and head of the regional office where his responsibilities cover a broad range of private, charity and corporate clients. He is a member of the Fixed Income Committee and holds the Investment Management Certificate and the Securities & Investment Institute Diploma. Tom has 20 years of investment experience.
Justin is a Portfolio Director and part of the Oxford Wealth Management Team. Justin has worked at Schroders for 9 years, both on the Institutional and Wealth Management teams, covering a broad range of private, charity and corporate clients. He is a senior member of the Hedge Fund, Multi Asset and Commodities Investment Committees. Justin is registered with the Securities Institute and holds a MSI diploma. Justin has 25 years of investment experience.
Ula joined Cazenove Capital in July 2007 as part of an undergraduate degree programme and is now a Portfolio Manager within the DFM Team working with financial advisers and their clients. She is a senior member of the Sustainability Committee responsible for the ESG Investment Process at Cazenove Capital. Ula graduated with a first class degree in Financial Mathematics and holds the CISI Masters in Wealth Management and the Investment Management Certificate. Ula has 12 years of investment experience.
Daniel joined Cazenove Capital in 2014 and is a Portfolio Manager within the DFM Team. Prior to joining Cazenove Capital, Daniel worked at Brewin Dolphin where he was responsible for managing private client, trust and charity portfolios. He holds the CISI Masters in Wealth Management and graduated from Durham University with a BA (Hons) in Economics.
James Hall is an Portfolio Manager within the DFM team. Having achieved a Diploma in wealth management, James is now an external specialist for the Chartered Institute for Securities & Investment (CISI), with his area of expertise being Fund Management. James has 16 years’ experience within the industry having worked for Cazenove Capital for over 11 years and has a particular specialism in structured products.
Peter joined in September 2016 as a Portfolio Manager and part of the Oxford Wealth Management Team. Peter has over 7 years of investment management and banking experience advising private, corporate and charity clients. Peter holds the Investment Management Certificate, Investment Advice Diploma (Private Client Advice and Securities) and the CeMAP qualification in mortgage advice.
Henry Johnstone joined in 2015 and is a Portfolio Manager on the DFM team. Prior to joining Cazenove Capital, he worked at RBC Wealth Management as part of their graduate program. He holds the CISI Chartered Wealth Manager Qualification and graduated from Durham University with a BA(Hons) in Geography.
Alex is a Portfolio Manager in our Chester office and specialises in private client discretionary investment management for individuals and trusts. Alex re-joined in 2019, having previously worked for Cazenove Capital from 2012 to 2016. In the interim, he spent three years at Investec launching an online wealth management service. Alex has 8 years’ investment experience, is a chartered member of the Securities Institute and holds the Chartered Wealth Manager qualification.
Victoria joined Cazenove Capital in 2013. Her current role is as an Portfolio Manager on the DFM Team. She holds the CISI Masters in Wealth Management, Investment Advice Diploma, CFA Level 1 and graduated from Stellenbosch University with a BComm (Investments & Economics).
Assistant Portfolio Manager
Stuart joined Cazenove Capital into the DFM Team as part of the Ex-Military Programme having previously been a Captain in the British Army. He graduated from the University of Reading in History and is currently studying toward the Investment Advice Diploma (IAD).
Business Development Director
Simon joined Cazenove Capital in 2010 and is Business Development Director for the DFM team. He is responsible for managing Cazenove Capitals relationships with financial adviser clients both within the UK and offshore. He previously spent several years at Rathbone Investment Management where he worked within the UK Intermediaries team for the retail fund area. He has 16 years’ investment experience.
Regional Business Development Manager
Kim Nelson joined in July 2016 and is responsible for development and managing relationships with Financial Advisers in Scotland and Northern Ireland. Prior to joining Cazenove Capital, Kim was Relationship Manager at Tilney Investment Management and has held previous investment roles with Deutsche Bank and Standard Life Investments. She has 8 years’ investment experience.
Regional Business Development Manager
Oliver Becket joined in June 2015 as a Regional Business Development Manager following intermediary sales roles at Henderson Global Investors and Vanguard Asset Management. Within Cazenove Capital he is responsible for business development and managing relationships with new and existing intermediary clients within the West of England. He has 8 years’ investment experience.
Portfolio Director, Head of DFM Investment Strategy
Steven Rooke is a Portfolio Director having joined in 2005 from State Street Bank. He graduated from the University of East Anglia with a 1st class honours degree in Mathematics and Statistics, and is a Chartered Fellow of the Chartered Institute for Securities & Investments with a Masters in Wealth Management. He is responsible for managing the Model Portfolio Service together with bespoke private client & charity portfolios.
Marcus joined in 1995 after graduating from the University of the West of England with a degree in Politics. He is a Portfolio Director with the responsibility of managing private client portfolios and has 22 years’ investment experience. He is a member of the Securities Institute having achieved his diploma.
Associate Portfolio Manager
Isobel joined Cazenove Capital in 2017 as an Associate Portfolio Manager, having joined Schroders as a graduate in 2015. She is responsible for helping manage the Model Portfolio Service together with bespoke private client portfolios. She holds a first class degree in Chemistry from Bristol University and having completed the Investment Management Certificate (IMC) is currently studying towards the CFA qualification.
Terry Hearne is an Portfolio Manager within the DFM Team. Terry joined Cazenove Capital in 2007. He is currently is a member of the Chartered Institute for Securities & Investment (CISI) having passed the Chartered Wealth Manager qualification. Terry has over 10 years’ investment experience.
Head of Manager Selection
Stuart Derrick is Head of Manager Selection. He joined in 2004 as part of the charities team before later moving to the investment team to focus on fund selection. Stuart started his investment career at Baring Asset Management in 1998. He holds the Investment Management Certificate (IMC), Private Client Investment Advice & Management (PCIAM) certificate and is a member of the Chartered Institute for Securities & Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.
Chief Investment Officer
Caspar Rock joined Cazenove Capital in September 2016 and is Chief Investment Officer. He joined from Architas Multi-Manager Ltd, a part of the AXA group, where he was Chief Investment Officer and responsible for all aspects of the investment activities, including investment philosophy, process and team. He also oversaw portfolio management at two of AXA group’s private banks. He previously headed up the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington as well as a member of the Healthcare team. He has 33 years’ investment experience.
Head of Fixed Income
Alex Smitten joined in 2000 where he managed the Income Trust for Charities and the UK Corporate Bond Fund. Alex is now Head of Fixed Income and is a member of the Investment Policy Committee. Prior to joining Cazenove Capital, he was at Intercapital, where he set up the agency bond broking desk. Alex spent nine years at TSB/Hill Samuel where he was responsible for proprietary bond activity on behalf of the Group. Alex graduated from City University with a degree in Banking and International Finance. He has 29 years of investment experience.
Responsible Investments Manager
Cléo Fitzsimons joined Cazenove in 2012 and leads the firm’s Responsible Investment offering. Cléo has experience managing and integrating Responsible Investment strategies in both Private Client and Charity portfolios. Cléo holds two business-related Masters degrees from the London School of Economics and ESADE University in Barcelona and is a Fellow of the Chartered Institute of Securities and Investment. Being a native Canadian, Cléo is also fluent in French.
Janet Mui, CFA is the global economist at Cazenove Capital, the wealth management division of Schroders. Janet is responsible for the formulation and communication of Cazenove’s top-down views. She is a member of the investment committee that oversees strategic and tactical asset allocation at Cazenove. Janet is also the macro spokesperson and a regular commentator at major media outlets including the BBC, Bloomberg and CNBC.
Client Services Executive
Jennifer joined in 2003 and is a Client Services Executive in the Private Wealth Team based in the Chester office. Since starting her career in 1997 with Tilney Investment Management she has completed the Registered Representatives qualification in 1999. Jennifer manages the administration for the Chester office and has worked alongside Simon Ashworth and Neil Wong for nearly 20 years.
Head of DFM & Wealth Planning Operations
David Hayes is Head of DFM & Wealth Planning Operations. David joined Cazenove Capital in January 2005, having previously worked for Lehman Brothers and Barclays Bank. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and has 19 years’ investment experience.
Client Services Executive
Rachael Jarvis is a Client Service Executive within the DFM Team, which specialises in providing discretionary fund management to clients of Independent Financial Advisers. Rachael joined Cazenove Capital Management in July 2014, having previously worked in the media industry. She is currently studying for the Investment Advice Diploma (IAD).
Assistant Portfolio Manager
Charlotte joined Cazenove Capital in August 2016 and is an Assistant Portfolio Manager within the DFM Team. She graduated from the University of Gloucestershire with a upper-second class degree in English Literature and is currently studying towards the Investment Advice Diploma (IAD).
Client Service Executive
Jacqui Sigler is a Client Service Executive and Secretary within the DFM Team, which specialises in providing discretionary fund management to clients of Independent Financial Advisers. Jacqui joined Cazenove Capital in December 2014 after graduating from Hull University with a 2.1 BA(Hons) in Accounting and Financial Management. She is currently studying for the Investment Advice Diploma (IAD).
Client Services Executive
Natasha is a Client Service Executive within the DFM Team, which specialises in providing discretionary fund management to clients of Independent Financial Advisers. Natasha joined Cazenove Capital Management in October 2013 after graduating from Greenwich University with a First Class BA(Hons) in Mathematics. She is currently studying for the Investment Advice Diploma (IAD).
Assistant Portfolio Manager
Neil joined in 2010 and is an Assistant Portfolio Manager. Previously he was client services manager at Martin Currie Private Clients before moving to Thornhill in 2003 when the private clients’ business of Martin Currie merged with Thornhill Investment Management. Neil is a Chartered Member of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate (IMC) and Investment Advice Diploma (IAD). He has 26 years’ finance industry experience.
MPS Operations Administrator
Bradley joined in January 2018 and is an MPS Operations Administrator working within the DFM team. He previously worked for Praemium UK (MPS Platform) where he was an Operations Control Analyst and also has previous experience with IFDS and Lloyds Bank. Bradley holds the Investment Operations Certificate (IOC) and is currently studying for the Investment Advice Diploma (IAD).