UK management team

Andrew Ross

Andrew Ross

Global Head of Wealth Management

Andrew Ross is Global Head of Wealth Management for the Schroders Group and sits on the Group Management Committee.  He was previously Chief Executive of Cazenove Capital Management, which was acquired by Schroders in 2013. Prior to that he was Chief Executive of HSBC Asset Management (Europe) Limited ( between 1998 and 2001) and Managing Director of James Capel Investment Management which he joined in 1985. After graduating from Southampton University with a First Class degree in Roman and Hellenic Studies, Andrew served a short commission in the Royal Green Jackets.

Mary-Anne Daly

Mary-Anne Daly

Chief Executive

Mary-Anne joined in 2001 and is Chief Executive of the business in the UK. She sits on the board of Schroder & Co. Limited, is a member of the Group Wealth Management Executive Committee and chairs the Investment Risk Committee. Prior to her current role, Mary-Anne headed the combined Wealth Management business of Schroders and Cazenove Capital in the UK. She joined from Baring Asset Management where she had been Head of Private Client Service and prior to that was Managing Director of the Paris office. Mary-Anne previously spent seven years in corporate finance at Baring Brothers and seven years at Chase Manhattan Bank in London.

James Gladstone

James Gladstone

Head of Wealth Planning

James joined in 2012 and is Head of Wealth Planning. James is responsible for advising some of our largest clients on broad wealth planning issues including retirement and estate planning, investment structuring and wealth protection. He is also responsible for the Wealth Planning business within Cazenove Capital. Previously he was Head of Financial Planning at UBS and Financial Planning Director at Rathbones. James has over 18 years’ experience and is a Chartered Financial Planner.

Jeremy Hervey

Jeremy Hervey

Team Head; member of UK Management Committee

Jeremy joined in 2002 and is the Deputy Head of Private Wealth Management. Before leading one of the main London private client teams Jeremy was Head of the Charities department. Jeremy focuses on managing investment portfolios for large private families and their trustees as well as for charities. He  is a senior member of the Asset Allocation and Stock Selection Committees. After graduating from University College London with first class degree in Economics and Philosophy he joined HSBC Investment Management where he spent nine years before moving to Cazenove Capital. He has 24 years’ investment experience.

Kate Leppard

Kate Leppard

Head of Client Service, UK Wealth Management

Kate joined in 1990 and manages investment portfolios for large UK and International private families, and charities. She started her investment career in 1987 at Quilter Goodison. Kate is a senior member of the Investment Policy Committee. 

Giles Neville

Giles Neville

Head of Charities

Giles joined in 1987 as a research analyst, initially in the UK and subsequently in Australia. From 1992 Giles managed global emerging market funds, subsequently becoming Product Manager in 1999. In 2005 he was appointed as Head of Investment Product Development.

Alex Whitburn

Alex Whitburn

Head of Banking and Treasury

Alex joined in 2003 to work on the review and analysis of lending proposals, and the development and management of credit and banking products. Alex has 19 years of private banking experience.

Dominic Emmerson

Dominic Emmerson

Team Head; member of UK Management Committee

Dominic joined after graduating from London University in 1995. He sits on Cazenove Capital’s UK Management Committee, manages one of our UK Private Client Teams and is a Portfolio Director. Dominic also oversees our Asian wealth management business in Hong Kong and Singapore and sits on the boards of Cazenove Capital Management Asia and Schroder & Co. Asia Limited. Dominic looks after some of our largest and most complex private client and trust relationships, both onshore and offshore, and has considerable experience in the tax issues facing such clients. Dominic is registered with the FCA and has a MSI diploma and has 21 years’ investment experience. 

Clare Anderson

Clare Anderson

Team Head; member of UK Management Committee

Clare joined in 1996 and is a Portfolio Director, Team leader and member of the UK management committee. She specialises in investment for high net worth individuals, specialist charities and complex family groups. Her investment activities are made across multiple tax-efficient structures after creating the appropriate tailored strategic asset allocation. Clare focuses on generating the target returns for each client within agreed risk parameters. She is registered with the FCA and is a qualified Fellow of the Securities Institute she is also a Chartered Fellow of the Securities Institute. Clare has 20 years’ investment experience.

Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact: