Welcoming C. Hoare & Co.
We have successfully completed the acquisition of the wealth management arm of C. Hoare & Co, the UK’s oldest privately owned bank. The combination of our two businesses brings real benefits and enhanced opportunities for our clients. Two months after the deal was completed, we asked some of our new colleagues to tell us how they are finding being part of Cazenove Capital.
“Cazenove Capital and C. Hoare & Co share similar cultures with the same dedication to customer service. We are pleased and encouraged by the early flows of business between Cazenove Capital and C. Hoare & Co.”
Alexander Hoare, Partner and Director, C. Hoare & Co
“Being part of an organisation that is so focused on investing – both within Cazenove Capital and across the wider Schroder Group – is a real delight, as is having the technological support and infrastructure. We are all looking forward to the coming weeks and beyond.”
Alexander Bolland, Portfolio Director
“We are used to taking the aerial view of a family’s assets and factoring in the wider financial context when making investment decisions. This complements the Cazenove Capital approach: both C. Hoare & Co and Cazenove Capital have reputations for delivering excellent service and putting clients first.”
Robert Inglis, Portfolio Director
“The C. Hoare & Co. team’s move to Cazenove Capital has been a smooth one. Communication, training sessions and social gatherings have contributed to a positive momentum, which has helped integrate the teams and support our client relationships.”
Sharon Reay, Portfolio Director
“We have built up excellent long-term relationships with our clients and their response to the move has been really rather humbling. We were delighted that our clients moved across with us and we are determined to live up to this tremendous show of faith.”
Amy O’Sullivan, Portfolio Director
“Our priorities have not changed. Our role is to understand what is important to our clients and their families, put in place a plan to help them to achieve their ambitions and, most importantly, consistently review and adjust as we go.”
Stuart Cummins, Portfolio Director and Team Head
“Clients will enjoy greater resource. The investment capability draws on a broader pallet of asset classes and investments, and the analytical resource of the Schroder Group and Cazenove Capital investment engines are much more powerful.”
Simon Barker, Portfolio Director
“What’s struck me, and made the first month so enjoyable, is how welcoming and helpful the team here have been at settling us in and making it feel like business as usual.”
Jamie Gossage, Client Services Executive
“We are fortunate that Cazenove Capital has an outstanding financial planning team, so where such advice had been provided by C. Hoare & Co, that service can continue here at Cazenove Capital.”
Tim Bailey, Portfolio Director
This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.
This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.
All data contained within this document is sourced from Cazenove Capital unless otherwise stated.