Meet the team

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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.

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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.

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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.

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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.

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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. 

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Caspar Rock

Caspar Rock

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 29 years’ investment experience. 

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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.

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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.

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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. 

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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.

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Tom Allen

Tom Allen

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.

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Clare Anderson

Clare Anderson

Portfolio Director and Team Head

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.

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Charles Armstrong

Charles Armstrong

Portfolio Director

Charles joined in 2001 having started his career with Buchler Phillips, Corporate Recovery & Restructuring specialists. He is a Portfolio Director with responsibility for managing UK private client portfolios, private OEIC’s and inflation plus mandates which also includes the Schroder Managed Wealth Portfolio Fund. He is a member of the Investment Policy Committee, Portfolio Construction Committee and the Private Equity Committee. Charles is a Fellow of the Chartered Institute for Securities & Investment and has 15 years' investment experience. 

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Rupert Asquith

Rupert Asquith

Portfolio Director

Rupert joined in 1995, initially with the Charities team. He qualified as a Fellow of the Securities Institute and moved to the Private Client Department. He is now a Portfolio Director with responsibility for large family relationships within the Private Wealth Management business. Previously, Rupert worked for ten years in the Lloyd's insurance market and from 1989 was a director of Cater Allen’s agency. 

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Simon Ashworth

Simon Ashworth

Portfolio Director and Head of Chester office

Simon joined in 2003 and is a Portfolio Director in charge of the Chester office. Simon advises private individuals, their families, trustees and charities on a wide range of investment matters. Simon has over 30 years’ investment experience and was with Tilney Investment Management for 20 years. He is a Chartered Fellow of the Securities Institute. 

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Tim Bailey

Tim Bailey

Portfolio Director

Since graduating in Modern Languages from St John’s College, Cambridge, Tim has been involved in financial markets. For the last 22 years he has looked after discretionary portfolios for a wide range of wealthy clients at Credit Suisse, Schroders and Cazenove Capital. He joined C Hoare & Co in 2009 to contribute to the growth of the Investment Management department and headed up the International Team in addition to his extensive onshore responsibilities. He was delighted to re-join Cazenove Capital and his former colleagues as part of the move of Hoare’s Wealth Management to Cazenove Capital. He is a member of STEP and a Chartered Wealth Manager. With a total of 30 years industry experience, Tim is highly-regarded among both his peers and his clients. He won CityWealth Private Banker/Investment Manager of the Year in both 2014 and 2015 and WealthBriefing’s Leading Individual (Banker) award in 2015.

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James Barker

James Barker

Portfolio Director and Team Manager

James joined in 1999 and is a Portfolio Director who heads up a team within the Private Wealth Management business. James is responsible for managing assets for a number of private clients, including many complex family relationships and their trustees. James is the named manager for a number of Private Unit Trusts and sits on the absolute return asset class committee. James has 17 years’ investment experience and is a member of the Securities Institute. 

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Elizabeth Boardman

Elizabeth Boardman

Portfolio Director and Team Manager

Liz joined in 2000 and heads one of the London Private Wealth teams with responsibility for managing portfolios for a range of private clients and trusts. She started her career in 1992, first working at Lloyds as a Private Banking Manager and then at Allied Irish Private Bank. Liz holds a BSc (Hons) degree in Geography and holds the Securities & Investment Institute Diploma as well as the Investment Advice Certificate. She has 24 years of investment experience.

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Alex Bolland

Alex Bolland

Portfolio Director and Team Manager

Alex joined Cazenove Capital in 2017 as a Portfolio Director and Team Manager as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had been a Senior Portfolio Manager since 2008. Prior to this Alex worked at Kleinwort Benson where he was a Senior Private Banker, responsible for UK private clients. This was following seven years he spent at Barclays Private Bank. Alex manages portfolios for a broad range of individuals, including many entrepreneurs, and charities. He is a graduate of St. Andrews University, a Fellow of the Chartered Institute for Securities and Investment and an Associate of the UK Society of Investment Professionals. Alex has 19 years of investment experience.

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Tom Burne

Tom Burne

Portfolio Manager

Tom joined in 2010 following a Commission in the British Army and is now a Portfolio Manager. He is responsible for the management and investment for high net worth individuals and complex family groups. He holds the CISI Chartered Wealth Manager Qualification and is a member of the Chartered Institute for Securities and Investments.

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Adam Cavalier

Adam Cavalier

Portfolio Director

Adam joined in 1995 when he worked as a credit analyst, later moving into Acquisition Finance. He joined the Wealth Management Business in 1998 where he looks after private clients. Adam has a BA (Hons) in Economics and is an Associate of the UK Society of Investment Professionals. He also holds the Investment Management Certificate. He has 19 years of investment experience.  

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Nick Coats

Nick Coats

Portfolio Director

Nick joined in 2010 as a Portfolio Director. With over 35 years’ investment experience, he began his career at Rowe & Pitman in 1977, then joined Warburg Investment Management and subsequently became Head of International Business at Mercury Asset Management’s private client division and was a managing director of Mercury Asset Management and Merrill Lynch Portfolio Managers. 

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Edward Coley

Edward Coley

Portfolio Director

Edward joined in 2007 and is a Portfolio Director. Previously with Smith & Williamson, Edward has 12 years’ experience in investment management within both UK and US markets. Prior to this he worked within equity analysis and financial journalism. A member of the Securities Institute, Edward has the MSI Diploma and the IMC qualifications. 

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Rory Cumming

Rory Cumming

Portfolio Manager

Rory joined in 2011 and specialises in investment for high net worth individuals, charities and complex family groups. He chairs the emerging market equity research group, sits on the Asian equity research group, and is vice-chair of passive investments research group. Rory is a CFA Charterholder and holds the CISI Investment Advice Diploma.

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Steven Davis

Steven Davis

Portfolio Director

Steve joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2006. He has extensive private client management experience, having spent six years at Williams de Broë managing private client portfolios and co-managing the firm’s Value Fund. Prior to Williams de Broë, Steve worked for SG Frankel Pollak (South Africa) in their Johannesburg office. He is a Fellow of the Securities Institute and holds the SI Diploma. Steve has 20 years of investment experience.

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Dominic Emmerson

Dominic Emmerson

Portfolio Director and Team Head

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. 

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William Fox

William Fox

Portfolio Director and Team Head

William joined Cazenove & Co as a graduate trainee in 1986. He is a Portfolio Director responsible for large family relationships as well as Head of Cazenove Capital’s regional offices in Edinburgh, Oxford and Chester. Having spent three years in Cazenove & Co’s investment trust sales department, he joined their private client team in 1990. Following a secondment to Henderson Group the following year, he was appointed a portfolio manager specialising in discretionary private clients in 1992. He qualified as a Fellow of the Securities Institute in 1989 and has a total of 30 years’ investment experience.  

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Tim Gibbons

Tim Gibbons

COO - UK Wealth Management

Tim joined in 2010 and is the Chief Operating Officer for UK Wealth Management. Tim started his investment career in 1992 when he joined the private client division of Robert Fleming & Co, the family owned merchant bank. In 1999 he moved to Mercury Asset Management specialising, again, in UK private clients and he remained at Mercury’s successor companies until 2010. He has an MA in Natural Sciences from Cambridge University and holds the Securities and Investment Institute Diploma. He has 24 years of investment experience. 

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Toby Glover

Toby Glover

Portfolio Director and Team Manager

Toby Glover joined in 2009 and is a Portfolio Director specialising in investment advice for high net worth individuals, institutions and complex family groups. Toby has a degree from Durham University and holds the CISI Masters in Wealth Management. Prior to Cazenove he spent five years in the British Army. 

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Adam Green

Adam Green

Portfolio Director

Adam joined in 2008 and is now a Portfolio Director primarily managing the investments of families, individuals and trusts across a variety of structures and jurisdictions. Prior to Cazenove Capital, he held a Commission in the Royal Navy; he holds a Masters in Aerospace Engineering and the CISI Masters in Wealth Management qualifications. 

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Edward Hamilton-Ely

Edward Hamilton-Ely

Portfolio Director

Edward is a Team Head and Portfolio Director with responsibility for a number of clients and over 30 years of investment and financial markets experience. He joined Schroders in 2004 to establish our in-house Structured Products team and subsequently headed the Advisory Solutions team. He commenced his career in 1984 in Merrill Lynch’s commodity and futures business, and subsequently held postitions at Refco International, J Henry Schroder & Co. and Kleinwort Benson Private Bank. Edward holds the Investment Management Certificate and Private Client Investment and Advisory Management certificate. 

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John Hanna

John Hanna

Portfolio Director

John is responsible for private client, trust, pension and charity relationships, he also chairs the tax-advantaged asset class committees. John re-joined Cazenove Capital in 2008, having previously worked for Cazenove Capital from 2000 to 2002. In the interim, he spent five years at Merrill Lynch and a year with Barclays Wealth. John has 14 years' investment experience, is a member of the Securities Institute and a CFA Charterholder. 

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Sam Harbord-Hamond

Sam Harbord-Hamond

Portfolio Manager

Sam Harbord-Hamond joined in August 2011, after graduating from Bristol University (BA Hons in Ancient History). He is a Portfolio Manager responsible for managing the investments (held in a variety of structures) of a broad range of private clients. He holds the Investment Advice Diploma (IAD) and the CISI Masters in Wealth Management. He has over 5 years of investment experience.

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Graham Harrington

Graham Harrington

Portfolio Director

Graham joined in 2010 and concentrates on managing investment portfolios with a focus on segregated stock selection and the asset allocation process for private individuals, large private families and for a range of trusts and charities. He started his career as an investment analyst at BlackRock (formally Merrill Lynch Portfolio Managers) in 1993. Graham is a CFA charterholder and is a Portfolio Director within the London team. Graham is also a member of the Investment Policy Committee. He has 23 years of investment experience. 

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Stewart Heggie

Stewart Heggie

Portfolio Director

Stewart joined in 2010 and is a Portfolio Director based in our Edinburgh office where he is responsible for managing private client portfolios. Previously, he held a similar role at Thornhill Investment Management. Stewart is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the CISI diploma. He holds an MA(Hons) in the Political Economy and Management Studies from Aberdeen University, as well as a PGDip in International Banking and Financial Studies from Heriot-Watt University. Stewart has 14 years' investment experience.

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Jeremy Hervey

Jeremy Hervey

Deputy Head, UK Private Wealth Management

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.

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Peter Hillier

Peter Hillier

Portfolio Director

Peter joined in 2010 following the acquisition of Thornhill Investment Management. A graduate of Cardiff University, Peter joined Henderson Administration in 1986 where he was a director of the groups’ private client division. In 1992 he moved to Touche Remnant and in 1993 he joined Martin Currie to set up and manage the private client business. Peter was a member of the APCIMS Investment Management Firms Committee, past Chairman of Thornhill Premium Fund and is a Trustee of a number of public and private charitable trusts. He has 30 years’ investment experience. 

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Edward Inglefield

Edward Inglefield

Portfolio Director

Edward joined from Thornhill Investment Management in 2010 and is a Portfolio Director in the Private Wealth department with responsibility for managing private client and charity portfolios. Edward graduated from Edinburgh University before serving in the British Army. He holds the Investment Management Certificate and the Securities & Investment Institute Diploma and is a member of the Chartered Institute for Securities and Investment. Edward has 10 years of investment experience.

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Robert Inglis

Robert Inglis

Portfolio Director and Team Manager

Robert joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 1996 having graduated in law from the University of Exeter. As a senior member of the portfolio management team, he is responsible for around £450m of investment portfolios on behalf of private clients, charities and pension funds. Robert is a Fellow of the Chartered Institute of Securities and Investments and a Chartered Wealth Manager. Robert has 20 years of investment experience.

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Adrian Jones

Adrian Jones

Portfolio Director

Adrian is a Portfolio Director and is responsible for managing portfolio for both domestic and international clients, their trusts and corporate structures.  His investment career started in investment banking in 1982 with J Henry Schroder & Co where he was advising corporate clients in respect to treasury and derivative instruments.  In 2000 Adrian joined Kleinwort Benson Private Bank where he commenced his career in private wealth management returning to Schroders in 2004. Adrian holds the Investment Management Certificate as well as Private Client Investment Advice & Management qualification.

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Niall Kennedy

Niall Kennedy

Portfolio Director

Niall is a Portfolio Director based in our Edinburgh office. He joined Cazenove in London in 1987, left in 2005 to join Adam & Company Investment Management in Edinburgh, and then returned to Cazenove Capital in 2010. Niall manages private client and charity portfolios, has 29 years’ experience and is a Chartered Fellow of the Chartered Institute of Securities and Investment. 

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Sabina Khan

Sabina Khan

Portfolio Manager

Sabina joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where she had worked since 2002. Prior to this, she began her banking career with Barclays Bank in 1997. During the past 2 decades, she has worked in Private Banking and Wealth Management building up a breadth of experience in looking after clients ranging from individuals, charities, family offices to smaller corporates. Sabina has 2 years of investment experience in her current role as a Portfolio Manager.

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David King

David King

Portfolio Director

David joined in 2000 where he began his career within Private Clients until he was recruited by Merrill Lynch Portfolio Managers in 2005 to join their International Wealth Management team. David returned in 2007 and is now a Portfolio Director with specific responsibility for managing offshore international clients. David is a member of the Chartered Institute for Securities and Investment and is FCA registered. He has a total of 16 years' investment experience. 

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Thomas Lawrence

Thomas Lawrence

Portfolio Manager

Thomas joined Cazenove Capital in 2010 and is a Portfolio Manager in the UK Wealth Management team. He previously trained as a solicitor at a corporate law firm, working in London and Hong Kong. He studied at Christ Church, Oxford and graduated with a master’s degree in law. He holds the Investment Advice Diploma (IAD) and the CISI Masters in Wealth Management. He has six years’ investment experience.

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Justin Lawson

Justin Lawson

Portfolio Director

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.

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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. 

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Alun Lewis

Alun Lewis

Portfolio Director and Team Manager

Alun joined in 2000 and is a Portfolio Director within Private Wealth Management. Alun runs a number of large corporate portfolios with regulatory capital requirements, alongside complex family groups. He is a CFA charterholder and has 17 years of investment experience. Prior to joining Cazenove Capital, Alun trained as a barrister. 

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Dominic Liversedge

Dominic Liversedge

Portfolio Director

Dominic joined in 2010. He is a Portfolio Director and jointly runs the stock selection process. He graduated from Durham University in 1996, after which he began his career in the corporate finance department of Salomon Brothers. He then spent 10 years working for Taylor Young Investment Management, managing a UK Growth OEIC which was ranked top quartile over his tenure. From 2007 to 2010 Dominic worked with the private client team at Merrill Lynch. He is a member of the Chartered Institute for Securities and Investments and the Society of Technical Analysts. Dominic has 20 years of investment experience. 

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Peter Lovelady

Peter Lovelady

Portfolio Manager

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.

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Freddie Lower

Freddie Lower

Portfolio Manager

Freddie joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management Business, where he worked for the preceding 6 years. Freddie manages investments for private clients and their associated structures including complex UK domestic portfolios, non-UK offshore portfolios and those that require external custody arrangements. Freddie graduated from Durham University with a BA (Hons) in History and holds the level 7 Chartered Wealth Manager Qualification as well as the STEP advanced certificate in UK Tax for International Clients. He is a Chartered member of the CISI and won Rising Star at the 2016 WealthBriefing European awards.

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Timothy Main

Timothy Main

Portfolio Director

Tim joined in 2010 and is a Portfolio Director where he works on onshore and offshore client portfolios. He previously worked at Smith & Williamson in audit where he attained his ACA. Tim holds the Investment Management Certificate, the Securities Institute Diploma, a BA in Ancient History and an MSc in International Business and Management from Manchester Business School. He has six years’ investment experience.

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George Maltby

George Maltby

Portfolio Manager

George joined in 2011 after graduating from Bristol University. George works on the International Wealth Management Team as a Portfolio Manager responsible for managing both onshore and offshore private client portfolios. He has 5 years of investment experience.

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Holly Mason

Holly Mason

Portfolio Manager

Holly joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where she had worked since 2014. Prior to this, she spent 5 years in Australia working for Goldman Sachs JBWere where she advised family offices, small boutique fund managers and a number of private clients. Before this, she worked for JP Morgan in the UK. Holly graduated with a First Class Honours with Distinction in Business and Economics, is a member of CISI, holds the Investment Advice Diploma and the Private Client Investment Advice and Management qualification (PCIAM). She has 11 years of investment experience.

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Harry McGowan

Harry McGowan

Portfolio Director

Harry joined in 1993, having graduated from Newcastle University. Harry worked as an analyst in Hong Kong, before joining the Southeast Asian sales team based in London. He joined the Private Client team in 1998 and is a Portfolio Manager with responsibility for managing UK private client portfolios. He is a member of the Securities Institute and has 18 years’ investment experience. 

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Jonathan Money

Jonathan Money

Portfolio Director and Team Manager

Jonathan joined in 2008 and is a Portfolio Director and Team Manager within Private Wealth Management. Jonathan started his career at Quilter & Co. after graduating from St Andrew’s University with a MA (Hons) in Ancient History. Prior to joining Cazenove Capital, Jonathan was Director of Rupert Loewenstein Investments, a multi-family office, where he was responsible for providing investment advice to its offshore clients. Jonathan is a Fellow of the Chartered Institute for Securities & Investment and has over 21 years' investment experience. 

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Wilaf Moore

Wilaf Moore

Portfolio Director and Team Manager

Wilaf joined in 1999. As a Portfolio Director and Team Manager his responsibilities cover a broad range of private clients from the UK and overseas, charities and corporate clients. He is a member of the Investment Policy Committee and Portfolio Construction Committee. Wilaf graduated from Exeter University with a BSc (Hons) in Biological Sciences and holds the Investment Management Certificate and the Securities & Investment Institute Diploma. He has 17 years’ investment experience. 

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Darren Morgan

Darren Morgan

Portfolio Director

Darren Morgan joined in 2000 and is a Portfolio Director in the Private Wealth Management department. He is responsible for managing private client portfolios, specialising in high net worth individuals and complex family groups. Darren is registered with the FCA and is a Chartered Fellow of the CISI after completing the CISI Diploma. He has a BA (Hons) in Journalism Studies from the University of Sheffield. 

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Donald Nartey

Donald Nartey

Portfolio Manager

Donald joined in 2013 through the graduate scheme and is currently a Portfolio Manager. He graduated from Durham University with an Honours degree in French and Italian. Donald holds the Investment Management Certificate and has successfully completed all three levels of the CFA qualification. He has three years of investment experience. 

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Mark Nicklin

Mark Nicklin

Portfolio Manager

Mark joined in 2007 and is a Portfolio Manager based in the Chester office. Mark focuses on managing investment portfolios for private families and trustees as well as for charities. Prior to this, Mark worked as a financial planner. He holds the Investment Management Certificate and is a Chartered Wealth Manager of the Chartered Institute for Securities and Investment having completed the CISI Masters in Wealth Management. He has over 10 years of investment experience.

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Matthew Taylor

Matthew Taylor

Portfolio Director

Matthew is a Portfolio Director in the London office.  Matthew initially joined the business in 1993, left in 2006 to join Fleming Family & Partners (now Stonehage Fleming) and returned in 2017. Matthew’s focus has always been on working closely with a relatively small number of wealthy families to ensure that their respective investment requirements are achieved. He has c. 25 years’ investment experience and is a Chartered Fellow of the Institute for Securities and Investments.

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Laura Tindley

Laura Tindley

Portfolio Manager

Laura joined the Wealth Management team in March 2013. She is a Portfolio Manager with five years of investment experience responsible for managing private client portfolios both on and offshore. Laura graduated from Durham University with a degree in Physics, and she holds the Investment Management Certificate, Investment Advice Diploma and the CISI Masters in Wealth Management. 

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Michael Nicolai

Michael Nicolai

Portfolio Director

Michael joined in 2007 to work for the International Wealth Management team specialising in managing money for European clients, professional trustees and family offices. Michael speaks fluent German and English and has a degree in Economics, Finance and Banking from the Berlin School of Economics. He joined from Barclays Wealth where he worked in the investment team. Michael has the Wealth Management Masters from the Securities Institute and is FCA registered. He has 9 years’ investment experience.

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Richard Onslow

Richard Onslow

Portfolio Director

Richard is a Portfolio Director based in our Edinburgh office. Richard started at Kleinwort Benson in London in 1994, and then moved to the Private Client Department of Martin Currie (MCPC) in Edinburgh in 1998. MCPC merged with Thornhill Investment Management in 2003, which was subsequently acquired by Cazenove Capital Management in 2010. Richard is responsible for managing private client and charity portfolios. He has 22 years’ investment experience and is a Chartered Fellow of the Chartered Institute for Securities and Investment. 

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Thomas Orange

Thomas Orange

Portfolio Manager

Tom joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2008. Prior to this, Tom worked for the Accountancy firm Scrutton Bland working in the bank’s Financial planning team. Tom attained a Diploma with the Personal Finance Society (Dip PFS) in 2009 before joining C. Hoare & Co.’s Investment Management department. He has since attained the Private Client Investment Advice Diploma, for which he was awarded a distinction and is a Chartered member of the Chartered Institute of Securities and Investments. Tom has 12 years of investment experience.

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Amy O'Sullivan

Amy O'Sullivan

Portfolio Director

Amy joined Cazenove Capital from C. Hoare & Co. where she was a member of the Wealth Management team. Prior to this she graduated with a degree in English from the University of Exeter and went on to work for Citigroup’s Financial Mergers and Acquisitions team.  Amy was recently recognised in the 2017 PAM Top 40, Under 40 guide to the rising stars in the private banking and asset management sectors and listed as one of the “top recommended” High Net Worth Wealth Managers in the Spears Index in 2016. She is a Chartered Fellow of the Chartered Institute for Securities and Investment and has over 10 years’ investment experience.

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Siân O'Sullivan

Siân O'Sullivan

Portfolio Manager

Siân joined in August 2014. She is a Portfolio Manager responsible for managing private client portfolios both on and offshore. She graduated from the University of Bristol with a 1st class BSc (Hons) in Economics and Politics and has passed all three levels of the CFA.

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James Padmore

James Padmore

Portfolio Manager

James joined in 2012 and is a Portfolio Manager, having started his career at Standard Bank. James graduated from the University of York in 2006 with a degree in Philosophy, Politics and Economics. James holds the CISI Masters in Wealth Management and the Investment Management Certificate. He has 5 years’ investment experience.

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Michael Pickett

Michael Pickett

Portfolio Director

Michael joined Cazenove Capital in 2011 and is a Portfolio Director, specialising in investment for UK private clients and large, complex family groups, as well as managing private OEIC’s and inflation plus mandates which includes co-managing the Schroder Managed Wealth Portfolio Fund. Previously, Michael worked as a private client Portfolio Manager at Gerrard Investment Management and Barclays Wealth. Michael graduated from Bristol University with a 1st Class Masters in Mathematics, holds the CISI Masters in Wealth Management and has 10 years of investment experience.

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Harry Pope

Harry Pope

Portfolio Manager

Harry joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2015. He joined C. Hoare & Co. after 6 years at UBS where he was an adviser to UK registered Charities, managing multi-asset endowment portfolios. Prior to this Harry worked in Investment Banking at Bear Stearns International and Citigroup. Harry graduated with a degree in modern languages from Leeds University, he is a member of the CISI, and holds the Chartered Wealth Manager Qualification and the IMC qualification. He has 10 years of investment experience.

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Damian Robinson

Damian Robinson

Portfolio Director

Damian joined in 2000 and is a Portfolio Director responsible for managing the investments (held in a variety of structures) of a broad range of private clients, including complex family groups. He chairs the Commodities Asset Class Committee and is a member of the Ideas Committee. Damian graduated in 1998 from Edinburgh University (MA Hons) and began his career at Fidelity Investments. He is registered with the FCA, is a Chartered Fellow of the Chartered Institute for Securities and Investment and has 18 years’ investment experience. 

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Rob Rydon

Rob Rydon

Portfolio Director and Team Manager

Rob joined in 2010 as a Portfolio Director. He heads up one of our London based teams which is responsible for managing portfolios for a wide variety of private clients, trusts and foundations, both onshore and offshore. Rob joined from Merrill Lynch Portfolio Managers where he spent much of his career after an equally long spell at James Capel Investment Management. Rob is a graduate of Oxford University, has 30 years of investment management experience and holds the Securities Institute Diploma. 

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Sharon Reay

Sharon Reay

Portfolio Director and Team Manager

Sharon joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where she had worked since 2011 to further develop the offshore services. She began her career in the financial sector in 1997 working for a family owned firm of accountants before joining Heartwood to look after private clients and trusts as a Client Director. Having gained a PhD in organic Chemistry at London University, Sharon started her career in polymer research with Courtaulds Coatings. She is a member of the Association of Tax Technicians and holds the Investment Advice Diploma and the Financial Planning Diploma. Sharon is a member of the CISI and a Chartered Wealth Manager and has 20 years’ experience in financial services.

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Nicholas Sanderson

Nicholas Sanderson

Portfolio Director

Nick joined in 2011 and is a Portfolio Director working closely with many of our entrepreneurial clients. Prior to that he spent just over three years working at Deloitte Private Clients, managing investment portfolios. He gained a degree in Politics from Durham University in 2007 and has passed both the Investment Management Certificate and the Chartered Institute for Securities and Investment Diploma.

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Robert Snuggs

Robert Snuggs

Portfolio Director

Robert joined in 2005 having graduated from Newcastle University with a BA Hons in Psychology. He has over 10 years’ investment experience working in the Private Wealth Management Department and is a Portfolio Director responsible for managing UK private client portfolios. He is registered with the FCA and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

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Christopher Smiley

Christopher Smiley

Portfolio Director

Christopher joined in 2005 and is responsible for managing the investments of a broad range of UK and international clients. He started his investment career at Robert Fleming in 1995 as an equity analyst, becoming a private client fund manager in the UK team in 1998. Following the merger with JP Morgan in 2001 he became a senior investor at JP Morgan Private Bank. Christopher has 18 years’ investment experience. He holds the Securities Institute Diploma and has an MA (Hons) degree in Economics from Edinburgh University. 

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Charlotte Swing

Charlotte Swing

Portfolio Director

Charlotte joined in 2010 and is a Portfolio Director where she looks after both onshore and offshore private clients. She started her investment career as an analyst at Morgan Stanley, where she was a member of the #1 ranked European Equity Strategy team. Charlotte is a MBioc and read Biochemistry at Lincoln College, Oxford. She is a CFA charter holder and holds the Investment Management Certificate. Charlotte has 12 years’ investment experience.

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Alexander Tate

Alexander Tate

Portfolio Director

Alex joined in 2008, and is a Portfolio Director specialising in investment for high net worth individuals, specialist charities and complex family groups. He has 8 years’ investment experience, and holds the CISI Masters in Wealth Management. He is deputy Chair of the Hedge Fund Committee, and also sits on the Structured Product Committee. 

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Crispin Vollers

Crispin Vollers

Portfolio Manager

Crispin joined the company in 2011 and works as a Portfolio Manager. Prior to joining, he completed the HSBC Private Bank Graduate Scheme. Crispin graduated from Durham University in 2008 and is a Chartered Member of the CISI, holding the Private Client Investment Advice and Management Certificate and the Securities Institute Diploma. Crispin has 8 years' investment experience.

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Annabel Watson

Annabel Watson

Portfolio Manager

Annabel joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business. Prior to this she worked as an analyst in the UK research team at Mirabaud Asset Investment Management and later as an investment manager in the private wealth division of the company. She then joined C. Hoare & Co. as a Portfolio Manager where she attained the CISI level 7 Diploma in Wealth Management. She has a masters degree in economics from the University of Oxford and a first class economics degree from the University of Nottingham. Annabel is also currently a non-executive Director at the Queen’s Club. Annabel has 10 years of investment experience.

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Mark Wilson

Mark Wilson

Portfolio Manager

Mark joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2006. Prior to this, Mark worked for Capital International originally working in the bank's Middle Office department. He joined C. Hoare & Co.’s Portfolio Management team in 2009 and is a Portfolio Manager for UK private clients with experience in a range of accounts including SIPPs, Charities, Trusts and ISAs. He graduated from the University of Sheffield, is a CFA Charterholder and a Chartered Wealth Manager. Mark has 11 years of investment experience.

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Neil Wong

Neil Wong

Portfolio Director

Neil joined in 2002 and is a Portfolio Director based in the Chester office, where he is responsible for managing private client portfolios. Neil previously worked at Rathbone Investment Management and then Tilney Investment Management. Neil is a Chartered Wealth Manager of the Chartered Institute for Securities & Investment and has more than 20 years' investment experience.

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Max White

Max White

Portfolio Director

Max joined in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2014. He started his career at Morgan Stanley & Co. International in London advising and broking to Scandinavian Institutions and Family Offices. He then focused on the British Isles as an investment adviser. After 8 years at Morgan Stanley, Max moved to Berenberg to start their London private banking business. Max is a graduate of the University of Sheffield in the UK and Allegheny College, Pennsylvania, in the US. He is FCA registered, holds the Private Client Investment Advice and Management qualification (PCIAM) and is a Chartered Fellow of the Institute for Securities and Investment.

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Olly Cairns

Olly Cairns

Assistant Portfolio Manager

 
Tom Acton

Tom Acton

Wealth Planner

Tom joined Cazenove Capital in May 2015, having worked in wealth planning since 2008. Tom has a BA Hons degree in Ancient History from the University of Durham, an MSc from Cardiff University and is a qualified Chartered Financial Planner. 

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Chris Blackham

Chris Blackham

Wealth Planning Director

Chris joined in 2016 and is a Wealth Planning Director, responsible for advising clients on pension and tax planning issues. Previously he was a Senior Wealth Planner at C. Hoare & Co. Chris has 18 years’ industry experience and is a Chartered Financial Planner.

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Jonathan Brownlow

Jonathan Brownlow

Wealth Planning Director

Jonathan joined in 2016 and is a Wealth Planning Director, providing advice to clients on pension and tax planning issues. Previously he has worked at RBC, HSBC, and a privately owned wealth management firm specialising in advice to financial services professionals. Jonathan has 14 years’ experience, is a Fellow of the Personal Finance Society and a Chartered Financial Planner.

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Darren Chaplin

Darren Chaplin

Wealth Planning Director

Darren joined in 2016. Previously he has worked with Towry Ltd (formerly JS&P Ltd), Coutts and Equitable Life where he has gained extensive experience in assisting high net worth clients with their financial planning and wealth management needs, maintaining a ‘trusted adviser’ relationship. Darren has some 20 years' experience in this field and is a Chartered Financial Planner. Prior to his career in wealth management, Darren was a qualified Accountant.  

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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.

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Bob Hair

Bob Hair

Wealth Planning Director and Head of Edinburgh office

Bob joined in 2016 and is a Wealth Planning Director, responsible for providing pensions, wealth structuring and tax-efficient investment advice to clients. Bob is also Head of the Edinburgh office. Previously he was with PwC in London where he was a Senior Director in the Investment Advisory business, Chair of PwC's FCA Committee, and a member of the Investment Committee. Previous to that, Bob was an Executive Director and Principal of the Turcan Connell group for 10 years, where he headed Wealth Management, was a member of the executive board, created and delivered the firm’s Family Office proposition and served on the firm’s investment committee. He has over 21 years’ experience. 

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Thomas Hogarth

Thomas Hogarth

Wealth Planner

Tom joined in 2014 and has worked in Wealth Planning since 2007. Tom has a BA Hons degree in Business & Finance from Nottingham Business School, is a member of The Personal Financial Society and is a qualified Chartered Financial Planner. 

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Clare Julian

Clare Julian

Wealth Planner

Clare joined in November 2013 and is a Wealth Planner within the Wealth Management division. Her experience in wealth planning extends back to 2006. Clare has a BA Hons degree in Medieval & Modern History from The University of Birmingham, and as a holder of the CII Advanced Diploma in Financial Planning, is a Chartered Financial Planner. 

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Ian Lindsay

Ian Lindsay

Wealth Planning Director

Ian joined in 2001 and is a Wealth Planning Director and senior member of the Wealth Planning team within Private Wealth Management. He is responsible for advising large private clients on issues such as pensions, protection and general tax planning. Ian has over 26 years’ wealth planning experience. He holds the CII's Advanced Financial Planning Certificate and the STEP Certificate for Financial Services (Trust & Estate Planning).

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Marco Malagoni

Marco Malagoni

Wealth Planning Director

Marco is a Chartered Financial Planner and a Pensions Transfer Specialist with over 12 years’ experience. He joined in 2011 and provides advice on investment structuring, inheritance tax mitigation, pensions and retirement planning. Marco graduated from Exeter University with a BA Hons in History. 

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Michael Martin

Michael Martin

Wealth Planning Director

Michael joined in 2000 and is a Wealth Planner within Private Wealth Management responsible for advising private clients on their pension planning and also on inheritance tax, CGT and income tax optimisation. He has a total of 17 years’ wealth planning experience having previously worked in fixed interest sales. He holds the Chartered Financial Planner and is a Pension Transfer specialist.

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Martyn Thornhill

Martyn Thornhill

Wealth Planning Director

Martyn joined in 2001. He focuses on providing holistic wealth planning advice to clients and works alongside our Portfolio Managers. Prior to joining Cazenove, Martyn worked in banking for 13 years and then worked for 9 years in a City based role for a leading insurer. Martyn has a degree in European Studies from the University of Bradford. He is a Chartered Financial Planner. Martyn has 25 years' financial planning experience. 

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Ryan Thysse

Ryan Thysse

Wealth Planning Director & Team Head

Ryan joined in 2004 and is a Wealth Planning Director and member of the team within Private Wealth Management responsible for advising private clients on their pension planning and also on inheritance tax, CGT and income tax optimisation. He is a member of The Personal Financial Society. 

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Lyn Tomlinson

Lyn Tomlinson

Wealth Planning Director

Lyn joined Cazenove in 2014. She is a member of the Wealth Planning Team and provides investment structuring, retirement and estate planning advice to clients. She is a Chartered Financial Planner and a Chartered Wealth Manager holding the CISI Masters in Wealth Management qualification. Lyn has over 15 years’ experience in advising private clients.

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Andrew Towers

Andrew Towers

Wealth Planning Director

Andrew joined in 2018 from HSBC Private Bank, where he advised a diverse range of clients with a particular focus on entrepreneurs. In this role, he had the privilege of advising some of the UK’s most successful and inspiring entrepreneurs both before and after life-changing liquidity events. Key themes of Andrew’s work centre on long-term cash flow analysis, estate planning and investment structuring for optimising wealth. Prior to HSBC, Andrew worked for several Chartered Wealth Planning firms in London. Andrew is a Chartered Financial Planner, a Chartered Wealth Manager and a Fellow of the Personal Finance Society. 

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William Drohan

William Drohan

Credit Manager

Billy joined the banking team in 2008, concentrating on lending. He began his career at LloydsTSB in branch banking in Central London. After ten years he moved to Coutts Private Banking to a role with a specific focus on lending product development and management. He worked at Coutts for seven years until he moved to Barclays Wealth where he took on a similar role. He has an MBA and a Post Graduate Diploma in Marketing. 

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Chris James

Chris James

Credit Director

Chris joined in 1982 where he was responsible for corporate relationships and business development in Western Europe. He commenced his banking career in 1973 as a graduate trainee with the Midland Bank. In 2000 he joined Schroder Salomon Smith Barney, assuming responsibility for the management of a portfolio of European leveraged loans. Since 2003, he has been responsible for the management and execution of credit and banking products, and new business development. He holds a BA Hons in French and German and is an Associate of the Institute of Financial Services. 

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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.

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Caspar Rock

Caspar Rock

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 29 years’ investment experience. 

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Stuart Derrick

Stuart Derrick

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.

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Kieron Launder

Kieron Launder

Head of Investment Strategy

Kieron joined in 2011 and was previously the Head of the Strategic Advisory Group at Rothschild Private Management. Prior to his 8 years at Rothschild, Kieron spent 15 years at Citigroup as a Proprietary Trader in Volatility Arbitrage and later in the Private Bank. His investment career started in 1987 when he joined Samuel Montagu & Co. Ltd.

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Alex Smitten

Alex Smitten

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.

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Janet Mui

Janet Mui

Global Economist

Janet is a Global Economist working in the Investment Strategy Team and a CFA charterholder. She joined in 2011 and previously worked in Citi Hong Kong as an analyst in Global Portfolio Management and subsequently as a relationship manager to multi-national clients. Janet graduated with a BSc in Economics from the London School of Economics (first class honours), holds an MBA in Finance from the University of Cambridge and obtained a Postgraduate Certificate in Econometrics from Birkbeck College, University of London.

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Cléo Fitzsimons

Cléo Fitzsimons

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. 

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Ahmet Feridun

Ahmet Feridun

Manager of Investment Research

Ahmet is a Manager of Investment Research within Cazenove Capital, focusing on fund research as well as investment strategy. Prior to joining the company Ahmet worked at Stonehage Fleming for over 10 years, latterly as Head of Manager Selection, and was responsible for managing the investment portfolios of high net worth individuals and institutions. Before that he worked as an intern in the Emerging Markets Equity team at Pictet Asset Management for a year. Ahmet graduated from Oxford University with a degree in Politics, Philosophy and Economics, and is a CFA Charterholder.

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Christopher Lewis

Christopher Lewis

Investment Manager

Chris joined in 2010 and is currently an Investment Manager. He has an undergraduate degree in History from Cambridge University as well as a Graduate Diploma in Business and Management from the Judge Business School and holds the CISI Masters in Wealth Management.

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Paulo Santos

Paulo Santos

Investment Analyst

Paulo joined in 2015 as an investment analyst and Chairs the Hedge Funds and Multi-Asset Asset Class Group. Paulo started his investment career at Fidelity International in 2008, where he was responsible for Hedge Fund research within the Multi-Manager team. Before starting his investment career, Paulo was a Senior Consultant at Accenture. Paulo holds an MBA from the London Business School, the Investment Management Certificate (IMC), and is a Chartered Alternative Investment Analyst (CAIA).

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Pritosh Ranjan

Pritosh Ranjan

Investment Analyst

Pritosh joined in 2009 and is an Investment Analyst where his responsibilities include strategic asset allocation modelling, direct fixed income investing and pricing and trading structured notes and derivatives. He began his investment career in 2005 with Citi followed by Credit Suisse Private Bank. He holds an MBA from Indian Institute of Management, Ahmedabad, a Masters in Finance degree from London Business School, the Investment Management Certificate and is a CFA charter holder.

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John Gordon

John Gordon

Business Development Director

John joined in 1984 and is Business Development Director, working closely with the Private Wealth Management teams to facilitate and coordinate their business development efforts. Prior to his current role, John began managing private client portfolios in 1989, initially managing private client portfolios and trusts, before joining the dedicated charity team. In addition, John is a non-executive Director of a substantial private property company and is a trustee and treasurer of a charity. He has 29 years’ investment experience and is a member of the Securities Institute (diploma). 

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David Austin

David Austin

Head of Business Development

David joined in 2000. Previously he worked for ESSO BP, Pricewaterhouse and Equitable Life in various tax and advisory roles. David deals with many of the firm's highest profile clients. He has 30 years of experience in this field.

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Simon Barker

Simon Barker

Portfolio Director

Simon joined as a Portfolio Director from C. Hoare & Co. in 2017 where he was Head of Charities and responsible for the bank’s relationships with intermediaries. Prior to this, he managed portfolios on behalf of charities and private clients at Schroders and GAM before working as a consultant with Asset Risk Consultants (ARC) in Guernsey. Simon then returned to the UK where he joined the charity team at Investec. He studied Economics at the University of Exeter, qualified as a Chartered Accountant with KPMG and is a CFA member (via the IIMR). Simon has over 27 years of experience in the finance industry, 22 years of which have been in investment management.

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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: