James Gladstone

Head of Wealth Planning

Joined Schroders in 2012

Industry experience from2000

James Gladstone

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 all aspects of wealth planning at Cazenove Capital. He joined from UBS where he was Head of Financial Planning. Prior to joining UBS, James was a Financial Planning Director at Rathbones. James is a Chartered Financial Planner.

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 all aspects of wealth planning at Cazenove Capital. He joined from UBS where he was Head of Financial Planning. Prior to joining UBS, James was a Financial Planning Director at Rathbones. James is a Chartered Financial Planner.