Advisor profile
Cazenove Capital
London-based wealth manager and part of the Schroders Group with a dedicated business owners team advising before, during and after a business exit.
HQ: London Regions: UK, Channel Islands, International Independently verified ·
Overview
Cazenove Capital is the UK and Channel Islands wealth management business of Schroders, headquartered in London. Its dedicated business owners team advises entrepreneurs and their families on wealth structuring, tax planning and investment planning before, during and after a business exit.
Contact
- Website
- https://www.cazenovecapital.com
- Phone
- +44 (0)20 7658 1000
- [email protected]
Adviser types and routes
Wealth managerExit planning advisor
Key people
- Mary-Anne Daly · CEO
- Karan Sejpal · Head of Wealth Management
- John Gordon (Head
- London Private Client Team)
Notable work
- Published case studies include advising a client on estate planning and investment structuring following the sale of a family-owned business and advising an entrepreneur on reducing concentration risk after a business exit
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