Cazenove Capital makes five strategic new hires
Cazenove Capital, the UK Wealth Management business of Schroders, has appointed a further five new hires as part of its regional expansion strategy.
Portfolio Directors David Price, Nick Rowlands and Alexander Hobbs join the Midlands Team from UBS to form a new Birmingham office, headed up by David Price. In addition, Adam Bickell and Daniel Brint join the Manchester office to further strengthen Cazenove Capital’s growing North West Team.
This latest recruitment drive follows Cazenove Capital’s announcement that it had recruited five senior hires in October 2020, as part of its long-term regional growth strategy.
Mary-Anne Daly, Chief Executive at Cazenove Capital, says: “We are pleased to have attracted individuals of this calibre to the firm as part of a strategy to reach a greater number of regional business owners, entrepreneurs and other wealthy families. This increased regional presence will ensure these clients can benefit from personalised local service and the breadth of Cazenove Capital’s investment and wealth planning offering.“
Karan Sejpal, Team Head responsible for Business Owners and Entrepreneurs and the UK Regions, says: “We are delighted to welcome David Price and his team to form a new office in Birmingham and to add to our team in Manchester. These latest appointments are an important step towards realising our growth ambitions and harnessing the regional client demand that we are seeing, particularly in the Midlands and the North West.”
Price joins the firm from UBS where he headed the Midlands Region. Prior to that Price worked for Credit Suisse in Birmingham. Price has 27 years of financial services experience and 13 years of advising high net worth (HNW) families on their investment strategies and long term wealth planning. Price is a Chartered Member of the CISI. Price joins as a Portfolio Director and will be in charge of the new Birmingham office.
Rowlands has worked in financial services since graduating from Rollins College, Florida, where he graduated with a BA in Economics. He brings extensive experience of working with HNW individuals, institutions, trusts and entrepreneurs from his time with AndCo Consulting and UBS. Rowlands is a Chartered Member of the CISI and holds the Green Finance Certificate with the Chartered Banker Institute. Rowlands joins as a Portfolio Manager focusing on the Midlands region.
Alexander Hobbs also joins from UBS in Birmingham. Alexander has 13 years’ experience in the wealth management industry having held a number of senior roles across the Midlands at UBS, Deutsche Bank and Brown Shipley. Hobbs is an Associate of the CISI and holds the Investment Advice Diploma. Alexander joins as an Associate Portfolio Manager and will be covering the Midlands.
Adam Bickell joins from Kellands Hale where he worked as an independent financial planner. Prior to that Adam worked for Coutts & Co and NatWest Private Banking. Bickell has 18 years of Financial Services experience and 9 years experience of advising HNW families on their investment strategies and long term planning. Bickell is a Chartered Member of the CISI and joins as a Wealth Planner for the North of England client base.
Daniel Brint joins from UBS in Manchester as an Assistant Portfolio Manager looking after clients based in the North West region. Brint is an Associate of the Chartered Member of the CISI and holds the Investment Operations Certificate.