Facebook - Birmingham Business Twitter - Birmingham Business Instagram - Birmingham Business
https://www.propelfinance.co.uk

Cazenove launches Birmingham office

Cazenove Capital, the UK wealth management business of Schroders, has announced key appointments in Birmingham to head its new Midlands office.

Portfolio directors David Price, Nick Rowlands and Alexander Hobbs join the Midlands team from UBS to form the new office which will be headed up by Mr Price.

This latest recruitment drive follows Cazenove Capital’s announcement that it had recruited five senior hires in October 2020.

Mary-Anne Daly (pictured), chief executive at Cazenove Capital, said: “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, said: “We are delighted to welcome David Price and his team to form a new office in Birmingham. 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.”

David Price joins the firm from UBS where he headed the Midlands region. Prior to that he worked for Credit Suisse in Birmingham. He 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. Mr Price joins as a portfolio director and will be in charge of the new Birmingham office.

Nick Rowlands brings extensive experience of working with HNW individuals, institutions, trusts and entrepreneurs from his time with AndCo Consulting and UBS. He joins as a portfolio manager focusing on the Midlands region.

Alexander Hobbs also joins from UBS in Birmingham. He 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.

 

https://www.gbslepgrowthhub.co.uk/skills-hub

Effective exits - insight

Assessing the pros and cons of trusts and FICs

11th January 2021

New appointment brings fresh perspective

Accounts division has a new senior director

12th March 2020

Life of Riley

Boom time for radio magnate

19th January 2023

New property manager appointed

Expert will handle larger complex developments

14th April 2020

Thursfields unveils new leadership team

Key changes designed to continue firm's growth strategy

17th September 2020

Apprentice property assistant appointed

Estate management experts welcome new face to the team

28th November 2019

Charity event raises almost £3,000

Law firm celebrates its 12th successful quiz

18th February 2020

Pace of change brings new leadership team

Appointments significantly strengthen regional operations

18th January 2021

Wealth management firm to open city office

Schroders Personal Wealth set for new home in Birmingham

23rd April 2020

Property consultancy bolsters team

Finance specialist joins Sutton Coldfield company

1st March 2021

Specialist electrical division gets new MD

New face has over 30 years of management experience

7th July 2020

Victorian building apartments contract assigned

Principle Estate Management will take care of property

27th January 2021

M6 Toll announces price changes

Special offer announced for regular users

11th June 2021

Estate manager returns to familiar building

Former umbrella factory will be run by expert who knows it well

18th November 2020

Property finance specialist joins team

Credit control manager is appointed

24th September 2020