Simon Barker Email & Phone Number

I am a portfolio manager who has managed money on behalf of private clients and charities and I now have responsibility for Cazenove's relationships with intermediaries. I rejoined Caz in 2017 when it acquired the wealth management business of C. Hoare & Co. where I was Head of Charities. I worked for Schroders and GAM before working as a consultant with Asset Risk Consultants (ARC) in Guernsey, returning to the UK with Investec. I qualified as a Chartered Accountant with KPMG and am a CFA member (via the IIMR). One of my key roles at Cazenove is helping professional advisers with their own wealth, in all stages of their careers: https://www.cazenovecapital.com/en-gb/uk/wealth-management/who-we-help/professional-advisers/Cazenove Capital is a leading provider of wealth management services to a range of clients including individuals, family offices, trusts, business owners and charities. As well as discretionary and advisory investment services, we offer wealth planning, deposit-taking and lending. We are long-term investors with a focus on preserving and growing clients’ wealth. How we do that in practice will be driven by their priorities, aspirations and personal values.

Listed skills include Portfolio Management, Investment Management, Investments, and Wealth Management.