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.