I lead a team of Portfolio Director’s at Cazenove Capital covering the North West of England – Cazenove are a leading wealth manager, and part of FTSE 100 asset manager, Schroders PLC.I am a ‘player/manager’ and have acted as a trusted adviser to wealthy individuals, business owners and families based in the UK and overseas for the past 25 years. Experience has taught me that there is no individual solution that covers all clients, their circumstances are individual and building a plan should also be entirely bespoke. With in-house investment management, planning, structuring, lending and liquidity management to hand, myself and my team are ideally placed to create a solution tailored to those unique requirements.In addition to the excellence of our award-winning investment management, we help with many deeply personal issues. These include succession planning, environmental, social and governance issues, how to approach philanthropy, and legacy. Education and support of the next generation also features large frequently.The team, based in city centre Manchester have a great level of experience in all aspects of Wealth Management, we are also committed to bringing on the next level of talented individuals and building a solid base families can rely on for many years to come.Areas where we would specifically welcome establishing a relationship are:-Successful business owners at all stages of their entrepreneurial lifecycle-Wealthy families-Wealthy individuals-Professional advisers catering to both the personal and corporate needs of the above groups-Corporate Finance and Private Equity boutiques and institutionsIf you would like more information about Cazenove Capital, please take a look at our website and for details of the North West team have a look at the information contained in the ‘Featured’ area of my Linked in page.https://www.cazenovecapital.com/wealth-management/And if you would like to get in touch, I would welcome an email atsimon.pearson@cazenovecapital.com
Listed skills include Private Banking, Wealth Management, Banking, Portfolio Management, and 8 others.