Tim Bailey Email & Phone Number

I am a Portfolio Director at Cazenove Capital, - leading wealth manager, and part of FTSE 100 asset manager, Schroders PLC.For over 30 years I have acted as a trusted adviser to wealthy individuals, business owners and families based in the UK and overseas. I believe that every client has unique needs, but there are frequently common threads at all stages of their life's journey. With high quality in-house investment management, planning, structuring, lending and liquidity management to hand, and an extensive network of external professional advisers at my disposal, I am 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.I am lucky to be surrounded by talented colleagues, but am also proud of recognition by my peers in the wealth management industry. I was awarded Citywealth Magic Circle UK Private Banker of the Year in both 2014 and 2015, and runner up in 2020. In 2015 I was also named Wealthbriefing European Leading Individual.In addition to my client base established over the years I now have a specific focus on Yorkshire and the North East, where I am based for much of my time.Areas where I 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 websitehttps://www.cazenovecapital.com/wealth-management/And if you would like to get in touch, I would welcome an email attim.bailey@cazenovecapital.com

Listed skills include Portfolio Management, Wealth Management, Private Banking, Investments, and 12 others.

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  University Of Cambridge

  Modern Languages