Discretionary Portfolio Management

John Bell

John Bell

Head of Portfolio Management

John leads the team of Portfolio Directors that manages our core discretionary investment management business in the Channel Islands. His investment career commenced in 1984 and he joined Schroders in 2007. John is a member of the Board of Schroders (C.I.) Limited and Chairman of our International Investment Committee. He is a Chartered Fellow of the Chartered Institute for Securities & Investment as well as a Member of the Institute of Directors.

Alistair Gates

Alistair Gates

Portfolio Director

Alistair joined in 2007 managing private client discretionary portfolios. He started in 1996 with Baring Asset Management responsible for the management of private client discretionary portfolios, a multi-manager UK equity fund and a sterling bond fund.  He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and holds the CISI Diploma.

Mark Tallon

Mark Tallon

Portfolio Director

Mark’s investment career began in 1997 when he joined Baring Asset Management. In 2007 he joined Schroders as a member of the Discretionary Investment team responsible for the management of private client discretionary portfolios. Mark is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and a holder of the CISI Diploma.

Paul Battams

Paul Battams

Portfolio Director

Paul joined Cazenove in 2012 and is a Portfolio Director based in the Jersey Office. Having worked in both Jersey and Geneva, he is experienced in offshore jurisdictions managing both multi-asset portfolios and is a member of the International Stock Selection Committee. Paul’s investment career started in 1999 and he is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about Cazenove Capital and our services, please contact:

Julian Winser

Julian Winser

Chief Executive Officer
Telephone:
julian.winser@cazenovecapital.com