Nick Georgiadis is a Portfolio Director and Head of the DFM Team. Having joined in 1981, Nick is responsible for the management of all introduced portfolios. He is registered with the Securities Institute and holds the CISI diploma.
Davydd Wynne is a Portfolio Director within the DFM Team and also chairs the structured products committee. Davydd joined in 2007 after seven years at Rothschild Private Management where he was a Director with responsibility for managing both onshore and offshore private client portfolios. Prior to Rothschild, Davydd worked for C. Hoare & Co and Gartmore. Davydd is a full member of the CFA Institute, has an MBA from the London Business School and has 16 years' investment experience.
Marcus Durie is a Portfolio Director with the responsibility of managing private client portfolios. He joined in 1995 after graduating from the University of the West of England with a degree in Politics. Marcus has 16 years’ investment experience and is a member of the Securities Institute having achieved his diploma.
Laurence Forrester is a Portfolio Director working with the DFM Team. He joined in 2008 having begun working in the City as an equity trader in 2003. He then moved in to Private Client Fund Management and worked for Quilter between 2004 and 2008, during which time he completed the CISI diploma. He graduated with a BAHons in Anthropology from Goldsmiths' College, University of London.
Richard Gould is a Portfolio Director within the DFM Team. Having joined in 2007, Richard began his career in the City working for an executive search agency focusing on asset management firms. He then moved to Morley Fund Management where he worked on the Corporate Bond team before moving to the Private Equity desk. Richard has completed the Chartered Securities and Investment Institute Masters in Wealth Management.
Steven Rooke is a Portfolio Manager having joined in 2005 from State Street Bank. He graduated from the University of East Anglia with a 1st class honours degree in Mathematics and Statistics, and is a Chartered Fellow of the Chartered Institute for Securities & Investments with a Masters in Wealth Management. He is responsible for managing the Model Portfolio Service together with bespoke private client & charity portfolios.
Thomas Allen is a member of the DFM Team based in our Oxford office. On joining Cazenove Capital in 2000, he was responsible for portfolio implementation for both segregated and pooled portfolios. Tom then took responsibility for dealing within our fixed interest business area before joining the DFM Team in 2008. Tom has 10 years' investment experience and holds both the IMC qualification and the CISI Diploma.
Neil Wong is a Portfolio Director and is based in the Chester office, where he is responsible for managing private client portfolios. Having joined in 2002, Neil has worked in discretionary fund management since 1998, starting his career with Rathbone Investment Management. He was also a private client investment manager at Tilney Investment Management. Neil is a Fellow of the Chartered Securities Institute for Securities and Investment and has 17 years' investment experience.
Stewart Heggie is a Portfolio Director based in our Edinburgh office. He joined in 2010 and is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the CISI diploma. He holds an MA(Hons) in the Political Economy and Management Studies from Aberdeen University, as well as a PGDip in International Banking and Financial Studies from Heriot-Watt University. Stewart has 12 years' investment experience.
Daniel Curtis is a Portfolio Manager within the DFM Team. After graduating from Durham University with a BA(Hons) in Economics, he worked at Brewin Dolphin where he managed UK private client, trust and charity portfolios. He is a Member of the Chartered Institute for Securities and Investment (MCSI) and also holds the IMC.
Ula Caroto joined Cazenove Capital in July 2007 as part of an undergraduate degree programme and is now an Associate Portfolio Manager within the DFM Team. She graduated with a first class degree in financial mathematics. Ula is a member of the Chartered Institute for Securities & Investment having achieved her Chartered Wealth Manager Qualification.
James Hall is an Associate Portfolio Manager within the DFM team. Having achieved a Diploma in wealth management, James is now an external specialist for the Chartered Institute for Securities & Investment (CISI), with his area of expertise being fund management. James has 15 years’ experience within the industry having worked for Cazenove Capital for over 10 years and has a particular specialism in structured products.