Nick joined in 1981 and is a Portfolio Director where he heads up the DFM team, which specialises in providing discretionary fund management to clients of Independent Financial Advisers. The team has been one of the fastest growing areas of Cazenove Capital. He is registered with the Securities Institute and holds the CISI Wealth Management diploma. Nick has over 20 years’ investment experience.
Davydd joined in 2007 and is a Portfolio Director within the DFM team and Head of Structured Products. Davydd joined 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 over 20 years’ investment experience.
Marcus joined in 1995 after graduating from the University of the West of England with a degree in Politics. He is a portfolio Director with the responsibility of managing private client portfolios and has over 20 years’ investment experience. He is a member of the Securities Institute having achieved his diploma.
Laurence Forrester is a Portfolio Director working within the DFM Team. He joined Cazenove 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. Laurence graduated with an Honours degree in Anthropology from Goldsmiths' College, University of London, and is a Chartered Fellow of the CISI. Laurence has 13 years’ investment experience.
Richard Gould joined in 2007 and is a Private Client Director within the DFM Team. 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. Richard has 10 years’ investment experience.
Steven Rooke is a Portfolio Director 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 portfolios. Steven has 12 years’ investment experience.
Tom joined in 1997 and moved to Oxford in 2007 and is a Portfolio Director and head of the regional office where his responsibilities cover a broad range of private, charity and corporate clients. He is a member of the Fixed Income Committee and holds the Investment Management Certificate and the Securities & Investment Institute Diploma. Tom has 20 years of investment experience.
Neil joined in 2002 and is a Portfolio Director based in the Chester office, where he is responsible for managing private client portfolios. Neil previously worked at Rathbone Investment Management and then Tilney Investment Management. Neil is a Chartered Wealth Manager of the Chartered Institute for Securities & Investment and has more than 15 years' investment experience.
Stewart joined in 2010 and is a Portfolio Director based in our Edinburgh office where he is responsible for managing private client portfolios. Previously, he held a similar role at Thornhill Investment Management. Stewart 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 14 years' investment experience.
Daniel Curtis joined Cazenove Capital in February 2014 and is a Portfolio Manager within the DFM Team. Prior to this, Daniel worked at Brewin Dolphin where he had responsibility for managing private client and charity portfolios. Daniel has completed the Chartered Securities and Investment Institute Masters in Wealth Management, and holds the Investment Management Certificate (IMC). Daniel graduated from Durham University with a BA (Hons) in Economics.
Ula Caroto joined Cazenove Capital in July 2007 as part of an undergraduate degree programme and is now a Portfolio Manager within the DFM Team with responsibility for private client portfolios. She graduated with a first class degree in Financial Mathematics and holds the Investment Management Certificate and the CISI Masters in Wealth Management. Ula has 9 years’ investment experience.
James is a Portfolio Manager within the Intermediaries team. Having achieved a Diploma in Wealth Management, James is now both a Chartered Fellow and 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.