Richard Jeffrey, Chief Economist
Jonathan Brownlow, Wealth Planner
Global Head of Wealth Management
Andrew Ross is Global Head of Wealth Management for Schroders and sits on the Group Management Committee. He joined Cazenove Capital as Chief Executive in 2001. He was previously Chief Executive of HSBC Asset Management (Europe) Limited between 1998 and 2001. Prior to that, Andrew was Managing Director of James Capel Investment Management which he joined in 1985. After graduating from Southampton University with a First Class degree in Ancient History, Andrew served a short commission in the Royal Green Jackets. He has 31 years of investment experience.
Mary-Anne joined in 2001 and is Chief Executive of Cazenove Capital, which is the Wealth Management business of Schroders in UK. She joined from Baring Asset Management where she had been Head of Private Client Service and prior to that was Managing Director of the Paris office. Mary-Anne previously spent 7 years in corporate finance at Baring Brothers and 7 years at Chase Manhattan Bank in London.
Head of Wealth Planning
David joined in 2000. Previously he worked for ESSO BP, Pricewaterhouse and Equitable Life in various tax and advisory roles. David deals with many of the firm's highest profile clients. He has 30 years of experience in this field.
Deputy Head, UK Private Wealth Management
Jeremy joined in 2002 and is the Deputy Head of Private Wealth Management. Before leading one of the main London private client teams Jeremy was Head of the Charities department. Jeremy focuses on managing investment portfolios for large private families and their trustees as well as for charities. He is a senior member of the Asset Allocation and Stock Selection Committees. After graduating from University College London with first class degree in Economics and Philosophy he joined HSBC Investment Management where he spent 9 years before moving to Cazenove Capital. He has 24 years’ investment experience.
Deputy Head, UK Private Wealth Management
Kate joined in 1990 and manages investment portfolios for large UK and International private families, and charities. She started her investment career in 1987 at Quilter Goodison. Kate is a senior member of the Investment Policy Committee.
Head of Charities
Giles joined in 1987 as a research analyst, initially in the UK and subsequently in Australia. From 1992 Giles managed global emerging market funds, subsequently becoming Product Manager in 1999. In 2005 he was appointed as Head of Investment Product Development.
Head of Banking and Treasury
Alex joined in 2003 to work on the review and analysis of lending proposals, and the development and management of credit and banking products. Alex has 19 years of private banking experience.
To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:
The use of this site is subject to you having read and accepted our Important Information, which differ dependent on the website jurisdiction. Issued by Cazenove Capital which is part of the Schroder Group and a trading name of Schroder & Co. Limited. Registered Office at 31 Gresham Street, London EC2V 7QA. Registered number 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Financial Services Compensation Scheme: Your eligible deposits with Schroder & Co. Limited are protected up to a total of £85,000 by the Financial Services Compensation Scheme (“FSCS”), the UK’s deposit protection scheme. This limit is applied to the total of any deposits you have with the following: Cazenove Capital, Cazenove Capital Management, Schroders Wealth Management, Schroders Private Banking, Schroders Private Bank, Schroders Charities. Any total deposits you hold above the £85,000 limit across all brands are unlikely to be covered.
The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.
These pages are intended for UK private investors, UK professional advisers and non-UK professional advisers who are eligible to do so.
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.