Wealth & Money Management Awards 2018

16 2018 Wealth & Money Managaement Awards Company: Acuity Management Limited Contact: Tracy Sawyerr Tel: + 44 (0) 203 6033722 Web Address: www.acuityag.com WM180022 Most Innovative Asset Management Firm - Europe Cazenove Capital (Schroders C.I. Limited) is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans. Chief Executive Officer for the firm’s Channel Islands company, Julian Winser, talks us through the firm in more detail and outlines how it has come to achieve the success it enjoys today. Company: Cazenove Capital (Schroders C.I. Limited) Contac : Julian Winser Address: PO Box 334, Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 UF, the Channel Islands Phon : (0 )1481 703709 Website: www.cazenovecapital.com/channel-islands Thanks to the vast expertise of its staff, Cazenove Capital provides a wide range of services to its clients, helping them to navigate the often challenging and overwhelming financial market. Julian discusses this service offering in detail and shares how his team works to ensure excellence for every client they have the pleasure of supporting. “As part of our commitment to making their finances simple and hassle-free, at Cazenove Capital we offer our clients a full range of wealth management services with a focus on the long-term investment of assets for both current and future members of the family. Alongside this investment management we also offer banking and credit services to allow clients the opportunity to leverage their current assets. We also offer an execution service alongside an advisory service for both investments and cash. In the UK we offer a financial planning service.” “To ensure that our clients receive the support they need, we have ‘excellence’ as one of our five values and as such set a high bar for all that we do, internally and for clients. The achievement of this excellence forms part of the individual appraisal process to ensure that all stakeholders benefit.” Operating in the ever-evolving financial space, Cazenove Capital works hard to stay at the forefront of emerging developments so that it can offer cutting-edge support to its clients. Julian shares an insight into the latest developments the firm has seen over recent years and how it is adapting around these for the benefit of its clients. “While personal wealth continues to grow, particularly in developing countries, the worldwide wealth management sector also works with both increasing regulation and legislation. These two forces, designed to improve the protection of individual clients while combating the threat of terrorist funding, particularly cross-border, have tended to increase cost and therefore reduce margins. While these are positive moves for clients, particularly when combined with the recent MIFiD ll, they have resulted in an increase in take-over activity within the sector and an increase in the cost barrier to entry to the sector. We continue to invest in making our systems and operations for both clients and staff, easier to operate and access, and we further continue to listen to our clients to ensure that they receive the service they need in this ever-changing space.” Drawing on a wealth of experience, Cazenove Capital is part of the wealth management division of Schroders Plc which is, in turn, a 215-year-old FTSE 100 listed investment management business. Julian explores what this means for his firm and how it uses this experience to its advantage. “Being part of Schroders PLC offers Cazenove Capital many exciting opportunities. The PLC remains 47% owned by the Schroder family which gives us the huge stability that is a significant differentiating factor shared by all of our clients. These clients are ultimately private individuals and their families who can be helped either