Who's Moving Where In Wealth Management? - Raymond James, Cazenove, Others

Editorial Staff

17 October 2019

Raymond James
has appointed Nick Levens to offer wealth management services in Cumbria, operating under the name Raymond James, Kendal.

Levens will offer a personal discretionary investment management service, the firm said in a statement.

He began his career in the financial services sector in 1996 at Prolific Unit Trust Managers Limited, before moving to London with Henderson Investors. In 2000 he moved back to Kendal to work at Gerrard (now Barclays Wealth) before spending the last 17 years at Sanlam Private Wealth (formally Border Asset Management).

Cazenove Capital
has appointed David Bloom as non-executive director, joining the board with immediate effect. Bloom is a partner at Noé Group, a family-run investment and asset management group specialising in real estate and technology-led investment and private equity. Noé Group has been a supportive investor in Saranac Partners since its inception.

Goldacre, the tech investment arm of Noé Group, was founded by Bloom in April 2012 to drive the growth of smart real estate and to be a link between traditional investment and emerging innovation.