Who's Moving Where In Wealth Management? – Franklin Templeton, Cazenove Capital

Amanda Cheesley

18 May 2022

Franklin Templeton
Investment firm, , a UK wealth management business and part of the Schroders Group, has appointed Wesley Harrison and Rosie Gibbs to expand its wealth planning team in London.

They will advise clients on a broad range of wealth planning needs, taking advantage of Cazenove Capital’s expertise in investment structuring, estate planning and retirement, the firm said in a statement. The new hires mark the latest in a series of strategic appointments to grow Cazenove Capital’s wealth planning presence across the UK.

Prior to joining the firm, Gibbs, a chartered financial planner, was at Saunderson House for eight years where she specialised in providing financial planning advice to current and retired partners of law and accountancy firms.

Harrison is joining Cazenove Capital as a wealth planning director from Investec where he was responsible for advising some of the firm’s largest clients. He also managed a team of planners based in the Guildford office.

Over the past 12 months, the firm has appointed an additional six people for its wealth planning team, including Lee Sweeting in Bristol; Omar Iqbal in Birmingham; Adam Bickell in Manchester and Nick Keenan in Edinburgh.

“We are dedicated to growing our clients’ wealth and preserving it for future generations, and wealth planning is a pivotal element of our long-term partnership with clients,” Mary-Anne Daly, CEO at Cazenove Capital, said. “This client-centric culture, together with our ability to draw on the formidable investment expertise and financial strength of our parent, the Schroders Group, is a distinctive feature of our business,” she added.

Cazenove Capital’s wealth planning services include succession and estate planning; inheritance tax planning; retirement planning/pensions/lifecycle planning; business relief planning and donor advised funds. Cazenove Capital is based in the UK and Channel Islands, forming part of Schroders Wealth Management which includes offices in Singapore, Hong Kong and Switzerland, with £81.2 billion ($101.3 billion) in assets under management as of 31 December 2021. Founded in 1804, Schroders is an independent investment management firm, with assets under management of £731.6 billion ($912.9 billion) as of 31 December 2021.